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For Companies At a Glance
- Tasks: Provide mortgage advice and support clients in achieving their financial goals.
- Company: Join a modern, growing financial planning firm with ambitious growth plans.
- Benefits: Competitive salary, uncapped commission, full training support, and flexible working options.
- Why this job: Make a real difference in clients' lives while building a rewarding career in finance.
- Qualifications: No prior experience needed; just bring your energy and drive!
- Other info: Be part of a supportive team and gain valuable industry knowledge.
The predicted salary is between 25000 - 35000 £ per year.
Overview
Join to apply for the Trainee Mortgage Adviser role at Milecross Financial.
This range is provided by Milecross Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Milecross Financial
About the Firm
Milecross Limited is a modern, growing and forward-thinking business with ambitious growth plans. They are a full-service Financial Planning business, offering retirement planning, savings and investments, mortgages, protection products, and a range of insurance services. They are currently looking for new Mortgage and Protection Advisers to support with the growth and development of the business and are passionate about offering opportunities to those new to the financial services industry and supporting them on their long-term career journey. Therefore, for this role, no previous experience is required.
About the Role
You may not have considered a career as a Mortgage Advisor but if you’re looking for a role in which you can enhance the lives of your customers and truly make a difference, in a customer facing role with excellent income potential and growth opportunities, it could be well-worth considering.
The role arises at a key time for the firm’s growth plans and you will benefit from immediate access to an existing client bank. Looking after clients across the greater Manchester area, this is a rare opportunity for individuals with no prior experience to advance from a Trainee Mortgage Adviser to an accomplished and highly regarded industry expert.
We recognise the need for new employees to collaborate and build their knowledge by gaining exposure to a wide range of customers, colleagues and situations, and as such, this role can offer you the opportunity to be part of a close-knit team of new joiners, exploring the world of Mortgage Advice together for the first time. You will benefit from training alongside each other and having time in the office together but you will have access to some home-working opportunities and as your experience and confidence builds, you’ll be rewarded with increasing flexibility.
The benefits
- Salary – £25,000 – £35,000 basic salary depending upon experience
- Uncapped commission, at an extremely generous rate
- Regulatory qualifications and all exams and training paid for
- You will be fully supported through training and provided with mentorship from an exceptional team
- You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development
- Pension Scheme and critical illness cover
- Administrative support to enable you to focus on supporting your customer
- You will be backed by an award-winning network
Your responsibilities
- You will be providing quality advice on all Mortgage and Protection needs, to a range of active clients across the Greater Manchester area
- Responsible for managing client enquiries and the mortgage advice process end-to-end
- Booking appointments, carrying out a fact find with each customer to understand their requirements and assessing the best available product for their specific needs and preferences
- Researching mortgage products and making a suitable recommendation to the customer, whilst building outstanding client rapport to generate future business
- Providing advice on relevant Protection products to meet customer needs
- Undertaking ongoing industry specific training and development
- You will be building and nourishing relationships with clients who really value quality service
- Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products
- Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals
What will you need to succeed?
This opportunity will suit a pro-active and high-energy individual, who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network.
- We can consider applications from aspiring Mortgage Advisers with some, or no, industry experience
- Great time management skills and prioritisation skills
- You’ll need energy, drive and a positive approach to your career
- The ability to build rapport quickly and to develop long term relationships
- The desire to not just meet, but to exceed, customer expectations
- The ability to work flexibly, managing your diary and time to suit your clients’ needs
- You will need to be based within close proximity to Heywood and the core client base
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance
Backed by The Openwork Partnership; referrals and network benefits are described in the original description. This statement remains purely informational and does not affect application status.
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Trainee Mortgage Adviser employer: Milecross Financial
Contact Detail:
Milecross Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Adviser
✨Tip Number 1
Network like a pro! Reach out to friends, family, and even acquaintances who might know someone in the financial services industry. A personal connection can often get your foot in the door faster than a CV.
✨Tip Number 2
Prepare for interviews by researching common questions for Mortgage Advisers. Practice your answers with a friend or in front of the mirror. The more comfortable you are, the better you'll come across!
✨Tip Number 3
Show your enthusiasm! When you apply through our website, make sure to express why you're excited about the role and how you can contribute to Milecross Financial's growth. Passion goes a long way!
✨Tip Number 4
Follow up after your interview! A quick thank-you email can keep you on the interviewer's radar and show that you're genuinely interested in the position. Plus, it’s a great chance to reiterate your key strengths.
We think you need these skills to ace Trainee Mortgage Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and qualities mentioned in the job description. Highlight any customer service experience or relevant skills that show you can build relationships and exceed expectations.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're interested in becoming a Trainee Mortgage Adviser. Share your enthusiasm for helping customers and how you see yourself growing within the financial services industry.
Showcase Your Soft Skills: Since this role is all about building rapport and trust with clients, make sure to emphasise your communication skills and ability to work independently while being part of a team. We love candidates who are proactive and energetic!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Milecross Financial.
How to prepare for a job interview at Milecross Financial
✨Know Your Stuff
Before the interview, brush up on mortgage basics and the financial services industry. Familiarise yourself with common mortgage products and terms. This will show your enthusiasm for the role and help you answer questions confidently.
✨Showcase Your People Skills
As a Trainee Mortgage Adviser, building rapport with clients is key. Prepare examples of how you've successfully interacted with customers or worked in a team. Highlight your ability to listen and understand client needs, as this will be crucial in your role.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s growth plans, training opportunities, and team dynamics. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Demonstrate Your Drive
Milecross Financial is looking for proactive individuals. Share your motivation for wanting to enter the financial services industry and how you plan to exceed customer expectations. A positive attitude and eagerness to learn can set you apart from other candidates.