Trainee Mortgage Advisor

Trainee Mortgage Advisor

Belfast Full-Time 24000 - 36000 Β£ / year (est.) No home office possible
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Honeycomb Jobs Limited

At a Glance

  • Tasks: Support customers and mortgage advisers, converting enquiries into appointments.
  • Company: Join a rapidly growing independent mortgage advisory firm with 10+ locations in Northern Ireland.
  • Benefits: Enjoy a competitive salary and opportunities for career development in financial services.
  • Why this job: Kickstart your career in mortgages with a supportive team and professional qualifications.
  • Qualifications: 4 years of sales/customer service experience and 5 GCSEs including Maths and English required.
  • Other info: Contact us for assistance during the recruitment process; we value equality and diversity.

The predicted salary is between 24000 - 36000 Β£ per year.

Honeycomb is delighted to be assisting a multi-site Independent Mortgage Advisory firm with the recruitment of a Mortgage Administrator with a view to a fast track career to Mortgage Advisor. The role is full time and permanent.

The Client

A multi-site Mortgage brokerage with 10+ locations in Northern Ireland. A rapidly growing business that offers development opportunities to those wishing to develop a career within Mortgages.

The Role

As a Trainee Mortgage Advisor, you will provide our customers with an excellent customer journey. You will be dealing with customer enquiries from all sources, converting these into appointments for the team of Mortgage Advisers, and working closely in a support role with the mortgage advisers assisting them with mortgage applications and communication with customers, banks and building societies, estate agents, and solicitors.
This is a developmental role which puts you on a pathway to become a Trainee Independent Mortgage Adviser. The Trainee Mortgage Advisor role builds the foundations to start professional mortgage advice qualifications, and a long-term career in financial services

Desirable Criteria

  • A minimum of 4 years sales/customer service experience or banking customer service experience plus a Minimum 5 GCSEs or equivalent at grade C and above, must include Mathematics and English.
  • Excellent sales/customer service experience.
  • A proven track record of working in a busy mortgage administration or banking customer service role.
  • Good knowledge of mortgages.
  • Outstanding telephone manner and Excellent written communication skills.
  • Proficient in the use of Microsoft Packages including Excel, Outlook and Word.

Package

A competitive salary and benefits package.

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.

Honeycomb is committed to providing equality of opportunity to all.

Skills:
Mortgage Administrator Financial Services Administrator Banking Adminitrator

Trainee Mortgage Advisor employer: Honeycomb Jobs Limited

Honeycomb offers an exceptional work environment for aspiring Trainee Mortgage Advisors, with a strong focus on employee development and career progression within the financial services sector. Located across multiple sites in Northern Ireland, the company fosters a supportive culture that prioritises customer service excellence while providing competitive salaries and benefits. Join us to embark on a rewarding journey towards becoming a qualified Independent Mortgage Advisor, backed by a rapidly growing firm dedicated to your success.
Honeycomb Jobs Limited

Contact Detail:

Honeycomb Jobs 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 the role.

✨Tip Number 2

Network with professionals in the mortgage and financial services sector. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights and advice.

✨Tip Number 3

Practice your communication skills, especially over the phone. Since the role requires an outstanding telephone manner, consider role-playing scenarios with friends or family to build confidence.

✨Tip Number 4

Research the company thoroughly. Understanding their values, culture, and the specific services they offer will allow you to tailor your approach and show how you can contribute to their success.

We think you need these skills to ace Trainee Mortgage Advisor

Customer Service Skills
Sales Experience
Communication Skills
Attention to Detail
Knowledge of Mortgages
Proficiency in Microsoft Excel
Proficiency in Microsoft Outlook
Proficiency in Microsoft Word
Organisational Skills
Time Management
Problem-Solving Skills
Teamwork
Adaptability
Ability to Work Under Pressure

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant sales and customer service experience. Emphasise any roles where you've dealt with customer enquiries or worked in a busy environment, as this aligns with the requirements for the Trainee Mortgage Advisor position.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your desire to develop a career in financial services. Mention specific experiences that demonstrate your excellent communication skills and ability to work under pressure.

Highlight Relevant Skills: In your application, be sure to mention your proficiency in Microsoft Office, particularly Excel, Outlook, and Word. Also, include any knowledge you have about mortgages, as this will strengthen your application.

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 crucial in the financial services sector.

How to prepare for a job interview at Honeycomb Jobs Limited

✨Showcase Your Customer Service Skills

As a Trainee Mortgage Advisor, you'll be dealing with customer enquiries regularly. Highlight your previous sales or customer service experience during the interview, and provide specific examples of how you've successfully handled customer interactions in the past.

✨Demonstrate Your Knowledge of Mortgages

Having a good understanding of mortgages is crucial for this role. Brush up on basic mortgage concepts and current market trends before the interview. Being able to discuss these topics will show your enthusiasm and readiness to learn.

✨Prepare for Role-Playing Scenarios

Interviews for roles like this may include role-playing exercises to assess your communication skills. Practice responding to common customer queries or objections, as this will help you feel more confident and prepared during the actual interview.

✨Ask Insightful Questions

At the end of the interview, be ready to ask questions that demonstrate your interest in the company and the role. Inquire about the training process for becoming a Mortgage Advisor or the company's approach to customer service. This shows that you're serious about your career development.

Trainee Mortgage Advisor
Honeycomb Jobs Limited
Location: Belfast
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