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Mortgage Adviser Trainee

2 months ago

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

The New Homes Group is a leading provider of mortgage services, dedicated to helping individuals achieve their homeownership goals. Our team of experts is passionate about delivering exceptional customer experiences and providing tailored solutions to meet the unique needs of each client.

Job Summary

We are seeking a highly motivated and customer-focused Mortgage Adviser Trainee to join our team. As a Mortgage Adviser Trainee, you will play a critical role in providing expert advice and guidance to clients, helping them navigate the mortgage process and achieve their financial goals.

Key Responsibilities
  • Provide exceptional customer service and support to clients, responding to their inquiries and concerns in a timely and professional manner.
  • Conduct thorough needs assessments to understand clients' financial situations and goals, and provide personalized recommendations for mortgage products and services.
  • Collaborate with internal teams to ensure seamless delivery of mortgage services, including processing applications and managing client relationships.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • Participate in ongoing training and professional development to enhance skills and knowledge, and contribute to the growth and success of the team.
Requirements
  • Educated to A level or equivalent standard as a minimum.
  • Bachelor's degree is preferable but not essential.
  • 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 inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
  • Organised, and adopts a disciplined and structured approach to work.
  • Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.
What We Offer
  • Permanent full-time role with fantastic earning potential.
  • Extensive induction & training coupled with an outstanding development program.
  • 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off).
  • Unrivalled opportunities for progression, promotion, and personal growth.