Trainee Mortgage Advisor and Case Administrator

4 days ago


Sheffield, Sheffield, United Kingdom A for Appointments Full time

About the Role

We are seeking a highly motivated and organized individual to join our team as a Trainee Mortgage Advisor and Case Administrator. As a Trainee Mortgage Advisor, you will play a key role in supporting our customers and clients by conducting Homes England affordability checks, reviewing essential information to find suitable lenders, and gathering and understanding documentation to progress cases forward.

Key Responsibilities

  • Be a key point of contact for customers and clients as their case progresses.
  • Conduct Homes England affordability checks on behalf of Housing Associations.
  • Review essential information to find lenders that are suitable to the needs of your customer.
  • Gather and understand documentation required to progress the customer's case forward.

What We Offer

  • A permanent opportunity with a starting salary of £22,308 + £300 bonus a month.
  • A salaried role up to £25,000 basic once 'Competent Status' is achieved as an advisor, with initial targets being achieved.
  • A hugely attractive bonus scheme designed by current advisors, up to £70,000 OTE.
  • Company pension.
  • Study support and CeMAP offered.
  • Office-based environment with excellent opportunities to progress through the company hierarchy.
  • Tech and Admin systems designed to allow the Adviser to focus on Advice quality rather than paperwork.

About Us

A for Appointments is committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment, or bullying towards any candidates or employees. We are proud to be an equal opportunities employer.



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