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For Companies At a Glance
- Tasks: Join us as a Trainee Mortgage Adviser, guiding clients through mortgage and protection products.
- Company: Appletree Finance has been delivering exceptional financial advice since 1999.
- Benefits: Enjoy a competitive salary, flexible working, paid leave, and comprehensive training.
- Why this job: Be part of a supportive team focused on your growth and success in the finance industry.
- Qualifications: Must hold CeMAP or equivalent; strong communication and IT skills are essential.
- Other info: Join a democratic network with a commitment to charitable giving and colleague development.
The predicted salary is between 24000 - 42000 £ per year.
Job Description
Mortgage & Protection Adviser
No agencies please! Apply directly via the advert.
About the Firm
Appletree have been established since 1999.
We have aimed to achieve excellence well above the standard of our profession, helping our clients to Create, Protect and Manage their money.
We offer clear, precise and professional planning in an uncertain financial world.
The financial advice process we offer helps provide solutions for all types of people and circumstances, no matter how much time, money, or knowledge they have.
This process is powered by expert technical knowledge, honest values and principles, leading edge technology and most importantly, outstanding customer service.
About the Role
The Practice Principals are seeking ambitious individuals to join their existing highly successful advisers.
They are currently looking for a Trainee Mortgage Adviser to join the team.
If you’re looking for a role where you'll be supported and developed, then this is the role for you.
The benefits
Salary -£28,000 to £35,000 (dependent on experience) – This will increase when you achieve CAS status
Paid annual leave
Flexible working once established in the business
Training
Your responsibilities will include:
- Provide advice and recommendation on Mortgage & Protection Products.
- Initially managing cases through from generating enquiries to completion.
- Maintain relevant and up to date skills and knowledge through regular CPD (continuing professional development).
What will you need to succeed?
- Must be CeMAP or CII Certificate in Mortgage Advice qualified or equivalent.
- Ability to communicate effectively and build rapport quickly.
- Attention to detail is a must.
- Experience in a mortgage environment is beneficial
- Strong IT skills
- Has excellent communication skills, both verbal and written
- Has a drive and hunger to succeed
- Can work independently
Appletree Finance is an appointed representative of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure – The Openwork Partnership is owned by its appointed representative firms, Bain Capital and its employees so is somewhat of a democracy, it boasts a broad proposition with deep ties to providers, being one of the largest advice networks in the UK The Openwork Partnership has some serious resources at its disposal, it puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Partnership comes together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.
Experienced Mortgage Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Mortgage Advisor
✨Tip Number 1
Network with current mortgage advisors and professionals in the industry. Attend local finance events or webinars to connect with potential colleagues and learn about their experiences at Appletree. This can give you valuable insights and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Prepare for interviews by practising common questions specific to mortgage advising. Focus on demonstrating your communication skills and ability to build rapport, as these are crucial for success in this role.
✨Tip Number 4
Showcase your commitment to continuous professional development. Mention any relevant courses or certifications you are pursuing, as this aligns with the firm's emphasis on maintaining up-to-date skills and knowledge.
We think you need these skills to ace Experienced Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the mortgage sector. Emphasise any qualifications like CeMAP or CII, and showcase your communication skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention how your values align with Appletree's commitment to excellence and customer service.
Showcase Relevant Experience: If you have previous experience in a mortgage environment, detail specific examples of how you've successfully managed cases or built rapport with clients. This will demonstrate your capability for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this profession.
How to prepare for a job interview at The Openwork Partnership
✨Know Your Mortgage Products
Make sure you have a solid understanding of various mortgage and protection products. Be prepared to discuss how these products can meet different client needs, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to illustrate how you've built rapport with clients and handled complex situations.
✨Highlight Attention to Detail
Attention to detail is crucial in the mortgage industry. Be ready to discuss specific instances where your meticulous nature has helped you avoid mistakes or improve processes, showcasing your reliability and thoroughness.
✨Demonstrate Your Drive to Succeed
Employers are looking for candidates who are ambitious and motivated. Share your career goals and how this position aligns with them, as well as any steps you've taken to further your professional development in the financial sector.
