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- Tasks: Help clients with mortgage advice and manage cases from start to finish.
- Company: Join a Google 5 Star rated firm dedicated to your success.
- Benefits: Enjoy flexible hybrid working, ongoing training, and generous commission splits.
- Why this job: Grow your career in a supportive environment with marketing resources and professional development.
- Qualifications: Must be CeMAP or CII qualified; strong communication skills are essential.
- Other info: Located within 60 minutes of Cranleigh for team support and training.
Are you looking for a firm that can help to launch your mortgage advising career? We are recruiting a Trainee Mortgage Advisor for a well-established, Google 5 Star rated firm. Through ongoing training and support from experienced professionals as well as marketing resources, you will be coached in growing your network, generating leads and working with introducers. With flexible hybrid working in bright and modern offices in Cranleigh, combined with your drive and passion for providing great advice and incredible customer service, you are destined to be successful.
Key Responsibilities as a Trainee Mortgage Advisor:
- Provide advice and recommendation on Mortgage & Protection Products.
- Initially managing cases through from generating enquiries to completion.
- Maintain relevant and up to date skills and knowledge through regular CPD (continuing professional development).
Requirement Skills & Qualifications for a Trainee Mortgage Advisor:
- Must be CeMAP or CII Certificate in Mortgage Advice qualified or equivalent.
- Located within 60 minutes from Cranleigh for ongoing support, training, meetings and team building.
- Ability to communicate effectively and build rapport quickly.
Benefits for a Trainee Mortgage Advisor:
- Ongoing training and support from experienced professionals.
- Pathway to achieve CAS (competent adviser status).
- Access to regular training and ongoing CPD (continuing professional development).
- Marketing support available to help grow your client bank including practice branded material and pre-approved social media posts.
- Lead Support: with a number of quality leads provided from a variety of sources you will continue to grow your client bank.
- Flexible Hybrid working.
- Access to bright, modern offices in Cranleigh with client meeting rooms.
- Generous commission splits of up to 70% on self-generated business.
- Administrative support available in the future upon achieving required volumes, to help take your career further.
- Potential to move into full financial advice.
Apply now to take the next step in your career as a Trainee Mortgage Advisor.
Trainee Mortgage Advisor employer: Openwork Services Limited
Contact Detail:
Openwork Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Network with professionals in the mortgage industry. Attend local events or join online forums where you can connect with experienced advisors. This will not only help you gain insights but also potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will allow you to engage in meaningful conversations during interviews and demonstrate your passion for the role.
✨Tip Number 3
Prepare to discuss your customer service skills in detail. Since the role emphasises providing great advice and service, think of specific examples from your past experiences that showcase your ability to build rapport and assist clients effectively.
✨Tip Number 4
Research StudySmarter and our values. Understanding our mission and how we support our employees will help you align your answers during the interview, showing that you're genuinely interested in being part of our 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 experience and skills that align with the role of a Trainee Mortgage Advisor. Emphasise any customer service experience, communication skills, and qualifications like CeMAP or CII.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for mortgage advising and your commitment to providing excellent customer service. Mention why you are interested in this specific firm and how their training and support can help you grow.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your CeMAP or CII Certificate in Mortgage Advice. If you have any additional certifications or training, be sure to include those as well to strengthen your application.
Showcase Your Soft Skills: In your application, emphasise your ability to communicate effectively and build rapport quickly. Provide examples of how you've successfully interacted with clients or colleagues in the past to demonstrate these skills.
How to prepare for a job interview at Openwork Services Limited
✨Know Your Mortgage Basics
Brush up on your knowledge of mortgage and protection products. Be prepared to discuss different types of mortgages, interest rates, and the importance of customer service in this field.
✨Showcase Your Communication Skills
Demonstrate your ability to communicate effectively during the interview. Practice explaining complex concepts in simple terms, as this will be crucial when advising clients.
✨Highlight Your Passion for Customer Service
Share examples from your past experiences where you provided excellent customer service. This role requires a strong commitment to helping clients, so showing your enthusiasm is key.
✨Prepare Questions About Training and Support
Since ongoing training and support are significant aspects of this role, prepare thoughtful questions about the training process and how the company supports new advisors in their career development.
