Trainee Mortgage Advisor

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

Job summary

A leading mortgage advisory company is seeking motivated individuals in Walthamstow to provide clients with expert mortgage advice. This role involves meeting various clients, ensuring customer satisfaction, and exceeding sales targets. The ideal candidate will be customer-focused, have a proven sales record, and be eager to learn about financial solutions. The position offers comprehensive benefits such as generous holiday, pension, and more, making it a great opportunity for those looking to enhance their career in financial services.

Benefits

33 days paid holiday

Extra day off for birthday

Pension

Life Insurance

Company Rewards and Incentives

Structured Career Path

Employee Assistance Scheme

Qualifications

• Passion for helping customers find the right financial solutions.
• Proven sales record is preferred.
• Ability to work with clients both face-to-face and virtually.

Responsibilities

• Provide mortgage advice and protection to clients.
• Sell insurance products.
• Exceed sales targets and build strong client relationships.
• Liaise with lenders and work with the Admin Support Team.

Skills

Customer focus

Drive and motivation

Sales ability

Relationship building

Job description

Basic Salary

£26,000

On Target Earnings

£45,000 - £60,000

Location

Walthamstow

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!