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For Companies At a Glance
- Tasks: Support experienced brokers, manage cases, and develop mortgage solutions.
- Company: Private Finance, a leading independent mortgage advisor in London.
- Benefits: Quarterly social events, career progression, and enhanced parental leave.
- 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.
- Other info: Full training provided; great opportunity for growth and development.
The predicted salary is between 28800 - 42000 £ per year.
We are looking for a full-time Trainee Mortgage Consultant to join our growing London 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, and 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 and 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
- 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 employer: Private Finance
Contact Detail:
Private Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Consultant
✨Tip Number 1
Network like a pro! Reach out to current mortgage consultants or industry professionals on LinkedIn. A friendly chat can open doors and give you insights that might just land you the job.
✨Tip Number 2
Prepare for the interview by practising common questions. Think about how your skills match the role of a Trainee Mortgage Consultant. We want to see your enthusiasm and how you can contribute to our team!
✨Tip Number 3
Showcase your customer service skills during the interview. Share examples of how you've gone above and beyond for clients in the past. This is key for us at Private Finance, as we pride ourselves on high-quality service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Trainee Mortgage Consultant
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 a great fit for Private Finance. We love seeing personality in applications!
Showcase Your Communication Skills: As a future consultant, strong communication is key. Make sure your application is clear, concise, and free of errors. We appreciate attention to detail, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss 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 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 personal situations, to demonstrate your customer service skills.
✨Be Ready to Discuss Your Motivation
Think about why you want to become a Mortgage Consultant and what excites you about the role. Be prepared to share your motivations during the interview, as this will help the interviewers see your passion and commitment to the field.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company and the Trainee Mortgage Consultant programme. This shows that you're genuinely interested in the position and helps you gauge if it's the right fit for you.