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- Tasks: Join us as a Trainee Mortgage Advisor and develop into a fully qualified Mortgage Broker.
- Company: Be part of a leading finance company with a strong reputation in the industry.
- Benefits: Enjoy a guaranteed salary of £30,000 plus bonuses, comprehensive benefits, and training support.
- Why this job: This role offers exciting career advancement in a rewarding sector with a focus on customer service.
- Qualifications: Sales experience and IT literacy are essential; we provide training for your CeMAP qualifications.
- Other info: You'll build valuable relationships and gain insights into the mortgage industry while working in a supportive team.
The predicted salary is between 24000 - 30000 £ per year.
A leading and reputable finance company currently requires a Trainee Mortgage Advisor / Business Development Executive. It will train and develop you into a fully authorised Mortgage Broker, starting as an internal Business Development Executive, and moving into the position of Mortgage Broker. It will pay for your CeMAP qualifications. A real career advancement opportunity into an exciting and rewarding sector.
Guaranteed annual salary of £30,000, made up with a guaranteed monthly bonus of £500 (minimum) and a base salary of £24,000, plus a comprehensive benefits package, staff incentives, full training, and financing for your CeMAP qualification.
Trainee Mortgage Advisor Overview: The primary role of a Mortgage Broker is to market the company and actively establish a network of mortgage brokers and independent financial advisors, from which customer referrals are generated.
Trainee Mortgage Advisor Main Duties:
- The development of new business, via methods such as canvassing, outbound, and inbound telemarketing.
- Build up a broker database and maintain good relationships accordingly.
- To maintain a competent level of understanding of mainstream lender’s underwriting policies and procedures.
- Sales processing and accurate data entry.
- Submission of timely and accurate application packs.
- Adherence to quality and compliance standards.
- To assist the Specialist Mortgage Advisor at the applicable stages of the sales process.
- To pay high regard to Financial Conduct Authority (FCA) regulations including Treating Customers Fairly Principles.
- Encourage and maintain a high level of customer service and excellence.
- To pay particular attention to ensuring the confidentiality of sensitive information.
- To always behave in a positive and professional manner when representing the company.
- General housekeeping duties, ensuring the office is kept tidy.
- To follow all company policies and procedures.
- Any other duties as requested by your Manager.
Trainee Mortgage Advisor Personal Duties:
- To always display Company core values.
- To actively keep updated with the company’s services.
- To develop yourself by, where necessary, attending courses, meetings, training events, workshops, and seminars, to not only develop yourself but also the company.
- To demonstrate clear written and verbal communication skills.
- To be highly self-motivated and organised.
- To ensure effective customer care skills.
- To make informed decisions whilst being aware of the consequences.
- A recognition and regard for observing confidentiality.
- The capacity to work as part of a team.
- An ability to work on own initiative and meet set timescales.
Trainee Mortgage Advisor Experience:
- Sales experience in a busy office environment.
- Outbound sales experience.
- Account management.
- IT literate, particularly with Microsoft Office and the Internet.
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Network with professionals in the finance and mortgage industry. Attend local events or join online forums where you can connect with experienced Mortgage Advisors. This will not only give you insights into the role but also help you build relationships that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the CeMAP qualification and its requirements. Understanding what is expected from you in this training will show your commitment to the role and help you stand out as a proactive candidate.
✨Tip Number 3
Demonstrate your sales skills during any interactions with the company. Whether it's through a phone call or an informal meeting, showcase your ability to engage and persuade, as these are crucial skills for a Trainee Mortgage Advisor.
✨Tip Number 4
Research the company’s values and services thoroughly. Being able to discuss how your personal values align with theirs during conversations will make a strong impression and show that you are genuinely interested in being part of their team.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant sales experience and any customer service roles you've held. Emphasise skills that align with the Trainee Mortgage Advisor position, such as communication, organisation, and IT literacy.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the finance sector. Mention why you want to become a Mortgage Broker and how your previous experiences have prepared you for this opportunity.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as sales processing, data entry accuracy, and understanding of compliance standards. Use specific examples to demonstrate these skills in action.
Showcase Your Motivation: Express your eagerness to learn and grow within the company. Mention your willingness to pursue the CeMAP qualification and how you plan to contribute to the company's success as a Trainee Mortgage Advisor.
How to prepare for a job interview at D&R Recruitment Limited
✨Show Your Sales Skills
Since the role involves business development and sales, be prepared to discuss your previous sales experience. Highlight specific achievements and how you successfully managed client relationships in a busy office environment.
✨Understand the Mortgage Industry
Familiarise yourself with basic mortgage concepts and the role of a Mortgage Broker. This will demonstrate your genuine interest in the position and help you answer questions more effectively.
✨Emphasise Communication Skills
As clear communication is crucial in this role, practice articulating your thoughts clearly. Be ready to showcase your verbal and written communication skills through examples from past experiences.
✨Demonstrate Self-Motivation
The company values self-motivated individuals. Share instances where you took the initiative to achieve goals or improve processes, showing that you can work independently while still being a team player.
