Trainee Mortgage Advisor in Essex
Trainee Mortgage Advisor

Trainee Mortgage Advisor in Essex

Essex Trainee 28000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist mortgage advisors and progress applications while learning the ropes of the industry.
  • Company: Join PRIMIS Mortgage Network, the UK's largest mortgage and protection network.
  • Benefits: Competitive salary, career progression, and a supportive team environment.
  • Why this job: Kickstart your career in finance with rapid progression to a Mortgage Advisor role.
  • Qualifications: 2 years in mortgage administration or sales; CeMAP qualification required.
  • Other info: Exciting opportunity to work in a dynamic office in Woodford, Essex.

The predicted salary is between 28000 - 35000 £ per year.

PRIMIS Mortgage Network are seeking a Full Time Trainee Mortgage Advisor to join a well established partner firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisory operation. The firm are a busy mortgage and protection brokerage in Woodford, Essex. The role would initially be working as an administrator with the firm but will progress to a Mortgage Advisory role after a short period of time - To be discussed and agreed with the business owner.

The Administrator / Trainee Advisor will be responsible for assisting busy advisors, focusing on mortgage and protection business. The successful candidate will need to demonstrate professionalism and be comfortable dealing with clients, lenders and providers. We are ideally looking for a minimum 2 years administration or sales experience in Mortgage linked Financial Services. We will also consider applicants with Estate Agency experience but not necessarily in mortgage broking.

Competitive starting base salary of between £28,000 - £35,000 DOE and is negotiable dependent on experience. This role is office based in Woodford, Essex. You must be fully qualified with the CeMAP or equivalent qualification to be considered. Initially the role will be to learn the background of a full panel of Mortgages through exposure to admin, though progression to the advisor role will be swift.

Responsibilities:
  • Regular liaison with lenders and providers to obtain updates on applicant status
  • Proactively progress mortgage and protection applications through to completion
  • Dealing with incoming calls, emails and post
  • Data entry of mortgage & protection applications
Skills & Experience Required:
  • A minimum of 2 years Mortgage administration or Mortgage linked Sales experience.
  • CeMAP 123
  • Outstanding communication skills at all levels, both written and oral.
  • Demonstrate a confident telephone manner & excellent customer service.

Apply today for an exciting and challenging career aside the largest dedicated mortgage network in the UK – PRIMIS Mortgage Network.

Trainee Mortgage Advisor in Essex employer: Primis

At PRIMIS Mortgage Network, we pride ourselves on being an excellent employer, offering a supportive work culture that fosters professional growth and development. Located in Woodford, Essex, our team enjoys competitive salaries, comprehensive training, and the opportunity to progress swiftly from an administrative role to a Mortgage Advisor position within a thriving brokerage environment. Join us to be part of the largest dedicated mortgage network in the UK, where your contributions are valued and your career aspirations can flourish.
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Contact Detail:

Primis Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor in Essex

✨Tip Number 1

Network like a pro! Reach out to people in the mortgage and financial services industry. Attend local events or join online forums where you can connect with potential employers or mentors. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you get the chance to chat with someone about the Trainee Mortgage Advisor role, be ready to explain why you're the perfect fit. Highlight your admin experience and any relevant skills that make you stand out.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After meeting someone or applying, drop them a quick email to thank them for their time and express your enthusiasm for the role. It shows initiative and keeps you on their radar.

✨Tip Number 4

Apply through our website! We’ve got all the latest job listings, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates!

We think you need these skills to ace Trainee Mortgage Advisor in Essex

Mortgage Administration
Sales Experience in Mortgage Linked Financial Services
CeMAP Qualification
Communication Skills
Customer Service Skills
Telephone Manner
Data Entry
Client Liaison
Problem-Solving Skills
Attention to Detail
Proactive Approach
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Trainee Mortgage Advisor role. Highlight any relevant experience in mortgage administration or sales, and don’t forget to mention your CeMAP qualification. We want to see how you fit into our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Mortgage Advisor and how your background makes you a great fit. Keep it professional but let your personality come through – we love a bit of character!

Show Off Your Communication Skills: Since this role involves liaising with clients and lenders, make sure your written application showcases your outstanding communication skills. Use clear, concise language and check for any typos – we appreciate attention to detail!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at PRIMIS Mortgage Network!

How to prepare for a job interview at Primis

✨Know Your Stuff

Make sure you brush up on your mortgage knowledge, especially the basics of the CeMAP qualification. Understanding key terms and processes will show that you're serious about the role and ready to hit the ground running.

✨Showcase Your Experience

Be prepared to discuss your previous administration or sales experience in detail. Think of specific examples where you've demonstrated outstanding customer service or problem-solving skills, as these are crucial in this role.

✨Practice Your Communication Skills

Since you'll be dealing with clients and lenders, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your telephone manner and ensure you come across as professional and approachable.

✨Ask Insightful Questions

Prepare a few thoughtful questions about the company and the role. This shows your genuine interest and helps you understand if the firm is the right fit for you. For example, ask about the training process for new advisors or how success is measured in the team.

Trainee Mortgage Advisor in Essex
Primis
Location: Essex

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