Graduate Trainee Financial Adviser ( Mortgages and Life Cover)

Rockhopper Origination Limited; England; Hybrid; GBP 24,000 - 75,000; Full time

Job summary

Rockhopper Origination Limited is seeking a Graduate Trainee Financial Adviser to join their Newcastle office. The role offers full training in financial services, focusing on mortgages and life cover. Candidates must have a Bachelor's degree and possess strong interpersonal skills. This position includes a competitive salary and benefits.

Benefits

Company pension

Cycle to work scheme

Gym membership

Flexible working from home

28 Days holiday including bank holidays

Qualifications

• No prior experience required, full training will be provided.
• Candidates must hold a 2:1 degree or above in any subject.
• Proactive and organized self-starter with strong ambition and drive.

Responsibilities

• Provide financial advice on mortgages and life cover.
• Work closely with clients to assess their needs and offer solutions.
• Complete all necessary documentation accurately and efficiently.

Skills

Customer service

Relationship building

Numeracy skills

Problem-solving

Communication

Education

Bachelor's degree

Job description

Graduate Trainee Financial Adviser ( Mortgages and Life Cover)

Job ID:

92740

Job Type:

Full Time

Category:

Specialist

Educations:

Posted:

2025-06-20

Location:

Hybrid work in Newcastle upon Tyne NE | United Kingdom

Job Views:

13

Job Description:

Job information

Job Description:

Job information Graduate Trainee Financial Adviser ( Mortgages and Life Cover) from the Company Rockhopper Origination Limited, this latest Graduate Trainee Financial Adviser ( Mortgages and Life Cover) job vacancy is located in the city Hybrid work in Newcastle upon Tyne NE located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree . Job Vacancies in this Specialist field have been opened and published up to the specified time.

Job Responsibility:

Trainee Financial Adviser (Mortgages and Life Cover)Newcastle Office ( London Based Company)

• Start Base Salary: £24,541 (dependant on experience/role/seniority)
• Realistic OTE: £35,541, Year 1, £45,541 ,129 Year 2, £55,541 Year 3
• 28 Days holiday inclusive of Bank Holidays
• Pension
• Gym Membership
• Cycle to Work Scheme
• Start within 4-8 weeks
• Above conditional on receiving a 2:1 degree or above ( any subject)

We are a bespoke specialist financial services business with offices in the City of London and recently opened our offices in central Newcastle. We are looking to expand our Team and are seeking a Graduate Trainee Financial Adviser ( Mortgages and Life Cover) to work alongside the Newcastle based Company directors.

This is a unique position as we are looking for exceptional graduate trainees with no track record in banking, finance or the mortgage industry. Full training will be given in the role including the financial services process, sales, case paraplanning and all aspects of regulatory compliance.

This is an ideal role for someone looking to work locally in Newcastle, but to be part of a City of London financial services Team. It is a perfect entry role for somebody looking to start their career in Sales and /or Finance or for those maybe looking for a change of direction and a new challenge. We are able to consider an element of flexible working from home following the training period.

Skills

• Ability to connect with our customers on a human, personal and connected level, dropping all preconceptions on trying to sell to them, focusing on providing service to them
• Appreciation and drive to implement a first -class quality and customer experience to paying customers, lending partners, other team members and our suppliers
• Ability to assess customer's needs and requirements and to offer appropriate financial solutions to meet their needs
• Ability to assess internal client financial documentation such as passports, payslips and bank statements, to ensure they are 100% accurate, compliant and that all recommendations fully meet the client's stated needs and objectives
• Ability to assess both lending risk and broker risk and to mitigate any issues, through clear understanding of the type and volume of supporting documents required, to ensure a fully informed lending decision
• Ability to pro-actively form judgements regarding risk and implement detailed processes to effectively and efficiently safeguard our lenders, client data, and the brokerage whilst meeting business aims
• Ability to work in partnership with customers to obtain a fully requested list of documentation within tight and specific timescales
• Ability to collate, process and accurately assess documentation in support of a client's protection/mortgage application
• Complete awareness of risk factors
• Ability to assess client affordability based on income and to forensically assess bank statements to calculate outgoings and to highlight any irregular payments
• Ability to key online protection and mortgage applications accurately and without error, using fact find and oral/written communication from customers
• To efficiently and pro-actively para-plan cases from mortgage application to mortgage offer and then to completion building strong relationships with clients and lenders during the process.
• Ability to use and record notes effectively onto a central Client Management System
• To data process information across a range of computerised systems accurately and without error
• Ability to effectively manage individual and team workloads and prioritisation of cases
• Ability to use and be guided by specific key performance indicators as they relate to service level times, errors and customer service feedback
• The ability to self-motivate and operate within a Team towards reaching targets and attainment of the Company's overall business goals
• Ability to collate statistics and produce reports in a clear coherent format
• Technical knowledge and trouble-shooting on basic IT issues, escalating issues where necessary to our external IT support
• General admin duties for office management (petty cash, shredding process, filing)
• Strong relationship builder with clients and lending partners
• Strong problem-solver
• Good numeracy skills
• Clear, articulate, professional oral and written communications

Experience

None - Full Training Provided

Attitude

• Proactive, direct, organised self - starter
• High standards and delivering on 100% of promises
• Strong Ambition and Drive
• Results Driven
• Process Driven
• Strong personal and professional responsibility
• Initiative at all times with a positive and articulate demeanour alongside engaging and interpersonal skills.
• High level of Self Awareness

Job Type: Full-time

Pay: £24,545.00-£74,129.00 per year

Additional pay:

• Bonus scheme
• Commission pay
• Performance bonus

Benefits:

• Company pension
• Cycle to work scheme
• Gym membership
• Work from home

Schedule:

• Monday to Friday

Application question(s):

• Do you currently live within easy reach of central Newcastle allowing you to commute each day?
• What result have you achieved (or expect to) on your degree (e.g. 2:2, 2:1, 1)?

Education:

• Bachelor's (preferred)

Language:

• English (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person

Application deadline: 31/05/2025Reference ID: Trainee Financial Services ProfessionalExpected start date: 31/07/2025

Keywords : Newcastle upon Tyne jobs
Closed Date : 2025-07-20

Company Info

Company Info Rockhopper Origination Limited

Hybrid work in Newcastle upon Tyne NE, United Kingdom

Company Profile