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- Tasks: Support the team and customers, progressing to advising on mortgage products.
- Company: Join a well-established team with a focus on career development and support.
- Benefits: Enjoy performance bonuses, private medical and dental, plus study support for CeMAP.
- Why this job: Great opportunity for career progression in a supportive environment with excellent earning potential.
- Qualifications: Motivated individuals with an interest in mortgages and strong communication skills are ideal.
- Other info: Candidates must complete a credit check and referencing at the offer stage.
Varied trainee role, initially supporting the team and customers, developing into a Mortgage Advisor role. Once trained, performance related bonuses, private medical, private dental. Study support is offered for someone looking to gain their full CeMAP. Excellent career progression in a supportive environment.
We have an excellent opportunity available to join this well-established team of Advisors, with excellent earning potential once trained. Working hours are Monday-Friday 9am-5.30pm, based on-site at the company offices.
You will start your journey with the company as a trainee, supporting the team with a range of administrative skills, liaising with a range of third parties, completing a variety of documentation, checking applications and updating systems. With support, you will begin to advise whilst gaining your CeMAP qualification. The company develop their staff, so if you are looking to join a team where you can move your career forwards, this is the opportunity for you!
You will be responsible for:
- Building relationships with customers
- Handling customer queries regarding a range of mortgages on a day-to-day basis
- Supporting third parties with queries via email and telephone calls
- Supporting the office with administration, checking documentation, updating systems and handling incoming post
- Obtaining additional information to ensure customer applications are complete
- Reviewing and checking a range of documents, using a variety of computer packages
- Speaking with customers over the telephone to verify security information
- Once trained, advising on mortgage products and completing customer applications
- Meeting and exceeding set targets and meeting FCA compliance
We are looking for:
- Highly professional, motivated and team-orientated individuals, with a real desire to succeed
- An interest in the mortgage sector, looking to complete CeMAP qualification or recently qualified/part-qualified
- A general understanding of the basic principles of lending
- Excellent communication skills and strong numerical aptitude
- The ability to explain complex information clearly and simply
- Administrative and IT skills
We are looking for candidates who enjoy a combination of administration and customer service duties. You will be proactive, professional and motivated, as well as having the drive to succeed. You will also need a keen eye for detail, strong numerical skills and the ability to prioritise your workload. The company are supportive and offer excellent career development. If you have relevant industry experience or are looking to develop a career within financial services, call us or apply today!
The successful candidate will be required to complete a credit check, DBS and full referencing at offer stage.
Trainee Mortgage Advisor employer: Jems Recruitment Ltd
Contact Detail:
Jems Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the mortgage sector by reading up on current trends and regulations. This will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in the mortgage industry. Attend relevant events or join online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Practice your communication skills, especially in explaining complex information simply. You might want to role-play common customer scenarios to build your confidence in handling queries.
✨Tip Number 4
Demonstrate your administrative skills by being organised and detail-oriented in your approach. Consider creating a mock portfolio of documents or processes you would manage in the role to showcase your capabilities.
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 experience and skills that align with the Trainee Mortgage Advisor role. Emphasise any customer service or administrative roles you've held, as well as your interest in the mortgage sector.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation to succeed in the mortgage industry. Mention your desire to complete the CeMAP qualification and how you can contribute to the team’s success.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively communicated complex information in previous roles, whether through customer interactions or teamwork.
Showcase Your Attention to Detail: In your application, include specific instances where your keen eye for detail has made a difference, such as checking documentation or handling customer queries accurately. This will demonstrate your suitability for the role.
How to prepare for a job interview at Jems Recruitment Ltd
✨Show Your Interest in Mortgages
Make sure to express your genuine interest in the mortgage sector during the interview. Research common mortgage products and current market trends, so you can discuss them confidently. This will demonstrate your commitment to the role and your eagerness to learn.
✨Highlight Your Communication Skills
Since the role involves handling customer queries and liaising with third parties, it's crucial to showcase your excellent communication skills. Prepare examples of how you've effectively communicated complex information in previous roles or situations.
✨Demonstrate Your Administrative Abilities
Be ready to discuss your administrative experience and IT skills. Provide specific examples of how you've managed documentation, updated systems, or handled multiple tasks efficiently. This will show that you're well-prepared for the administrative aspects of the role.
✨Prepare Questions About Career Progression
Since the company offers excellent career development opportunities, prepare thoughtful questions about potential career paths and training support. This shows that you're not only interested in the trainee position but also in growing with the company long-term.
