Mortgage Adviser Trainee

3 days ago

Cardiff, Cardiff, United Kingdom The New Homes Group Full time
About The New Homes Group

The New Homes Group is a leading specialist in the new homes market, providing mortgage services to customers across the UK.

Job Summary

We are seeking a highly motivated and customer-focused Trainee Mortgage Adviser to join our team. As a Trainee Mortgage Adviser, you will be responsible for providing exceptional customer service, managing customer relationships, and working closely with our specialist Mortgage Advisers to arrange mortgage applications.

Key Responsibilities
  • Provide exceptional customer service to customers, responding to their queries and concerns in a timely and professional manner.
  • Manage customer relationships, building trust and rapport with customers to ensure their needs are met.
  • Work closely with our specialist Mortgage Advisers to arrange mortgage applications, ensuring that customers receive the best possible advice and support.
  • Accurately record customer details and complete fact finds, researching lenders' affordability and criteria to ensure that customers receive the best possible mortgage solution.
  • Utilize excellent sales and customer service skills to arrange appointments with our specialist Mortgage Advisers.
Requirements
  • A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
  • A strong track record in customer service and sales.
  • Excellent interpersonal and presentation skills, with outstanding communication and listening skills.
  • Organized and disciplined approach to work, with the ability to work to high expectations.
  • Highly competent user of IT, with a strong understanding of Microsoft Office, including Excel, Word, and Outlook.
  • A full driving license and use of a vehicle to travel to and from our offices as required.
Benefits
  • Permanent full-time role with unrivaled opportunities for progression and personal development.
  • 28 days paid holiday, including Bank Holidays, plus your birthday off once passed probation.
  • Contributory workplace pension.
  • 24-hour Wellbeing Employee Assistance Programme.
  • Death in service cover.
  • Access to discounts platform, Perks at Work.
  • Access to self-funded Health Care plan.
  • Discounted medical assessment Health Screening.
  • Discount on Nuffield Gym Membership.
  • Discounts on estate agency, mortgage, and surveying services.
  • Salary Sacrifice Personal Car Leasing Scheme available.

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