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Mortgage Advisor Trainee

2 months ago


Barry, Vale of Glamorgan, United Kingdom D&R Recruitment Limited Full time
Trainee Mortgage Advisor

We are seeking a highly motivated and experienced Sales Executive to join our team as a Trainee Mortgage Advisor. This is a fantastic opportunity to work with a market leading Broker in Barry and develop your skills in mortgage advice.

About the Role

The successful candidate will be responsible for calling enquiries for customers looking to purchase a mortgage, completing fact finds to establish the customer's needs, checking over credit reports, working with a panel of lenders to find the customer the best rates, and diary management.

Key Responsibilities
  • Calling enquiries for customers looking to purchase a mortgage
  • Completing fact finds to establish the customer's needs
  • Checking over credit reports
  • Working with a panel of lenders to find the customer the best rates
  • Diary management
Requirements
  • Experience working as an Outbound Sales Advisor, Sales Executive, Sales Consultant, Mortgage Advisor, Loan Consultant, or any other outbound sales experience
  • CeMAP qualification would be a huge advantage but not essential
  • GCSE Maths and English grade C or above
What We Offer

We offer a competitive basic salary of up to £22,000 base salary with a guaranteed £500 bonus per month for 1 year, bringing the package up to a minimum of £27,000 year 1, plus uncapped commission. We will also fund your CeMAP qualifications 1, 2, and 3.

We pride ourselves on customer excellence and have a fantastic working culture with great benefits and genuine career progression opportunities.