Mortgage Advisor Trainee

4 days ago


Ilminster, Somerset, United Kingdom THE OPENWORK PARTNERSHIP Full time

We are seeking a talented and ambitious individual to join our team as a Trainee Mortgage Advisor. As a Trainee Mortgage Advisor, you will have the opportunity to develop your skills and knowledge in the mortgage industry, working closely with our experienced team to provide exceptional customer service and advice to our clients.

Key Responsibilities:

  • Conduct thorough client fact finds and collate supporting documents to ensure accurate and informed advice.
  • Provide expert advice and recommendations on mortgage and protection products to meet our clients' needs.
  • Manage ongoing cases through to completion, ensuring high levels of customer satisfaction and loyalty.
  • Develop and maintain strong business relationships with clients, colleagues, and other stakeholders to drive business growth and success.
  • Stay up-to-date with industry developments, products, and regulations to provide the best possible advice and service.

Requirements:

  • CEMAP or CII qualification in Mortgage Advice.
  • Passion for delivering outstanding customer service and building strong relationships.
  • Excellent attention to detail and organizational skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.

What We Offer:

  • Comprehensive training and development opportunities to support your career growth and success.
  • A supportive and collaborative team environment that encourages learning and innovation.
  • Competitive salary and benefits package.
  • Opportunities for career progression and advancement within the company.


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