Trainee Mortgage Advisor

Fintelligent; Cheadle; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A dynamic financial brokerage is seeking a motivated Trainee Mortgage Advisor to join their expanding team. This role offers an exciting opportunity to grow your career in a supportive environment, providing expert advice on mortgage options and building strong customer relationships. With a competitive salary package, including a starting salary up to £30,000 and an OTE of £55,000 - £60,000, this position also offers the flexibility of hybrid working. If you're ready to embrace innovation and make a difference in the financial industry, this could be the perfect fit for you.

Benefits

33 days holiday inclusive of bank holidays

Salary sacrifice pension scheme up to 4%

Healthcare cash plan

Life assurance x 2

Enhanced maternity, adoption, or paternity leave

Enhanced sick pay and income protection for up to 2 years

Qualifications

• CeMAP 1 qualification and 2 years of sales experience required.
• Strong understanding of mortgage products and regulations.

Responsibilities

• Contact qualified leads and assess customer applications.
• Provide tailored recommendations and expert mortgage advice.
• Build strong customer relationships and meet sales targets.

Skills

Sales Experience

Communication Skills

Analytical Skills

Organizational Skills

Problem-Solving Abilities

Education

CeMAP 1 qualification

Tools

In-house software

Job description

Are you ready to take the next step in your career as a Trainee Mortgage Advisor? Our client, a leading financial brokerage, is on the lookout for a motivated and talented individual to join their team in Manchester. With an exciting time of growth following a recent acquisition, this is your chance to be part of a dynamic and innovative company. The Trainee Mortgage Advisor role offers a competitive package with a starting salary up to £30,000 and an OTE of £55,000 - £60,000. Enjoy the flexibility of hybrid working, with three days in the office and two from home. Plus, take advantage of 33 days holiday inclusive of bank holidays.

Our client is a prominent player in the financial brokerage industry, expanding rapidly due to a recent acquisition. They are committed to innovation and providing top-notch service to their customers, working alongside prestigious financial institutions globally.

As a Trainee Mortgage Advisor, you'll be responsible for:

• Contacting qualified leads from an online journey.
• Assessing customer applications and providing tailored recommendations.
• Offering expert advice on second charge mortgage options using in-house software.
• Staying informed on industry regulations and lender criteria.
• Building strong customer relationships and ensuring a smooth application process.
• Meeting sales targets and maintaining high customer satisfaction.
• Collaborating with case managers to support applications.
• Contributing to innovation by suggesting and implementing new ideas.

Package and Benefits:

The Trainee Mortgage Advisor role comes with a comprehensive package:

• Annual salary of £25,000 - £30,000 with an OTE of £55,000.
• Hybrid working: three days in the office, two from home.
• 33 days holiday inclusive of bank holidays.
• Salary sacrifice pension scheme up to 4%.
• Healthcare cash plan with separate balance for dependents.
• Life assurance x 2.
• Enhanced maternity, adoption, or paternity leave.
• Enhanced sick pay and income protection for up to 2 years.

To be successful in the Trainee Mortgage Advisor role, you should have:

• CeMAP 1 qualification and at least 2 years of sales experience.
• A performance-driven mindset and accountability for targets.
• Strong understanding of mortgage products and regulations.
• Organisational skills to manage multiple cases in a fast-paced environment.
• Excellent communication and interpersonal skills.
• Detail-oriented with analytical and problem-solving abilities.
• Flexibility to work shifts as needed.

If you're interested in roles such as Mortgage Consultant, Loan Advisor, Financial Advisor, Mortgage Broker, or Lending Specialist, this Trainee Mortgage Advisor position could be the perfect fit for you. Embrace the opportunity to grow your career in a supportive and innovative environment. Don't miss out on this fantastic opportunity to join a leading financial brokerage as a Trainee Mortgage Advisor. If you're ready to make a difference and advance your career, apply now and become part of a team that values innovation and success.