Trainee Mortgage

**Job Description - Trainee Mortgage & Protection Adviser**

**The role**

This is a fantastic opportunity for a Trainee Mortgage and Protection adviser to join the UK’s most trusted* mortgage advisers. You will learn and gain experience across all areas of a Mortgage & Protection Advisers role and work closely with senior management and adviser teams to achieve defined learning objectives over a period of 12-24 months.

We are open to location of the role and will be based in one of our NE based branch offices.

**You will**:

- Carry out customer care calls to our existing and ongoing clients, review their current circumstances to identify insurance shortfalls and new opportunities
- Creating referrals and booking appointments for the Protection and General Insurance teams
- Sales pipeline progression activity including liaising with a variety of lenders, insurers & solicitors to keep everything moving as smoothly as possible
- Take new enquiries from clients looking for mortgage advice, qualify the lead, capture details on internal systems and book client in
- Carry out a Fact Find and affordability checks with clients to establish circumstances and client requirements
- Research cases and make appropriate suggestions as to where a case could potentially be placed
- Complete Agreements in Principles and learn various lender sites & portals
- Produce quotes and illustrations in order to assist the preparation of a sign up appointment
- Working collaboratively with mortgage advisers to enable the most positive outcome for clients
- Referring our clients to partner businesses for various services (i.e. home mover services, estate agent, wills, wealth)

**You’ll be a crucial part of the team because**:

- Over 25 days annual leave per year
- Holiday purchase scheme
- Flexible hybrid working
- Company pension scheme
- Company Health care scheme
- Uncapped Bonus Structure
- *UK's most trusted adviser claim based on First Mortgage being ranked at number 1 in the UK "Mortgage Broker" category by TrustPilot_

**Job Types**: Full-time, Commission, Permanent

**Salary**: £20,000.00-£22,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus

Licence/Certification:

- Cemap Qualification (preferred)

Work Location: In person