Career in Mortgage Advice

3 days ago


Manchester, United Kingdom CV-Library Full time

Career seekers who want to make a difference in people's lives may find our Trainee Mortgage Advisor position appealing. As a skilled professional in this field, you will help clients achieve their financial objectives.

About the Position

The successful candidate will be responsible for:

  1. Contacting pre-qualified mortgage enquiries to determine customer needs and preferences
  2. Conducting thorough fact finds to assess customers' financial situations and goals
  3. Reviewing credit reports to identify potential risks and opportunities
  4. Collaborating with lenders to secure the best possible rates and terms for clients
  5. Organising their schedule effectively to meet targets and deadlines
  6. Operating in a fast-paced, target-focused environment where continuous learning and improvement are essential
Benefits Package

We offer a competitive benefits package, including:

  1. An annual salary of £31,000, with potential earnings of £36,000 - £41,000, estimated based on experience and location
  2. Funding for CeMAP Level 1, 2, and 3 qualifications to support career growth and development
  3. A minimum of 22 days holiday per year, increasing to 25, plus bank holidays
  4. Birthday leave and 12 flexidays annually
  5. Complimentary anniversary champagne and weekly free fruit baskets
  6. Vitality healthcare and access to ongoing training and development opportunities
  7. Frequent social events and a dynamic company culture
  8. Free secure parking and other perks to enhance work-life balance
Requirements

To be considered for this role, applicants should have:

  1. Proven experience working in a sales environment, preferably in roles such as Sales Executive, Sales Consultant, Mortgage Advisor, or Loan Consultant
  2. Confidence in working under pressure and meeting targets in a fast-paced setting
  3. A commitment to completing CeMAP exams, which will be funded by the company


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