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Mortgage Advisor Trainee

2 months ago


Bolton, Bolton, United Kingdom Axon Moore Group Ltd Full time
About the Role

We are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our team at Axon Moore Group Ltd. As a Trainee Mortgage Advisor, you will play a pivotal role in providing exceptional customer service and delivering top-notch financial solutions to our valued clients.

Key Responsibilities
  • Engage with our New Business team to take qualified leads and work closely with industry experts to build meaningful relationships with clients.
  • Skilfully navigate the financial landscape of clients to source the most suitable products tailored to their requirements.
  • Maintain thorough knowledge and understanding of lender criteria to ensure precise suitability.
  • Deliver impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge.
  • Collaborate closely with lenders to facilitate smooth case processing and work in tandem with our Case Management team to work cases towards successful completion.
  • Proactively follow up on leads and diligently chase cases for updates.
  • Achieve minimum targets with meticulous care and attention.
  • Stay abreast of evolving FCA requirements and industry changes.
Benefits Package
  • 22 days holiday plus bank holidays, rising to a maximum of 30 days (excluding bank holidays).
  • Your birthday off work.
  • Holiday buy & sell scheme.
  • Private Healthcare with Vitality Health.
  • Death in service cover.
  • 12 flexible WFH days per year.
  • Fee-free products for your friends and family.
  • Regular social and charity events.
  • Onsite food provision and restaurant facilities.
  • Free tea, coffee & fresh fruit daily.
  • 'Freebie Fridays' on the first Friday of every month.
  • Cycle to work scheme.
  • Access to stimulating training & development.
  • In-house leadership academy for future leaders.
  • Great location close to transport links.
  • Free parking onsite.