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- Tasks: Join us as a Trainee Mortgage Advisor, developing 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, bonuses, and full training for your CeMAP qualification.
- Why this job: Kickstart your career in a rewarding sector with excellent growth opportunities and supportive culture.
- Qualifications: Sales experience and IT literacy are essential; we’ll provide the rest!
- Other info: Work in a dynamic environment with a focus on customer service and professional development.
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.
Trainee Mortgage Advisor employer: D&R Recruitment Limited
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
Familiarise yourself with the mortgage industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in becoming a Trainee Mortgage Advisor.
✨Tip Number 2
Network with professionals in the finance sector, especially those who are already working as mortgage advisors. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews, where you may need to demonstrate your sales skills or customer service abilities. Practising these scenarios can boost your confidence and show your readiness for the position.
✨Tip Number 4
Research the company’s values and culture thoroughly. Tailor your conversations and questions during the interview to reflect how your personal values align with theirs, showcasing that you would be a great fit for 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, and understanding of compliance standards. Use specific examples to demonstrate these skills in action.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are key in the finance industry.
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 field and your commitment to learning, which is crucial for a Trainee Mortgage Advisor.
✨Emphasise Communication Skills
As clear communication is key in this role, practice articulating your thoughts clearly. Be ready to showcase your verbal and written communication skills during the interview, as these will be essential when dealing with clients and colleagues.
✨Demonstrate Self-Motivation
The company values self-motivated individuals. Share examples of how you've taken initiative in past roles or projects, and express your eagerness to develop your skills further through training and workshops.
