At a Glance
- Tasks: Self-generate your own client base and manage customer relationships.
- Company: Join PRIMIS Mortgage Network, a leading mortgage advisory firm with a supportive culture.
- Benefits: Enjoy remote work, full training, and 70% of gross fees on self-generated business.
- Other info: Great opportunity for career growth and mentorship in a dynamic environment.
- Why this job: Kickstart your career in finance with flexibility and the chance to build your own business.
- Qualifications: Must be CeMAP 123 qualified and comfortable with social media for networking.
The predicted salary is between 25000 - 35000 £ per year.
PRIMIS Mortgage Network are seeking fully qualified (CeMAP 123) Trainee Mortgage & Protection Advisors to join a well‑established, Premiership status Appointed Representative Partner Firm (AR) of our mortgage advisory operation. The partner firm is a 150+ adviser business where many experienced advisors began their careers. The role offers complete flexibility and the enhanced earnings that come with self‑employment in mortgage advisory. Candidates may be from the financial services or property sectors, but must be confident using social media and networking to generate their own clients – no leads are provided. Some advisors start on a part‑time basis while working other jobs, but a minimum of 60% of time must be dedicated to the mortgage role.
Key Benefits
- 70% of gross procuration fee (no network retention taken) on self‑generated business (60% for non‑CAS)
- 100% of broker fee payable (no network retention taken)
- Full remote working
- Laptop, email address and IT support included
- Full training and mentorship to CAS and beyond
- Full lender panel and 15‑provider non‑loaded protection panel
- There are no leads provided with this role
- Full customer ownership (unlike many firms offering similar roles)
- Potential to build your own AR firm alongside PRIMIS Mortgage Network over time
Responsibilities
- Self‑generate your own business and client base
- Submit a business plan showing how you will generate business
- Commit a minimum of 60% of your working time to the mortgage role
- Maintain full ownership of your customers
Qualifications
- Fully qualified with CeMAP 123
- Experience in financial services or property preferred
- Comfort with social media and networking for business development
We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs; if you require adjustments to make the recruitment process easier, please let us know. PRIMIS Mortgage Network / LSL Property Services are dedicated to protecting your data.
Trainee Mortgage Advisor employer: PRIMIS Mortgage Network
At PRIMIS Mortgage Network, we pride ourselves on being an excellent employer that fosters a supportive and dynamic work culture. As a fully remote Trainee Mortgage Advisor, you'll benefit from comprehensive training and the freedom to generate your own business, all while enjoying the flexibility of self-employment. Our commitment to employee growth and success ensures that you have the tools and resources needed to thrive in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Get your networking game on! Start connecting with people in the financial services and property sectors. Use social media platforms like LinkedIn to showcase your skills and engage with potential clients. Remember, no leads are provided, so building relationships is key!
✨Tip Number 2
Craft a killer business plan! Show how you’ll generate your own clients and what strategies you’ll use. This not only helps you stay focused but also impresses potential employers. We love seeing creativity and initiative!
✨Tip Number 3
Don’t shy away from showcasing your expertise! Share valuable content related to mortgages and protection on your social media. This positions you as a knowledgeable advisor and attracts clients who need your help. Let’s get you noticed!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re all about making the process smooth for you. So, let’s get that application in and start your journey with us!
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Show Off Your Qualifications:Make sure to highlight your CeMAP 123 qualification right at the start. We want to see that you’re fully qualified and ready to dive into the world of mortgage advising!
Craft a Solid Business Plan:Since self-generating business is key, take some time to outline how you plan to attract clients. We love seeing creativity and strategy in your application, so don’t hold back!
Be Yourself on Social Media:We know you’re comfortable with social media, so let that personality shine through! Share how you plan to use these platforms to connect with potential clients and build your network.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves.
How to prepare for a job interview at PRIMIS Mortgage Network
✨Know Your Stuff
Make sure you’re fully up to speed with the CeMAP 123 qualification and any relevant financial services knowledge. Brush up on mortgage products, market trends, and the specifics of self-generating business. This will show your potential employer that you’re serious about the role.
✨Show Off Your Networking Skills
Since this role requires you to generate your own clients, be prepared to discuss your networking strategies. Think about how you can leverage social media and other platforms to build your client base. Have a few examples ready to demonstrate your confidence in this area.
✨Craft a Solid Business Plan
You’ll need to submit a business plan outlining how you intend to generate business. Make it detailed and realistic, showing your understanding of the market and your approach to client acquisition. This is your chance to impress them with your strategic thinking!
✨Be Ready for Remote Work
As this role offers full remote working, be prepared to discuss how you manage your time and stay productive outside of a traditional office environment. Share any tools or methods you use to keep organised and motivated while working from home.
