Mortgage Advisor Trainee

4 days ago


StokeonTrent, Stoke-on-Trent, United Kingdom BDM Recruitment Full time

Launch Your Career in Financial Services

We are seeking a motivated and ambitious individual to join our team as a Trainee Mortgage Advisor or Trainee Mortgage Broker. As a Trainee Mortgage Advisor or Trainee Mortgage Broker, you will play a vital role in guiding clients through the mortgage application process, ensuring they secure the right deal for their financial goals.

Key Responsibilities:

  • Gain a deep understanding of the mortgage market, products, and regulations.
  • Build strong client relationships to uncover their needs and financial aspirations.
  • Conduct initial consultations to assess client suitability for different mortgage options.
  • Research and recommend the most suitable mortgage products from a wide range of lenders.
  • Prepare and submit mortgage applications with accuracy and efficiency.
  • Liaise effectively with lenders, solicitors, and estate agents throughout the process.
  • Provide clients with clear communication and updates on their application progress.
  • Consistently exceed monthly sales targets, contributing to the success of our branch.
  • Actively participate in training programs to develop your knowledge and expertise.

Requirements:

  • Holds a CeMAP 1 qualification (or equivalent).
  • Lives within an easy commute of our office.
  • Has previous sales experience, ideally within financial services or customer services.
  • Maintains a clean credit history and possesses a valid UK driving license.
  • Possesses excellent communication and interpersonal skills to build strong relationships with clients.
  • Demonstrates strong analytical and problem-solving abilities to navigate complex situations.
  • Thrives in both independent and collaborative work environments.
  • Is an ambitious and eager learner with a passion for the financial services industry.
  • Maintains a positive and enthusiastic attitude.

Why Choose Us?

  • Competitive salary up to £25,000 including car allowance, with financial guarantees of £500 per month for 6 months.
  • Opportunity to earn generous commissions, with a potential OTE (On-Target Earnings) of £45,000 in year one and £65,000 thereafter.
  • Comprehensive benefits package including a pension scheme, life assurance, and bonus opportunities.
  • Supportive and collaborative work environment with a strong focus on professional development.

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