Trainee Mortgage Advisor

Financial success ltd; West Midlands; Remote; GBP 60,000 - 80,000; Part time

Job summary

A financial services firm is seeking a Trainee Mortgage & Protection Advisor to begin a career with remote training opportunities. You will assist clients with estate planning and gain experience in the financial sector. This role offers flexibility with part-time or full-time options and the potential to earn while you learn. Ideal candidates are motivated to start a career in financial advising.

Benefits

Training provided

Free leads

Qualifications

• Willingness to learn and start a career in financial services.
• Ability to communicate with clients effectively.
• Interest in estate planning and financial advice.

Responsibilities

• Learn to conduct fact finds and client presentations.
• Assist with estate planning and protection advice.

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.