Mortgage Advisor Career Opportunity

3 days ago


Chester, Cheshire, United Kingdom The Business Connection Full time

Are you looking to start a career in mortgage advice?

We have an exciting opportunity for a Trainee Mortgage Adviser to join our team at The Business Connection.

As a Trainee Mortgage Adviser, you will be trained to fully understand the core elements of the role and advise customers on suitable mortgage products based on their individual financial situation.

The successful candidate will join a well-established, motivated, friendly team in a modern, open-plan office with car parking onsite.

You will be rewarded with a quarterly performance bonus; financial support to study CeMAP levels 1, 2 and 3; a holiday buy and sell scheme; and company events.

Salary: £22,300 - £25,000 plus bonus

Location: Chester

About the Job:

  • Advise customers on suitable mortgage products, deal with referrals from intermediaries and leads generated from marketing activity.
  • Complete fact-finds and conduct credit searches.
  • Analyse data and provide recommendations to clients based on their preferences and financial circumstances.
  • Ensure compliance with internal regulations and external FCA rules.
  • Maintain accurate records and update knowledge on product changes.
  • Provide excellent customer service and respond to client communications effectively.
  • Perform general office duties and contribute to a positive team environment.

Requirements:

  • Previous experience in finance or a related field is preferred.
  • A-levels (C or above) or a degree (2:2 or above) is required.
  • CeMAP qualification is desirable, but willingness to study is essential.
  • Strong analytical and problem-solving skills are necessary.
  • Excellent communication and interpersonal skills are required.
  • Self-motivation, organisation, and adaptability are essential.
  • A strong customer focus and commitment to quality are expected.


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