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For Companies At a Glance
- Tasks: Support experienced brokers, manage cases, and develop mortgage solutions.
- Company: Join Private Finance, a leading independent mortgage advisor.
- Benefits: Enjoy career progression, social events, and enhanced family leave.
- Other info: Dynamic environment with opportunities to grow into a Mortgage Consultant.
- Why this job: Kickstart your career in finance with tailored training and real client impact.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 24000 - 36000 £ per year.
We are looking for a full-time Trainee Mortgage Consultant to join our growing Hertford office. To apply for this role, please send your CV and cover letter to recruitment@privatefinance.co.uk.
About us
Private Finance is an independent mortgage advisor, providing expert advice and a high-quality service to discerning clients.
About the role
The Trainee Mortgage Consultant programme is tailored to each individual and their own progress. There are three phases to the programme:
- Phase 1: Assisting the brokers allocated to you, administration, progression, and case management, understanding and complying with regulatory requirements.
- Phase 2: Consultant support responsibilities to be maintained, completion of CeMAP 1, 2 & 3 qualification if not already obtained, demonstrating the ability to source new mortgage enquiries and present solutions.
- Phase 3: Demonstrating by observation and personal handling that you are able to progress new business enquiries through to completion, achieving Key Performance Indicators (KPIs) of a CAS status Private Finance Mortgage Consultant.
You will not yet have competent advisor status (CAS) and will be under direct supervision. Once this has been established, you will be able to graduate from the academy and achieve CAS status as a Consultant. You might be expected to continue to perform the duties contained within this job description even after achieving CAS to support the company where required.
Experience and qualifications
- Although some administrative experience would be preferred, full training will be given.
- Excellent communication and customer service skills.
- Excellent attention to detail.
- Motivated and enthusiastic individual.
What we offer
- Quarterly company-wide meetings and social events in London.
- Opportunity for future career progression as a Broker.
- Enhanced Maternity and Paternity leave (after qualifying period).
Trainee Mortgage Consultant in Hertford employer: Private Finance
Contact Detail:
Private Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Consultant in Hertford
✨Tip Number 1
Network like a pro! Reach out to people in the mortgage industry, attend local events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can give you a leg up.
✨Tip Number 2
Practice your interview skills! Mock interviews with friends or family can help you feel more confident. Focus on showcasing your communication skills and enthusiasm for the role of Trainee Mortgage Consultant.
✨Tip Number 3
Research Private Finance thoroughly! Understand their values, services, and what makes them stand out. This knowledge will not only impress during interviews but also help you tailor your approach when applying through our website.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Plus, it’s a great chance to reiterate your interest in the Trainee Mortgage Consultant position.
We think you need these skills to ace Trainee Mortgage Consultant in Hertford
Some tips for your application 🫡
Craft a Tailored CV: Make sure your CV highlights relevant skills and experiences that align with the Trainee Mortgage Consultant role. We want to see how your background fits into our world of mortgage advising!
Write a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and explain why you’re the perfect fit for our team at Private Finance. Let us know what makes you tick!
Show Off Your Communication Skills: As a future Mortgage Consultant, strong communication is key. Make sure your application is clear, concise, and free of errors. We love attention to detail, so show us what you've got!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Private Finance
✨Know Your Stuff
Before the interview, make sure you understand the mortgage industry basics and the role of a Trainee Mortgage Consultant. Brush up on key terms and concepts like CeMAP qualifications and regulatory requirements. This will show your enthusiasm and readiness to learn.
✨Show Off Your Communication Skills
As a Trainee Mortgage Consultant, excellent communication is key. During the interview, practice clear and concise answers. Use examples from past experiences where you demonstrated strong customer service or teamwork skills. This will help you stand out as a motivated candidate.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the Trainee programme. Inquire about the support you'll receive during your training phases or how success is measured in the role. This shows you're genuinely interested and eager to engage with the team.
✨Dress the Part
First impressions matter! Dress professionally for your interview to convey that you take the opportunity seriously. A smart appearance can boost your confidence and set a positive tone for the conversation.