Mortgage Advisor Trainee

19 hours ago


Newquay, United Kingdom THE OPENWORK PARTNERSHIP Full time

Job Summary:

We are seeking a highly motivated and enthusiastic individual to join our team as a Trainee Mortgage Advisor. As a Trainee Mortgage Advisor, you will be responsible for providing exceptional client service and delivering holistic financial advice to our clients.

Key Responsibilities:

  • Conduct fact-finding appointments and gather accurate documentation to support client advice.
  • Provide expert advice and recommendations on mortgage and protection products to clients.
  • Stay up-to-date with industry regulations and product developments through ongoing professional development.

Requirements:

  • Strong communication and interpersonal skills, with a passion for delivering exceptional client service.
  • A team player mentality, with a desire to succeed and contribute to the growth of our business.
  • Ability to work in a fast-paced environment and adapt to changing priorities.

Benefits:

  • Opportunity to work in a supportive and thriving team environment.
  • Comprehensive training and ongoing support to help you excel in your role and build your future career.
  • Autonomy over your own diary management, with flexibility to work from our office or remotely.
  • Potential to gain relevant qualifications and certifications.
  • Marketing materials and leads provided to support your business development.


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