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- Tasks: Kickstart your career as a Trainee Mortgage Advisor, developing new business and building broker relationships.
- Company: Join a leading finance company known for its reputation and commitment to employee growth.
- Benefits: Enjoy a guaranteed salary of £29,000, monthly bonuses, full training, and support for your CeMAP qualifications.
- Why this job: This role offers real career advancement in an exciting sector with comprehensive training and incentives.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn!
- Other info: You'll transition from Business Development Executive to fully authorized Mortgage Broker.
A leading and reputable finance company currently requires a Trainee Mortgage Advisor / Business Development Executive. It will train and develop you into a fully authorised Mortgage Broker, starting as an internal Business Development Executive, and moving into the position of Mortgage Broker. It will pay and for your CeMAP qualifications. A real career advancement opportunity into an exciting and rewarding sector. Guaranteed annual salary of £29,000, made up with a guaranteed monthly bonus of £500 (minimum) and a base salary of £23,000, plus a comprehensive benefits package, staff incentives, full training, and financing for your CeMAP qualification. Trainee Mortgage Advisor Overview: The primary role of a Mortgage Broker is to market the company and actively establish a network of mortgage brokers and independent financial advisors, from which customer referrals are generated. Trainee Mortgage Advisor Main Duties: * The development of new business, via methods such as canvassing, outbound, and inbound telemarketing. * Build up a broker database and maintain good relationships accordingly. * To maintain a competent level of understanding of mainstream lender’s underwriting policies and procedures. * Sales processing and accurate data entry. * Submission of timely and accurate application packs. * Adherence to quality and compliance standards. * To assist the Specialist Mortgage Advisor at the applicable stages of the sales process. * To pay high regard to Financial Conduct Authority (FCA) regulations including Treating Customers Fairly Principles. * Encourage and maintain a high level of customer service and excellence. * To pay particular attention to ensuring the confidentiality of sensitive information. * To always behave in a positive and professional manner when representing the company. * General housekeeping duties, ensuring the office is kept tidy. * To follow all company policies and procedures. * Any other duties as requested by your Manager. Trainee Mortgage Advisor Personal Duties: * To always display Company core values. * To actively keep updated with the company’s services. * To develop yourself by, where necessary, attending courses, meetings, training events, workshops, and seminars, to not only develop yourself but also the company. * To demonstrate clear written and verbal communication skills. * To be highly self-motivated and organised. * To ensure effective customer care skills. * To make informed decisions whilst being aware of the consequences. * A recognition and regard for observing confidentiality. * The capacity to work as part of a team. * 10An ability to work on own initiative and meet set timescales. Trainee Mortgage Advisor Experience: * Sales experience in a busy office environment. * Outbound sales experience. * Account management. * IT literate, particularly with Microsoft Office and the Internet
Trainee Mortgage Advisor / Business Development Executive employer: Rico Property Finance Ltd (T/A D&R Recruitment)
Contact Detail:
Rico Property Finance Ltd (T/A D&R Recruitment) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor / Business Development Executive
✨Tip Number 1
Familiarize yourself with the mortgage industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in becoming a Mortgage Broker.
✨Tip Number 2
Network with professionals in the finance sector, especially those who are already working as Mortgage Brokers or Business Development Executives. Attend industry events or join relevant online forums to make valuable connections.
✨Tip Number 3
Prepare to discuss your sales experience and how you've successfully built relationships in previous roles. Highlight any relevant skills that align with the responsibilities of a Trainee Mortgage Advisor.
✨Tip Number 4
Show enthusiasm for the training aspect of the role. Be ready to explain why you want to pursue the CeMAP qualification and how it fits into your career goals within the mortgage industry.
We think you need these skills to ace Trainee Mortgage Advisor / Business Development Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Trainee Mortgage Advisor. Emphasize any sales or customer service experience, as well as your ability to build relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the finance sector and your desire to become a Mortgage Broker. Mention why you are interested in this specific company and how you can contribute to their success.
Highlight Your Willingness to Learn: Since this position offers training, emphasize your eagerness to learn and develop professionally. Discuss any previous experiences where you successfully adapted to new challenges or acquired new skills.
Showcase Your Communication Skills: As a future Mortgage Broker, strong communication skills are essential. Provide examples in your application that demonstrate your ability to communicate effectively, whether through written correspondence or verbal interactions.
How to prepare for a job interview at Rico Property Finance Ltd (T/A D&R Recruitment)
✨Understand the Role
Make sure you have a clear understanding of what a Trainee Mortgage Advisor does. Familiarize yourself with the responsibilities, such as developing new business and maintaining relationships with brokers. This will help you answer questions confidently.
✨Show Your Sales Skills
Since the role involves business development, be prepared to discuss your previous sales experiences. Highlight any relevant skills or achievements that demonstrate your ability to generate leads and close deals.
✨Research the Company
Take some time to learn about the finance company you're interviewing with. Understand their values, services, and market position. This knowledge will allow you to tailor your answers and show genuine interest in the company.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. This could include inquiries about the training process for becoming a Mortgage Broker or how success is measured in the role. It shows your enthusiasm and engagement.
