Trainee Mortgage Advisor

Trainee Mortgage Advisor

Welling Internship 27000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage solutions and build lasting relationships.
  • Company: Join the number 1 mortgage broker on Trust Pilot and kickstart your career!
  • Benefits: Enjoy 33 days holiday, birthday off, pension, life insurance, and exciting rewards.
  • Why this job: Gain a recognised qualification while making a real impact in people's lives.
  • Qualifications: Sales experience and a passion for helping others are key; driving licence preferred.
  • Other info: Flexible work pattern with opportunities for growth and development.

The predicted salary is between 27000 - 36000 £ per year.

A fantastic opportunity for a Trainee Mortgage Advisor to join a number 1 mortgage broker according to Trust Pilot!

Basic Salary: £27,000

On Target Earnings: £45,000 - £60,000

Location: Welling

Work Pattern: 5 days per week including some Saturdays (typically 1-2 Saturdays off per month depending on the role/office)

Special Requirements: A full driving licence and your own vehicle is preferred as the options are greater if you can drive.

The client is looking for great people who they can sponsor and train to achieve the professionally recognised mortgage qualification, CeMAP. If you have that special something and have a proven sales record, they would be delighted in helping you through your qualification.

Benefits:

  • 33 days paid Holiday
  • Extra day off for your birthday
  • Pension
  • Life Insurance
  • Company Rewards and Incentives
  • Structured Career Path
  • Employee Assistance Scheme

The Role:

  • Meet with lots of different clients (either face to face or virtually) and make sure they give them the best possible mortgage advice and protection (you will learn more about these as you develop your skills).
  • Seek out the best financial and mortgage solutions for our customers.
  • Advising on and selling associated insurance products from the market leading Legal & General.
  • Meeting and exceeding targets.
  • Work closely with our estate agency colleagues and help them maximise any new leads and opportunities.
  • Build great relationships that mean customers come back to us time and time again.
  • Work with our existing client base! Very often they are a great source of new and unexpected business.
  • Liaise with lenders to make sure we keep up to date with new products (we have access to the whole of market which means we truly can personalise each deal).
  • Work closely with our Admin Support Team ensuring our cases are completed and FCA compliant.

So, what do I need?

  • To be people and customer focused.
  • Bags of drive, motivation and passion to succeed.
  • Focused on turning the 'ordinary' into the 'extraordinary' and not be afraid of hard work.
  • Ideally, to be able to drive, as there will be times later on in your career when you need to help out neighbouring offices and also attend regular sales meetings.
  • And yes, you will be the type of person that would love seeing your customers’ eyes light up when you help them finance their perfect property!
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Contact Detail:

Humphrey & Kirk - Specialists in Property Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the mortgage market and current trends. Understanding the basics of mortgages and the different types available will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Network with professionals in the mortgage industry. Attend local events or join online forums to connect with experienced advisors who can provide insights and potentially refer you to opportunities.

✨Tip Number 3

Prepare to demonstrate your sales skills. Since a proven sales record is important for this role, think of specific examples from your past experiences where you successfully met or exceeded targets.

✨Tip Number 4

Showcase your customer service skills. Be ready to discuss how you've built relationships with clients in previous roles, as this is crucial for a Trainee Mortgage Advisor who needs to create trust and rapport.

We think you need these skills to ace Trainee Mortgage Advisor

Customer Service Skills
Sales Skills
Communication Skills
Relationship Building
Attention to Detail
Problem-Solving Skills
Time Management
Negotiation Skills
Financial Knowledge
Adaptability
Teamwork
Motivation and Drive
Understanding of Mortgage Products
Compliance Awareness
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience, especially in sales or customer service. Emphasise any achievements that demonstrate your ability to meet targets and build relationships.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients and your motivation to succeed in the mortgage industry. Mention why you are interested in this specific role and how you align with the company's values.

Highlight Relevant Skills: In your application, focus on skills that are crucial for a Trainee Mortgage Advisor, such as communication, problem-solving, and a customer-focused approach. Provide examples of how you've demonstrated these skills in previous roles.

Show Enthusiasm for Learning: Express your eagerness to learn and grow within the role. Mention your willingness to pursue the CeMAP qualification and how you see it benefiting both your career and the company.

How to prepare for a job interview at Humphrey & Kirk - Specialists in Property Recruitment

✨Show Your Passion for Customer Service

As a Trainee Mortgage Advisor, you'll be working closely with clients. Make sure to express your enthusiasm for helping people and providing excellent customer service during the interview. Share any relevant experiences where you've gone above and beyond for customers.

✨Demonstrate Your Sales Skills

Since a proven sales record is important for this role, prepare examples of your past sales achievements. Highlight how you met or exceeded targets and discuss the strategies you used to close deals. This will show your potential employer that you have the drive to succeed.

✨Research the Company and Industry

Familiarise yourself with the mortgage industry and the specific company you're interviewing with. Understand their services, values, and what sets them apart from competitors. This knowledge will help you answer questions more effectively and demonstrate your genuine interest in the role.

✨Prepare Questions to Ask

Interviews are a two-way street, so come prepared with thoughtful questions about the role, training opportunities, and company culture. This not only shows your interest but also helps you determine if the company is the right fit for you.

Trainee Mortgage Advisor
Humphrey & Kirk - Specialists in Property Recruitment
Location: Welling
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