Trainee Mortgage Advisor

Anderson Recruitment Ltd; Gloucester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local estate agency in Gloucester is seeking a Trainee Mortgage Advisor to join their Financial Services team. This role offers a competitive salary along with a car allowance and commission opportunities. Candidates should demonstrate strong IT and communication skills, with prior experience in an office environment being preferable. If you are eager to start a career in mortgage advice, this position is ideal for you.

Benefits

Competitive basic salary

Car allowance

Commission structure once advising

Qualifications

• Previous experience in an administrative or customer-focused office role required.
• CeMap qualification or equivalent beneficial but not essential.
• Ability to work within a team and meet deadlines.

Responsibilities

• Support the mortgage team with administration of mortgage applications.
• Conduct face-to-face and telephone appointments with clients.
• Ensure all documents are uploaded and communications recorded.

Skills

Strong IT skills

Confident communication

Teamwork

Education

CeMap qualification or equivalent

Tools

Microsoft Office

Job description

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Looking to join a fun, lively, dynamic and forward-thinking local company? Do you like variety? Would you like to work in a company that can offer future progression opportunities? If so then this could be the perfect role for you!

Our client, a very successful and multi-award-winning estate agency, based in Quedgeley are looking for a Trainee Mortgage Advisor to join their Financial Services team.

This is an excellent foot in the door to the mortgage advisory world where you will begin assisting with all mortgage administration, working closely alongside experienced advisors with the view to them progress into an advisory role yourself.

Whether you have recently completed your CeMap qualification and are looking to get some hands on experience or you are completely new to the world of mortgage advice but wish to build a career in this area, this could be the perfect job for you!

Key Responsibilities:

-Support the mortgage team with administration of mortgage and protection applications
- Regular liaison with lenders, providers, Solicitors and clients to obtain updates and ensure a smooth process from start to finish

-Conducting face-to-face and telephone appointments with clients

-Giving clients advice & recommendations

-Ensuring all documents are uploaded and communications are recorded on the appropriate systems

-Dealing with incoming calls, emails and post

-Responding quickly and effectively to all communication from clients

-Motivating and communicating with colleagues

Candidate Attributes:

-Previous experience in an administrative or customer focussed office role

-CeMap qualification or equivalent CF1 & CF6 beneficial but by no means essential

-Strong IT skills, including experience using Microsoft Office

-Confident communication skills – written and verbal

-Reliable and committed

-The ability to work within a team and to deadlines

Hours: Monday – Friday, with occasional Saturdays (time off given in lieu)

Salary: Competitive basic salary + car allowance and commission structure once advising