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For Companies At a Glance
- Tasks: Join our team to advise clients on mortgage products and manage applications.
- Company: Be part of a friendly, motivated team in a modern office environment.
- Benefits: Enjoy a competitive salary, bonuses, study support, and company events.
- Why this job: Kickstart your career in finance with training and growth opportunities.
- Qualifications: Ideal for those with finance experience or relevant qualifications; CeMAP support provided.
- Other info: Flexible working hours with a mix of individual and team tasks.
Trainee Mortgage Adviser
Chester
22,300 – 25,000 plus bonus
This is an exceptional opportunity for someone either looking to start their career in mortgages, or someone who has a degree of experience in the industry and is full/part CeMAP qualified.
The Trainee Mortgage Adviser will be trained to fully understand the core elements of the role, before moving on to advise customers on suitable mortgage products, according to their individual financial situation.
The successful Trainee Mortgage Adviser will join a well-established, motivated, friendly team in a modern, open-plan office with car parking onsite. You will be rewarded with a quarterly performance bonus; financial support to study CeMAP levels 1, 2 and 3; a holiday buy and sell scheme; and company events.
Responsibilities and duties:
- Advising on suitable mortgage products, dealing with referrals from a panel of intermediaries and leads generated from company marketing activity.
- Completion of fact-find.
- Carry out suitable property valuation research where applicable.
- Analysing credit searches.
- Providing advice and recommendations to clients, taking into account their preferences and financial circumstances.
- Completion of compliance documentation relevant to each application.
- Ensuring internal compliance and regulations are adhered to at all times.
- Maintaining a bespoke mortgage management system with relevant information to each individual case.
- Ensuring knowledge is kept fully up to date in relation to products and criteria changes.
- Responding to client communications effectively and in a timely manner.
- General office and administration duties.
- Complying with FCA conduct rules
Qualifications and skills:
- Previous experience working within the finance industry is preferred.
- 2 A levels grade C or above OR a degree with a classification of 2:2 or above.
- Has or is working towards CeMAP qualification, or is willing to do so.
- A ‘can-do’ attitude, with an ability to think of multiple solutions/solve problems.
- Confident with Microsoft Word, Excel and Outlook.
- Extremely organized and analytically minded with exceptional attention to detail.
- Polite telephone manner and an excellent communicator
- Self-motivated, naturally organised and able to adjust to changing priorities.
- Comfortable working both individually and as part of a team.
- Committed to completing tasks on time.
- Strong aptitude for learning.
- A strong customer focus with the desire to go the extra mile.
- Strong work ethic and positive attitude.
Hours of work:
37.5 hours a week Monday to Friday, including a minimum of two evening shifts (finishing at 7pm).
Trainee Mortgage Adviser employer: The Business Connection
Contact Detail:
The Business Connection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Adviser
✨Tip Number 1
Familiarize yourself with the mortgage industry by reading up on current trends and regulations. This will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in the mortgage sector. Attend industry events or join online forums to connect with potential mentors who can provide insights and advice.
✨Tip Number 3
Demonstrate your problem-solving skills during the interview process. Prepare examples of how you've tackled challenges in previous roles or academic projects, as this aligns with the 'can-do' attitude they are looking for.
✨Tip Number 4
Showcase your organizational skills by discussing any relevant experiences where you managed multiple tasks or projects. This will highlight your ability to handle the responsibilities of a Trainee Mortgage Adviser effectively.
We think you need these skills to ace Trainee Mortgage Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in the finance industry, especially if you have worked with mortgages before. Emphasize your qualifications, such as A levels or a degree, and mention your progress towards CeMAP certification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work as a Trainee Mortgage Adviser and how your skills align with the responsibilities outlined in the job description.
Showcase Your Skills: In your application, highlight your organizational skills, attention to detail, and customer focus. Provide examples of how you've demonstrated these qualities in previous roles or experiences.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the finance industry.
How to prepare for a job interview at The Business Connection
✨Show Your Passion for Mortgages
Make sure to express your enthusiasm for the mortgage industry. Whether you're just starting out or have some experience, sharing why you're interested in this field can set you apart from other candidates.
✨Demonstrate Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles or during your studies. Highlighting your 'can-do' attitude and ability to think of multiple solutions will resonate well with the interviewers.
✨Familiarize Yourself with Compliance Regulations
Since compliance is a key part of the role, brush up on relevant FCA conduct rules and regulations. Being able to discuss these confidently will show that you understand the importance of adhering to industry standards.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and training opportunities. This not only shows your interest in the position but also helps you determine if the company is the right fit for you.
