Trainee Mortgage Advisor

The Acorn Group; Bromley; On-site; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a Trainee Mortgage Advisor to join their dynamic team in Bromley. This role is fully sponsored for CeMAP qualifications, providing you with the opportunity to become a qualified Mortgage Advisor. You will engage with potential clients through various communication channels, schedule appointments, and manage client interactions with a focus on exceptional service. The company offers a supportive environment with clear pathways for career progression and professional development, making it an ideal place for motivated individuals eager to excel in the real estate sector.

Benefits

Career Growth Opportunities

Market Leading Training

Collaborative Team Environment

Annual Awards Ceremony

Generous Holiday Allowance

Parental Leave Policy

Employee Assistance Programme

Retail Discounts

Qualifications

• Strong communication and organization skills are essential.
• Previous experience in sales or customer service is preferred.

Responsibilities

• Contact potential clients to introduce mortgage services and schedule appointments.
• Maintain accurate records of client interactions in our CRM system.

Skills

Communication Skills

Organizational Skills

Attention to Detail

Customer Focus

Self-Motivation

IT Literacy

Resilience

Sales Experience

Education

CeMAP Qualifications

Tools

CRM System

Job description

Job Title: Trainee Mortgage Advisor

This Trainee Mortgage Advisor role is fully sponsored for CeMAP qualifications (CeMAP 1,2 & 3), providing full support and funding to help you become a qualified Mortgage Advisor

Location: The Acorn Group Head Office – Bromley Kent.

Brand: Acorn

Salary: OTE: up to £40,000.00 per annum

Hours: Monday to Thursday from 8:15am to 6pm, Fridays from 8:15am to 5:30pm

About The Acorn Group:

Renowned as market leaders, The Acorn Group is London's largest multi-brand estate agency. We offer our clients the best brands, with the best people, in the best locations and in 2022 we were acquired by LRG.

Job Summary and Key Responsibilities:

This is a Telephone based lead generation role, leveraging LRG client database to source financial services referral opportunities for a full range of prospective clients. The role will be targeted on the scheduling and completion of mortgage & protection appointments with Mortgage Scout Advisors.

We are looking for candidates with previous experience in sales and or customer service, ideally within a fast paced or client facing environment.
This role offers a clear pathway for career progression, with the opportunity to become a fully qualified Mortgage Advisor within the business upon completion of training and development milestones.

Duties will include:

1. Contact potential clients via phone, email, and other communication methods to introduce our mortgage services and schedule appointments.
2. Coordinate and schedule appointments between clients and mortgage advisors, ensuring all necessary information is collected and communicated and clients are appraised of information/documentation requirements.
3. Database Management: Maintain accurate and up-to-date records of client interactions and appointments in our CRM system and bespoke data sheets.
4. Client servicing: Providing high standards of professional customer service at all times, ensuring approach is tailored to meet the unique needs of each individual customer.
5. Performance KPIs: Appointment booking and completion volumes and conversions, Mortgage & protection sign up volumes and conversions, Ancillary and third-party product/advice opportunities generated.

Skills required:

1. Strong Communication and organisation skills.
2. Excellent attention to detail.
3. Customer focused mindset.
4. Commitment to service standards.
5. A commitment to learning and self-development.
6. Self motivated and eager to learn.
7. Ability to build and nurture trusted relationships at all levels.
8. Be responsive to change.
9. IT literacy.
10. Resilience and a positive attitude.
11. Previous experience within a sales/customer service based role.

What we can offer you:

1. Proven track record for career growth and advancement within the company
2. Market leading training and ongoing professional development
3. Supportive and collaborative team environment

Benefits:

1. Excellent opportunities for career progression.
2. Fabulous rewards and incentives for Top achievers.
3. Annual Awards Ceremony.
4. Generous Holiday allowance, increasing by 1 day per year based on service up to an additional 5 days holiday per year.
5. Excellent parental leave & company fertility policy in place.
6. Access to an Employee assistant programme including access to a virtual GP 24/7 and mental health first aiders.
7. Retail discounts.

The Acorn Group as part of LRG, are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team, who shares our commitment to excellence in the Real Estate Industry.

LRG does not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVS’s or candidate referral from Recruitment agencies, and any such submissions will not be considered.