Trainee Mortgage Broker

Dexters Estate Agent Group; London; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading estate agency is seeking a motivated sales individual to support financial advisers in providing mortgage and protection advice. This role involves booking appointments, selling products, and gaining valuable experience in the financial sector. Ideal for those with a sales background and a commitment to achieving professional qualifications.

Qualifications

• Proven interest and skills in sales.
• Thorough understanding of applicable legislation.
• Ambition to succeed and willingness to study for qualifications.

Responsibilities

• Book appointments for financial advisers and follow up on leads.
• Research mortgage products and provide best deal recommendations.
• Assist in client appointments and draft communications.

Skills

Sales skills

Organisational skills

Attention to detail

Communication

Objection handling

Education

CEMAP 1, 2 and 3 examinations

Job description

Main purpose of role: Book appointments for the financial advisers by contacting new and existing clients whilst providing a 5-star service. Grow knowledge and experience working alongside qualified Adviser and with the aim of providing mortgage & protection advice to clients once qualified.

Location: Hampton Hill

Hours: Monday-Friday 8.30am-5.30pm

Key Responsibilities:
Selling Mortgage and Life Products
- Follow up leads and book appointments for potential new clients
- Follow up mortgage reviews and generate appointments
- Sit in on client appointments and draft follow up communications
- Recommended the best deal for the client
- Printing illustrations and comparables
- Recommend Life cover, prepare life quotes and follow through to close
- Place Mortgage and life cases on the Smartr system

Systems and Processes
- Learn the Mortgage Brain System
- Key Agreements In Principle (AIP) prior to submission of full application
- Research quotes on Mortgage Brain
- Become fully conversant withthe Smartr system
- Understand electronic identification process (EIDV)

Research and Market Knowledge
- Research mortgage products to identify the best deal for the client
- Recommend panel Solicitors
- Understand different types of surveys
- Ensure Sesame Learning Plans are dealt with as and when they fall due
- Read and understand Sesame compliance manual

Requirements:
- Proven interest and skills in sales
- Thorough understanding of all applicable legislation (list key requirements)
- Committed to study for CEMAP 1, 2 and 3 examinations
- Ambition to succeed
- Familiarity working within the estate agency or mortgage environment would be preferred

Skills:
- Organised
- Works well under pressure
- Motivational
- Attention to detail essential
- Excellent communicator
- Objection handling