Trainee Mortgage Advisor

THE OPENWORK PARTNERSHIP; Blackpool; On-site; GBP 23,000 - 28,000; Full time

Job summary

A leading financial service firm in Blackpool is seeking a Trainee Mortgage Adviser to join their ambitious team. The new hire will receive support and training to develop their career in mortgage advice, handling client cases from start to finish. With a salary range of £23,000 to £28,000, the position offers flexibility, paid leave, and the potential for salary increases upon qualification.

Benefits

Paid annual leave

Flexible working once established

Training opportunities

Qualifications

• Qualified with CeMAP or equivalent.
• Experience in mortgage environment beneficial.
• Ability to work independently.

Responsibilities

• Provide advice and recommendations on Mortgage & Protection Products.
• Manage cases from enquiry to completion.
• Maintain up-to-date skills and knowledge through regular CPD.

Skills

Effective communication skills

Attention to detail

Strong IT skills

Excellent verbal communication skills

Excellent written communication skills

Drive and motivation

Education

CeMAP or CII Certificate in Mortgage Advice

Job description

Trainee Mortgage Adviser (qualified) -

No agencies please! Apply directly via the advert.

About the Firm

Appletree has been established since 1999. We aim to achieve excellence beyond the standard of our profession by helping clients create, protect, and manage their money.

We offer clear, precise, and professional planning in an uncertain financial world. Our advice process provides solutions for all types of people and circumstances, regardless of their time, money, or knowledge. This is powered by expert technical knowledge, honest values, leading-edge technology, and outstanding customer service.

About the Role

The Practice Principals are seeking ambitious individuals to join their successful team of advisers. We are currently looking for a Trainee Mortgage Adviser who will be supported and developed in their role.

The Benefits

• Salary: GBP23,000 to GBP28,000 (dependent on experience), increasing upon achieving CAS status
• Paid annual leave
• Flexible working once established
• Training opportunities

Your Responsibilities

• Provide advice and recommendations on Mortgage & Protection Products
• Manage cases from enquiry to completion
• Maintain up-to-date skills and knowledge through regular CPD

Requirements to Succeed

• CeMAP or CII Certificate in Mortgage Advice qualification or equivalent
• Effective communication skills and ability to build rapport
• Attention to detail
• Mortgage environment experience is beneficial
• Strong IT skills
• Excellent verbal and written communication skills
• Drive and motivation to succeed
• Ability to work independently