Mortgage and Loan Advisor Trainee

1 month ago

Watford, Hertfordshire, United Kingdom Stellar Select Limited Full time
Trainee 2nd Charge Loan Advisor

Location: Watford

Salary: Up to £25,000 + Commission

Hours: Monday to Friday 9 am to 5.30 pm

Benefits:

  • Private Medical Healthcare through Vitality
  • Dental Scheme
  • Additional half-day annual leave on your Birthday
  • Annual leave purchase scheme
  • Pension Scheme
  • Perk box
  • Free eye tests
  • Christmas and Summer Social Events
  • Top Performers Dinner each quarter
  • Fresh fruit in the office

About the Role:

This is an exciting opportunity for a sales-focused individual looking to become an advisor in the mortgage and loan sector. You will be provided with full training from a market-leading specialist brokerage, including full support to gain CeMAP qualification.

Responsibilities:

  • Complete all training in a dedicated and efficient manner, displaying aptitude, application, and ability to show initiative.
  • Ensure all details are fully completed on CRM immediately once a new enquiry is received.
  • Carry out fact-finding exercises with direct customers where the loan is for a regulated mortgage contract, and we will be providing advice if qualified.
  • Review AIPs and Offers received - checking all financial details and requirements.
  • Check case and completion updates for correct content and send to the client/broker.
  • Maintain back-office system and ensure this is used correctly in line with Company processes.

Requirements:

  • Upbeat telephone manner.
  • General office skill set.
  • GCSE Maths and English essential.
  • Experience gained in the mortgage industry.

For more information, please contact us.

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