Trainee Mortgage Adviser

The New Homes Group; Colchester; On-site; GBP 25,000; Full time

Job summary

Join a leading new homes mortgage provider as a Trainee Mortgage Adviser and embark on a rewarding career in Financial Services. This role offers comprehensive training over 24 months, leading to full CeMAP qualifications and the opportunity to transition into a home-based Mortgage Adviser position. With a competitive salary structure, generous commission, and numerous benefits, this is an excellent opportunity for those passionate about customer service and sales. Enjoy a supportive environment with opportunities for personal development and progression within the industry.

Benefits

28 days paid holiday

Contributory workplace pension

Employee Assistance Programme

Death in service cover

Discounted gym memberships

Salary Sacrifice Car Leasing Scheme

Health Screening discounts

Access to discounts platform

Qualifications

• Strong desire to work in Financial Services, particularly mortgages.
• Proven track record in customer service and sales.

Responsibilities

• Make and receive calls to customers referred by national house-builder clients.
• Record customer details and arrange appointments with Mortgage Advisers.

Skills

Customer Service

Sales

Interpersonal Skills

Communication Skills

Microsoft Office

Education

CeMAP Qualification

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Job Title: Trainee Mortgage Adviser

We now have an additional opportunity to join the UK's leading new homes mortgage provider as a Trainee Mortgage Adviser and start a long-term career in Financial Services.

Location: During the training period, which is expected to last 24 months, you will be based full-time at our new offices in Colchester. Once your training is complete and you have obtained your full CeMAP qualifications, you will be promoted to a full-time home-based Mortgage and Protection Adviser.

Target: Candidates with a strong desire to work within the Financial Services arena, with a demonstrable track record in customer service and/or sales.

Year One Rewards: During the first 6 months, you will receive a guaranteed salary of £25,000, which will reduce to a basic salary of £23,000 after 6 months. You will also benefit from a generous commission and benefits package, with a first-year OTE of £28K-£32K. Overtime is regularly available and paid at £150 per day.

After 12 Months: Your OTE will increase to £35K-£40K, with overtime paid at £170 per day.

After 24 Months: You will have the opportunity to become a fully CeMAP-qualified, home-based Mortgage Adviser, with a basic salary of up to £35K and an expected OTE of £70K.

CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including study materials and all exam entry costs.

Working hours: Working a 4-week rotating rota including early and late shifts; working every other weekend is required.

Main Purpose Of The Role: During your 24-month training, you will make and receive calls to customers referred by our national house-builder clients. Your role involves recording their details, completing fact finds, researching lenders' affordability and criteria, and arranging appointments with our Mortgage Advisers.

Required Knowledge, Skills, and Qualifications:

• A strong desire to work within the Financial Services Industry, particularly mortgages and protection.
• A proven track record in customer service and sales.
• Excellent interpersonal and presentation skills, with outstanding communication and listening abilities. Able to explain complex information clearly.
• Organized, disciplined, and structured in approach.
• Highly competent in IT, including Microsoft Office (Excel, Word, Outlook).
• Full driving license and access to a vehicle are required.

Benefits:

• Opportunities for progression, promotion, and personal development in a leading business.
• 28 days paid holiday including Bank Holidays (plus your birthday off after passing probation).
• Contributory workplace pension.
• 24-hour Employee Assistance Programme.
• Death in service cover.
• Access to discounts platform, Perks at Work.
• Self-funded Health Care plan.
• Health Screening discounts.
• Discounted gym memberships.
• Discounts on estate agency, mortgage, and surveying services.
• Salary Sacrifice Car Leasing Scheme.

(*Subject to T&Cs)
(**Subject to CeMAP qualification and meeting targets)

If interested, please send your CV by clicking 'Apply Now' or contact Maddy Shaw at 01206-715372 for a confidential chat.