Trainee Mortgage Advisor

Humphrey & Kirk; Portsmouth; On-site; GBP 26,000 - 60,000; Full time

Job summary

A financial services company in Portsmouth is seeking a motivated individual to provide exceptional mortgage advice and sell associated products. Successful candidates will be customer-focused, with a solid sales background. Responsibilities include meeting client needs face-to-face or virtually, exceeding sales targets, and maintaining strong relationships to ensure repeat business. A full driving license is preferred for this role, which offers a competitive salary and a range of employee benefits, including 33 paid holiday days and a structured career path.

Benefits

Commission on holidays

33 days paid holiday

Extra day off for birthday

Pension

Life insurance

Company rewards and incentives

Structured career path

Employee assistance scheme

Qualifications

• Customer-focused and motivated individual with a proven sales record.
• Ability to drive and having a full driving license is preferred.

Responsibilities

• Provide the best mortgage advice to clients faced with various choices.
• Seek optimal financial solutions for customers.
• Advise on insurance products from Legal & General.
• Meet and exceed sales targets.
• Collaborate with estate agency colleagues to maximize leads.

Skills

Customer focused

Sales experience

Relationship building

Motivation

Job description

Basic Salary

£26,000

On Target Earnings

£45,000 - £60,000

Location

Portsmouth

Work Pattern

5 days per week including some Saturdays (typically 1-2 Saturdays off per month depending on the role/office)

Special Requirements

A full driving licence and your own vehicle is preferred as the options are greater if you can drive

The client is looking for great people who they can sponsor and train to achieve the professionally recognised mortgage qualification, CeMAP. If you have that special something and have a proven sales record, they would be delighted in helping you through your qualification.

Benefits

• Holiday Commission
• 33 days paid Holiday
• Extra day off for your birthday
• Pension
• Life Insurance
• Company Rewards and Incentives
• Structured Career Path
• Employee Assistance Scheme

The Role

• Meet with lots of different clients (either face to face or virtually) and make sure they give them the best possible mortgage advice and protection (you will learn more about these as you develop your skills)
• Seek out the best financial and mortgage solutions for our customers
• Advising on and selling associated insurance products from the market leading Legal & General
• Meeting and exceeding targets
• Work closely with our estate agency colleagues and help them maximise any new leads and opportunities
• Build great relationships that mean customers come back to us time and time again
• Work with our existing client base! Very often they are a great source of new and unexpected business
• Liaise with lenders to make sure we keep up to date with new products (we have access to the whole of market which means we truly can personalise each deal)
• Work closely with our Admin Support Team ensuring our cases are completed and FCA compliant

So, what do I need?

• To be people and customer focused
• Bags of drive, motivation and passion to succeed
• Focused on turning the “ordinary” into the “extraordinary” and not be afraid of hard work
• Ideally, to be able to drive, as there will be times later on in your career when you need to help out neighbouring offices and also attend regular sales meetings
• And yes, you will be the type of person that would love seeing your customers’ eyes light up when you help them finance their perfect property!