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Mortgage Adviser Trainee

2 months ago

SouthendonSea, Southend-on-Sea, United Kingdom CV-Library Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Mortgage Adviser. As a Trainee Mortgage Adviser, you will have the opportunity to develop your skills and knowledge in the financial services industry, with a focus on mortgages and protection.

During your 24-month training period, you will be based full-time at our offices in Colchester, working as the first point of contact for our customers. Your role will involve making and receiving calls to customers referred to us by our national house-builder clients, accurately recording their details, and partially completing a fact find and researching lenders' affordability and criteria.

As a Trainee Mortgage Adviser, you will have the opportunity to work with a leading new homes mortgage provider, with a strong focus on customer service and sales. You will be responsible for arranging appointments with our specialist Mortgage Advisers and will have the opportunity to develop your skills in this area.

Key Responsibilities
  1. Make and receive calls to customers referred to us by our national house-builder clients.
  2. Accurately record customer details and partially complete a fact find.
  3. Research lenders' affordability and criteria.
  4. Arrange appointments with our specialist Mortgage Advisers.
Requirements
  1. A strong desire to work within the financial services industry, particularly within mortgages and protection.
  2. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word, and Outlook.
  3. A full driving license and use of your own vehicle to be able to get to and from our offices as required.
What We Offer
  1. A permanent full-time role with unrivaled opportunities for progression, promotion, and personal development in an expanding and market-leading business.
  2. A competitive salary and benefits package, including a contributory workplace pension and 28 days paid holiday.
  3. Access to discounts platform, Perks at Work, and a self-funded health care plan.
  4. Discounted medical assessment health screening and discounts on estate agency, mortgage, and surveying services.
  5. A salary sacrifice personal car leasing scheme available.
About Us

The New Homes Group is the UK's leading new homes specialist, and as a Trainee Mortgage Adviser, you will be working for the UK's leading new homes mortgage provider. We offer a genuine opportunity for a long-term career in financial services, with a focus on mortgages and protection.

We are committed to providing our employees with the skills and knowledge they need to succeed in their roles, and we offer a comprehensive training program to support your development as a Mortgage Adviser.