Trainee Financial Advisor

6 days ago


Halifax, Calderdale, United Kingdom Rayner Personnel Full time

About the Role:

We are seeking a highly motivated and ambitious individual to join our dynamic team as a Trainee Mortgage Advisor. As a key member of our team, you will play a crucial role in shaping the financial futures of our valued clients.

Key Responsibilities:

  • Develop and maintain a robust pipeline of prospective clients through proactive lead generation and strategic networking.
  • Conduct thorough needs assessments, actively listening to clients' goals and concerns to provide personalized recommendations.
  • Stay up-to-date with industry trends and regulatory changes, ensuring you have expert knowledge of mortgage, protection, and insurance products.
  • Deliver exceptional customer service, treating clients with professionalism, empathy, and a commitment to their best interests.
  • Collaborate with cross-functional teams to streamline processes and enhance the overall client experience.

Requirements and Qualifications:

  • Minimum of 2 years of proven experience in the mortgage and protection industry, with a track record of successful sales and client satisfaction.
  • Extensive knowledge of mortgage products, life insurance, and general insurance offerings, backed by relevant certifications or qualifications.
  • Exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients from diverse backgrounds.
  • Strong organizational and time-management abilities, enabling you to thrive in a fast-paced and dynamic environment.
  • Commitment to continuous professional development, embracing industry changes and self-improvement opportunities.
  • Valid driver's license and access to reliable transportation for client visits.

What We Offer:

  • Basic salary ranging from £28,000 to £34,000 per annum.
  • 20% commission split.
  • Leads provided by in-house EA team who are paid per seen appointment.
  • Fantastic bonus scheme.
  • Full training and development.
  • Flexible work arrangement with 2/3 days in the office.

How to Apply:

If you are interested in this role, please submit your CV to the relevant contact details.



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