Trainee Mortgage Advisor

Financial success ltd; United Kingdom; Remote; GBP 32,000 - 48,000; Full time

Job summary

A financial services firm is seeking Trainee Mortgage & Protection Advisors. This fully remote role offers the chance to earn while you learn, gaining Cemap certification and hands-on experience in advising clients. Initial training is self-employed with an option for employment later. Responsibilities include learning client interactions and focusing on estate planning before advancing to protection and mortgages. Free leads are provided.

Benefits

Free training including CEMAP

Free leads provided

Qualifications

• No prior experience required.
• Interest in financial services and mortgages.
• Willingness to learn and gain Cemap certification.

Responsibilities

• Learn how to be an advisor, do fact finds, presentations, and recommendations.
• Focus initially on estate planning.
• Transition to protection and mortgages once qualified.

Job description

Overview

Trainee Mortgage & Protection Advisor

We are looking for individuals with or without Cemap who want to start a career as a mortgage and/or protection advisor.

This Trainee Mortgage & Protection Advisor role is fully remote!

We are full training and the opportunity to earn while you learn.

Gain cemap and experience of how to be an advisor in financial services

Structure and Hours

Part time (continue existing role) or full time Trainee Mortgage & Protection Advisor roles available

Initially self employed for 3 months then with an option for employed if you wish.

Responsibilities

During this trainee period, you will learn how to be an advisor, how to do fact finds, presentations, recommendations etc.

We focus on estate planning for the first month only, then protection is added and then mortgages if qualified.

Performance and Compensation

Trainee advisors will be working during this period speaking to clients and OTE is around £800 per client sold and we would expect one client a week.

We pay for all training including CEMAP, membership fees and software costs etc.

Lead generation

Free leads provided.