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For Companies At a Glance
- Tasks: Join a friendly team and learn the ins and outs of mortgage advising.
- Company: An innovative, award-winning mortgage broker based in Sheffield.
- Benefits: Enjoy a competitive salary, bonuses, study support, and unlimited growth opportunities.
- Why this job: Kickstart your career in finance with personal development and a supportive environment.
- Qualifications: Exceptional organisational skills, customer service passion, and analytical thinking required.
- Other info: Full training provided, including paid CeMAP qualification and progression to fully qualified status.
The predicted salary is between 18000 - 27000 £ per year.
Trainee Mortgage Advisor – Permanent/Full Time Do you dream of stepping into a rewarding career that offers both personal and professional growth within the financial industry? Well, look no further! Due to an exciting period of growth and expansion, a fantastic opportunity has arisen for a Trainee Mortgage Advisor to join an innovative, award-winning mortgage broker in Sheffield. This role will have you joining a close-knit, friendly team where both personal and career development will be at the heart of your journey – it’s the perfect gift for your future! The Role: The Trainee Mortgage Advisor position is part of a Progression Programme designed to guide you on your journey to becoming a fully qualified Mortgage Advisor. You\’ll be learning all the \”magic\” behind the mortgage world, starting with the basics and advancing as you go. At the heart of your training, you\’ll gain a deep understanding of the Shared Ownership scheme and learn how to support customers and clients by: * Being the go-to contact for clients, ensuring their case progresses smoothly. * Conducting affordability checks for Housing Associations on behalf of Homes England. * Reviewing key information to match customers with suitable lenders. * Gathering and understanding required documentation to help customers move forward on their journey to homeownership. Your Future Path: As you gain experience, you’ll receive full support with your CeMAP qualification (paid for by the company!), and once completed, you’ll receive further training before starting to advise your own clients under supervision. Your ultimate goal? Achieving Competent Status and becoming a fully qualified Mortgage Advisor – To be successful in this role, you’ll need: * Exceptional organisational skills to stay ahead of the game. * Excellent customer service skills – you’ll need to bring joy to every interaction! * Empathy and a genuine passion for helping First Time Buyers fulfill their homeownership dreams. * Analytical thinking to review customer information and find the best solutions. * Focus and determination to meet deadlines in a fast-paced, target-driven environment. What’s in it for you? * Permanent, full-time opportunity – ! * Starting salary: £22,500 + monthly bonus (£300-£400) (OTE £27,500). * Competitive salary increases once you hit \’Competent Status\’ as an Advisor, with an additional bonus scheme designed by current advisors, making your OTE up to £70,000. * Company pension plan. * Study support for your CeMAP qualification, plus they will cover the costs! * Sheffield S11 * Unlimited growth opportunities to progress within the company as your skills develop. * Tech and admin systems designed to let you focus on quality advice, not paperwork! If you have a passion for helping others, the drive to excel in a rewarding industry, and the ambition to build a fulfilling career, this Trainee Mortgage Advisor could be for you! Don’t wait—apply today and take the first step toward an exciting future in the financial industry! At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer. Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful
Contact Detail:
A for Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the mortgage industry, especially the Shared Ownership scheme. Understanding these concepts will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with current Mortgage Advisors or professionals in the financial sector. Engaging in conversations can provide valuable insights and may even lead to referrals for the position.
✨Tip Number 3
Demonstrate your customer service skills in any interactions you have. Whether it's through networking events or casual conversations, showing empathy and a passion for helping others will set you apart.
✨Tip Number 4
Prepare for potential interview questions by practising your analytical thinking skills. Be ready to discuss how you would approach reviewing customer information and finding suitable solutions.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Mortgage Advisor. Familiarise yourself with the key tasks mentioned in the job description, such as conducting affordability checks and supporting clients through the mortgage process.
Tailor Your CV: Customise your CV to highlight relevant skills and experiences that align with the requirements of the role. Emphasise your organisational skills, customer service experience, and any analytical abilities that demonstrate your suitability for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others and your ambition to succeed in the financial industry. Mention specific reasons why you want to join this innovative mortgage broker and how you can contribute to their team.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at A for Appointments
✨Show Your Passion for Helping Others
As a Trainee Mortgage Advisor, your role revolves around assisting clients in achieving their homeownership dreams. Make sure to express your genuine passion for helping first-time buyers during the interview. Share any relevant experiences or motivations that highlight your commitment to customer service.
✨Demonstrate Organisational Skills
Exceptional organisational skills are crucial in this role. Prepare examples of how you've successfully managed multiple tasks or projects in the past. This will show your potential employer that you can handle the fast-paced, target-driven environment they operate in.
✨Prepare for Common Interview Questions
Anticipate questions related to your understanding of the mortgage industry and the Shared Ownership scheme. Research these topics beforehand and be ready to discuss how you would approach affordability checks and matching customers with suitable lenders.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company's training programme and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career aspirations.
