Trainee Mortgage Advisor

IMPRESSION RECRUITMENT LIMITED; Skipton; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Salary £24k-£30k

Progression into Mortgage Advisor

Commission opportunity

CeMAP support

Mentoring from experienced Advisors

Live mortgage cases exposure

Independent business culture

Regular hours 9–5

Job summary

Impression Recruitment Limited in Skipton is seeking a Trainee Mortgage Advisor to join a flourishing independent financial services business. You will work closely with experienced Advisors, gaining exposure to live mortgage cases, lenders and the advisory process, while receiving training and mentoring to develop into a fully qualified Advisor.

The role offers a clear progression into a Mortgage Advisor position, with a base salary of £24,000 - £30,000, progression opportunities, and

Qualifications

• CeMAP qualification in progress or completed, with mortgage/financial services exposure.
• Strong communication and interpersonal skills to build relationships with clients and lenders.
• Highly organised with attention to detail and ability to manage documentation.

Responsibilities

• Support live mortgage cases from enquiry to completion.
• Assist with mortgage applications, documentation and client files.
• Communicate with clients and lenders to build knowledge of products and market.
• Support experienced Mortgage Advisors during the advisory process.
• Learn to assess client circumstances and mortgage requirements.
• Develop knowledge of mortgage products, lenders and FCA/regulatory requirements.
• Build relationships and provide high level of service to clients.
• Work toward CeMAP qualification where required.
• Gradually take on more responsibility and progress to a fully qualified Mortgage Advisor position.

Skills

Communication

Organization

Career mindset

Education

CeMAP

Job description

Job Title: Trainee Mortgage Advisor
Location: Skipton
Salary: £24,000 - £30,000 per annum + progression + commission
Hours: Monday - Friday, 9:00am - 5:00pm

Are you looking to build a genuine career within mortgage advice and financial services?

Perhaps you've already started your CeMAP qualification, have some experience within mortgages, financial services, or you're simply looking for the opportunity to take your first serious step towards becoming a fully qualified Mortgage Advisor.

We're working exclusively with a flourishing independent financial services business in Skipton that is looking for a Trainee Mortgage Advisor to join its close knit team.

This isn't an opportunity where you'll spend the first year sitting on the sidelines doing basic administration.

You'll work closely alongside experienced Mortgage Advisors, gaining real exposure to live mortgage cases, clients, lenders and the advisory process, whilst receiving the training, mentoring and support needed to develop into a fully qualified Advisor.

It's an opportunity to learn the industry properly, build your knowledge and ultimately develop your own career within mortgage advice.

What You'll Be Doing

From day one, you'll be involved in the wider mortgage process and gradually take on more responsibility as your knowledge and confidence develops.

• Supporting live mortgage cases from initial enquiry through to completion
• Assisting with mortgage applications, documentation and client files
• Speaking directly with clients and lenders, building your communication and industry knowledge
• Supporting experienced Mortgage Advisors throughout the advice process
• Learning how to assess client circumstances and understand their mortgage requirements
• Developing your knowledge of mortgage products, lenders and the wider market
• Gaining an understanding of regulatory, compliance and FCA requirements
• Building relationships with clients and providing a high level of service
• Working towards your CeMAP qualification, where required
• Gradually taking on more responsibility as your experience develops
• Ultimately progressing into a fully qualified Mortgage Advisor position

What We're Looking For

You don't need to be the finished article, that's the point of the role. We're looking for someone with the ambition, attitude and ability to develop into a successful Mortgage Advisor.

• Someone who has already commenced or completed CeMAP
• Currently working within mortgages, financial services, banking, insurance, property or a related environment
• A confident communicator who enjoys speaking to people and building relationships
• Naturally curious and keen to understand how things work
• Highly organised, accurate and comfortable dealing with detailed information
• Commercially aware with a genuine interest in developing a career in mortgage advice
• Someone with a "get stuck in" attitude who is comfortable asking questions and learning from experienced people
• Looking for a long term career, rather than simply another job

What's on offer:

• £24,000 - £30,000 basic salary
• Clear progression into a Mortgage Advisor position
• Commission opportunity as you progress
• Full support with CeMAP and professional development
• Direct mentoring from experienced Mortgage Advisors
• Genuine exposure to live mortgage cases and clients
• A supportive, close-knit independent business
• Monday-Friday working, 9:00am - 5:00pm
• The opportunity to build a long term career within financial services

The Bigger Picture

This isn't simply about becoming better at administration. The objective is to develop you into a confident, knowledgeable and fully qualified Mortgage Advisor who can ultimately manage clients and mortgage cases with increasing independence. If you're ambitious, willing to learn and serious about building a career in mortgage advice, this could be the opportunity you've been waiting for.

Our Guarantee

Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match.

Here at Impression we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic