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- Tasks: Kickstart your career as a Trainee Mortgage Broker, developing business and building client relationships.
- Company: Join a leading finance company known for its commitment to training and career advancement.
- Benefits: Enjoy paid training for CeMAP qualifications and opportunities for growth in a rewarding sector.
- Why this job: Be part of a dynamic team, gain valuable skills, and make a real impact in the finance industry.
- Qualifications: Sales experience and strong communication skills are essential; IT literacy is a plus.
- Other info: Embrace a supportive environment with opportunities for personal development and teamwork.
A leading and reputable finance company currently requires a Trainee Mortgage Broker / 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 for your CeMAP qualifications. A real career advancement opportunity into an exciting and rewarding sector.
Business Development Executive / Mortgage Broker 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.
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.
Business Development Executive / Mortgage Broker 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.
- Ability to work on own initiative and meet set timescales.
Business Development Executive / Mortgage Broker Experience:
- Sales experience in a busy office environment.
- Outbound sales experience.
- Account management.
- IT literate, particularly with Microsoft Office and the Internet.
Business Development Executive / Mortgage Broker Key Skills:
- Ability to demonstrate clear written and verbal communication skills.
- Fast and accurate data entry.
- Effective Customer Care Skills.
- Excellent interpersonal skills.
- Impeccable telephone manner and tone.
- Effective organisational skills.
- The capacity to work as part of a team.
- An ability to work on own initiative and meet set timescales.
Trainee Mortgage Broker / 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 Broker / Business Development Executive
✨Tip Number 1
Network actively within the finance sector. Attend local events, workshops, or seminars related to mortgage broking and business development. This will help you meet potential mentors and industry professionals who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends in the mortgage market. Understanding current lending policies and customer needs will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Practice your communication skills, especially over the phone. Since the role involves a lot of telemarketing and customer interaction, being able to convey information clearly and professionally will set you apart from other candidates.
✨Tip Number 4
Showcase your sales experience effectively. Prepare examples of how you've successfully developed business relationships or closed deals in previous roles. This will highlight your suitability for the Business Development Executive position.
We think you need these skills to ace Trainee Mortgage Broker / Business Development Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant sales experience and skills that align with the role of a Trainee Mortgage Broker. Emphasise your communication skills, customer care abilities, and any experience in a busy office environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the finance sector and your desire to develop into a Mortgage Broker. Mention your understanding of the company's values and how you can contribute to their success.
Highlight Relevant Skills: In your application, specifically mention skills such as data entry accuracy, organisational abilities, and your capacity to work both independently and as part of a team. These are crucial for the role and should be clearly articulated.
Showcase Your Motivation: Express your eagerness to learn and grow within the company. Mention your willingness to attend training events and workshops, as well as your commitment to maintaining high standards of customer service and compliance.
How to prepare for a job interview at Rico Property Finance Ltd (T/A D&R Recruitment)
✨Showcase Your Sales Experience
Make sure to highlight any previous sales experience you have, especially in a busy office environment. Be prepared to discuss specific examples of how you've successfully developed new business or managed accounts.
✨Demonstrate Communication Skills
Since clear written and verbal communication is crucial for this role, practice articulating your thoughts clearly. You might want to prepare answers to common interview questions that showcase your communication abilities.
✨Understand the Industry
Familiarise yourself with the mortgage industry, including current trends and regulations. Showing that you have a good understanding of the Financial Conduct Authority (FCA) regulations will impress your interviewers.
✨Exhibit Self-Motivation and Organisation
Be ready to discuss how you stay organised and motivated in your work. Provide examples of how you manage your time effectively and meet deadlines, as these skills are essential for success in this role.
