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Trainee Mortgage Advisor

3 months ago

Carmarthen, United Kingdom BDM Recruitment Full time

you passionate about helping people achieve their dream of homeownership?

Do you possess excellent communication & sales skills, with a drive to succeed?

We're looking for a motivated & ambitious individual to join our dynamic client as a Trainee Mortgage Advisor in Merthyr Tydfil. This is your chance to kick-start your career in the financial services industry with comprehensive training & support to become a successful Mortgage Advisor

Responsibilities:

  • Learn & understand the mortgage market, products, & regulatory requirements

  • Provide tailored mortgage advice & solutions to clients

  • Build strong relationships to understand client financial aspirations

  • Conduct thorough financial assessments to determine client needs

  • Research & recommend suitable mortgage products

  • Guide clients through the application process, ensuring a seamless experience

  • Collaborate with lenders, solicitors, & estate agents for successful transactions

  • Meet and exceed monthly sales targets

Requirements:

  • CeMAP 1 (or equivalent) qualification

  • Previous sales experience, preferably in finance or customer service

  • Clean credit history & a full UK driving licence

  • Excellent communication & interpersonal skills

  • Strong analytical & problem-solving abilities

  • Ambitious & eager to learn and develop

Salary and Benefits:

  • Basic salary £20k, rising to £29k for the first 5 months, including car allowance

  • Pension scheme & life assurance

  • Commission scheme to boost earnings

  • OTE of £40k in year 1, £60k thereafter

  • Supportive & collaborative work environment with career progression opportunities