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Mortgage Advisor Trainee

2 months ago


Bolton, Bolton, United Kingdom Fintelligent Full time
About the Role

We are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our dynamic team at Fintelligent. As a Trainee Mortgage Advisor, you will play a crucial role in helping our clients achieve their financial goals by providing expert mortgage advice and guidance.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their mortgage needs and provide tailored advice
  • Conduct thorough fact finds to establish clients' financial situations and identify suitable mortgage products
  • Work with a panel of lenders to secure the best mortgage rates for clients
  • Manage client diaries and ensure timely communication
  • Meet and exceed sales targets in a target-driven environment
What We Offer
  • Competitive annual salary of £25,500 with uncapped OTE of £35,000 - £40,000
  • Funded CeMAP qualifications to enhance your skills and knowledge
  • 22 days holiday, rising to 25 days plus bank holidays
  • Flexible working hours and a supportive team environment
  • Ongoing training and development opportunities to help you grow in your career
Requirements
  • GCSE Maths and English grade C or above
  • Experience working in a target-driven environment, preferably in sales or customer-facing role

If you are a motivated and ambitious individual looking to start your career in mortgage advice, we would love to hear from you. Apply now to take the first step towards a rewarding and challenging role at Fintelligent.