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- Tasks: Engage with clients, provide mortgage advice, and create tailored recommendations.
- Company: Join a reputable firm in Taunton, dedicated to your professional growth.
- Benefits: Enjoy remote work flexibility, ongoing training, and access to leads for success.
- Why this job: Kickstart your finance career with expert support and a collaborative culture.
- Qualifications: CEMAP or CII Qualification is essential; no prior advising experience needed.
- Other info: This role offers a unique chance to learn from experienced professionals.
The predicted salary is between 20000 - 30000 £ per year.
Are you ready to kickstart your career in Mortgage Advice? If you have the qualifications, we have the firm to help you become a professional adviser. Providing you with ongoing support, training and development as well as ongoing access to leads to propel you towards success, whilst allowing you to work remotely. We are seeking a motivated individual to join a reputable firm as a Trainee Mortgage Adviser for a firm based in Taunton, with the ability to work remotely. This role offers an excellent opportunity to develop your skills and knowledge in the finance industry, working alongside experienced professionals. You will be offering advice on mortgages and protection, completing fact finds and putting together bespoke recommendations to meet the needs of the clients.?? Roles & responsibilities of a Trainee Mortgage Advisor: Engage with new and existing clients to complete fact finds and collate documents. Provide advice and recommendation on Mortgage and Protection products. Stay up to date on industry regulations and product knowledge Qualifications and requirements for a Trainee Mortgage Advisor: CEMAP or CII Qualification: Essential for providing expert mortgage advice. No Advising experience necessary: Preferable to have been …
Trainee Mortgage Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Familiarize yourself with the latest mortgage products and industry regulations. This knowledge will not only help you in your role but also impress potential employers during interviews.
✨Tip Number 2
Network with professionals in the finance industry, especially those who are already working as mortgage advisors. They can provide valuable insights and may even refer you to job openings.
✨Tip Number 3
Consider joining online forums or groups related to mortgage advice. Engaging in discussions can enhance your understanding and show your passion for the field.
✨Tip Number 4
Prepare to discuss your motivation for entering the mortgage advice sector during interviews. Highlight your eagerness to learn and grow within the company, as this is crucial for a trainee position.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your CEMAP or CII qualifications in your application. This is essential for the role and will show that you meet the basic requirements.
Showcase Your Motivation: Express your enthusiasm for starting a career in Mortgage Advice. Mention any relevant experiences or interests that demonstrate your commitment to the finance industry.
Tailor Your CV: Customize your CV to reflect the skills and responsibilities mentioned in the job description. Highlight any experience with client engagement, document handling, or financial advice, even if it's from previous roles or internships.
Craft a Strong Cover Letter: Write a compelling cover letter that outlines why you are a great fit for the Trainee Mortgage Advisor position. Discuss your eagerness to learn and grow within the company, and how you can contribute to their success.
How to prepare for a job interview at The Openwork Partnership
✨Show Your Passion for Finance
Make sure to express your enthusiasm for the finance industry during the interview. Share any relevant experiences or coursework that sparked your interest in mortgage advice, as this will demonstrate your motivation and commitment to the role.
✨Highlight Your Qualifications
Since having a CEMAP or CII qualification is essential, be prepared to discuss your qualifications in detail. Explain how your education has equipped you with the necessary knowledge to provide expert mortgage advice, even if you lack direct advising experience.
✨Demonstrate Your Client Engagement Skills
Prepare examples of how you've successfully engaged with clients in the past, whether in a professional or academic setting. This could include discussing how you completed fact finds or gathered information to meet client needs, showcasing your ability to build rapport.
✨Stay Informed About Industry Trends
Research current trends and regulations in the mortgage industry before your interview. Being knowledgeable about recent changes will not only impress your interviewers but also show that you are proactive and dedicated to staying updated in your field.
