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Trainee Mortgage Advisor
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
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.
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
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.
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.
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.
Free leads provided.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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