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For Companies At a Glance
- Tasks: Support experienced mortgage consultants and develop your skills in a dynamic environment.
- Company: Join Private Finance, an independent mortgage advisor with a focus on quality service.
- Benefits: Enjoy career progression, social events, and enhanced family leave.
- Why this job: Kickstart your career in finance while gaining valuable qualifications and experience.
- Qualifications: No prior experience needed; just bring your enthusiasm and communication skills.
- Other info: Be part of a growing team with opportunities for advancement.
The predicted salary is between 24000 - 36000 £ per year.
We are looking for a full-time mortgage administrator to join our growing Shrewsbury office.
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, demonstrate that you are able to source new mortgage enquiries and present solutions.
- Phase 3: Demonstrate by observation and personal handling that you are able to progress new business enquiries through to completion, achieve 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
- Be part of a growing office on Shrewsbury Business Park.
- 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).
- Cycle to work scheme.
- Death in Service cover.
Location - Shrewsbury
Please send a cover letter and your CV to recruitment@privatefinance.co.uk
Trainee Mortgage Consultant in Shrewsbury employer: Private Finance
Contact Detail:
Private Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Consultant in Shrewsbury
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Trainee Mortgage Consultant role.
✨Tip Number 2
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on common questions for mortgage consultants and showcase your communication skills. We want to see your enthusiasm shine through!
✨Tip Number 3
Research is key! Familiarise yourself with Private Finance and their services. Knowing the ins and outs of the company will help you stand out during interviews. Show us you’re genuinely interested in being part of our team!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining us at Private Finance. Don’t miss out on this opportunity!
We think you need these skills to ace Trainee Mortgage Consultant in Shrewsbury
Some tips for your application 🫡
Tailor Your Cover Letter: Make sure to personalise your cover letter for the Trainee Mortgage Consultant role. Highlight your enthusiasm for the mortgage industry and how your skills align with what we’re looking for at Private Finance.
Show Off Your Communication Skills: Since excellent communication is key in this role, use your application to demonstrate your ability to convey ideas clearly. Keep your language professional yet friendly, just like we do at StudySmarter!
Highlight Relevant Experience: Even if you don’t have direct experience in mortgages, showcase any administrative or customer service roles you've had. We want to see how your past experiences can contribute to your success as a Trainee Mortgage Consultant.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your CV and cover letter, and it shows you’re serious about joining our team at Private Finance.
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 like CeMAP and regulatory requirements, as this will show your enthusiasm and readiness to learn.
✨Show Off Your Communication Skills
Since excellent communication is crucial for this role, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated in past experiences, whether in work or study, to demonstrate your customer service skills.
✨Be Ready to Discuss Your Motivation
The company is looking for motivated and enthusiastic individuals. Think about what drives you to pursue a career in mortgage consultancy and be prepared to share your passion during the interview. This will help you stand out as a candidate.
✨Ask Thoughtful Questions
Prepare some insightful questions about the Trainee Mortgage Consultant programme and the company culture. This shows that you're genuinely interested in the role and helps you assess if it's the right fit for you.
