Trainee Mortgage & Protection Advisor (Fully Remote)

Financial success ltd; Tyseley; Remote; GBP 40,000 - 80,000; Full time

Job summary

A financial advisory firm is seeking individuals for the role of Trainee Mortgage & Protection Advisor. This fully remote position offers comprehensive training including obtaining the Cemap certification, enabling candidates to earn while they learn. The role is flexible, allowing part-time to full-time engagement, providing an opportunity to earn a substantial income based on client sales, with a potential OTE of up to £80k annually after the initial training period.

Benefits

Comprehensive training provided

Flexible working hours

Free leads provided

Qualifications

• Strong communication skills to advise clients effectively.
• Ability to manage client relationships and their expectations.
• Interest in financial services and estate planning.

Responsibilities

• Learn and perform roles of mortgage and protection advisor.
• Communicate with clients to understand their needs.
• Complete training and earn while you learn.

Skills

Communication skills

Client management

Financial advising

Education

Cemap certification (preferred but not required)

Job description

Trainee Mortgage & Protection Advisor (Fully remote)

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

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

During this trainee period, you will learn how to be an advisor whilst actually doing the role so you can get paid. We focus on estate planning for the first month only, then protection is added and then mortgages if qualified.

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 so £40k OTE during first 3 months. After 3 months this should increase to 2 cases a week and therefore £80k a year.

We pay for all training including CEMAP, membership fees and software costs etc. We also provide full training on Estate Planning (wills, trusts and powers of attorney) to enable you to earn another £25k a year.

There is a small set up fee of £295. However £200 will be deferred and taken out of commissions at the end of the first month. £95 will be taken on enrolment.

We can provide free leads. All appointments and training will be done remotely so no need to attend an office.

If you are currently working you can start this role to fit around your current work/life.