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Financial Services Trainee

2 months ago

Watford, Hertfordshire, United Kingdom Placing Faces Full time

Job Title: Trainee Mortgage Advisor

Job Type: Full-time

Industry: Financial Services

Location: Remote (with occasional office visits)

Job Description:

We are seeking a highly motivated and detail-oriented individual to join our team as a Trainee Mortgage Advisor. As a Trainee Mortgage Advisor, you will be responsible for assisting our experienced Mortgage Advisors in providing exceptional customer service to our clients.

Key Responsibilities:

  • Assist in conducting fact-finds and qualifying clients for mortgages
  • Record and update client information on our database
  • Liaise with clients, mortgage lenders, and other stakeholders to ensure seamless mortgage applications
  • Learn from our experienced Mortgage Advisors and develop your knowledge and skills in the financial services industry
  • Take direction and guidance from our Mortgage Advisors to ensure successful client outcomes

Requirements:

  • CeMAP qualification or equivalent experience in a mortgage-related role
  • At least 1 year's experience in a financial services role
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Competitive salary and commission structure
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment

About Us:

We are a specialist mortgage brokerage dedicated to providing exceptional service to our clients. Our team is passionate about helping individuals achieve their financial goals, and we are committed to building long-term relationships with our clients and partners.