Trainee & Qualified Mortgage Advisor

2 months ago

Bolton, United Kingdom CV-Library Full time

Do you have strong sales experience working with financial services? Are you looking to take your career to the next level and become a qualified mortgage advisor and don't know where to start? If so, we have the perfect opportunity for you

At Stride Recruitment, we are thrilled to collaborate with an award-winning and well-established Specialist Mortgage brokerage. Our client is seeking experienced 1st Charge or 2nd Charge Mortgage & Protection Advisors and Trainee Mortgage Advisors to join their dynamic, exciting, and continuously expanding team.

The ideal candidate should possess a minimum of 1 year of experience working in sales within a financial services role and hold a CeMAP qualification or working towards it.

Location: Bolton

Salary: £25,500 - OTE £35K - £45K +

What they offer:

* Full CeMAP training provided and paid for

* Competitive salary and performance-based commission

* Leads provided

* Admin support

* Full office-based, possible hybrid working

* Comprehensive benefits package

* 25 days of holiday rising each year plus bank holidays

* Ongoing training and development opportunities

* Career progression - into different products

* Supportive, friendly, and collaborative team environment

* Birthday off

* Free Parking

* Medical cover & health care

Key Responsibilities:

* Guide clients through the mortgage application process, offering expert advice on suitable mortgage options.

* Assess clients' protection needs and recommend comprehensive solutions, including life insurance, critical illness coverage, and income protection.

* Conduct thorough consultations to understand clients' financial goals and preferences.

* Collaborate with lenders, underwriters, and legal professionals to facilitate smooth mortgage transactions.

* Stay informed about market trends, mortgage products, and insurance offerings to provide up-to-date advice.

* Ensure compliance with relevant financial regulations and internal policies.

Qualifications:

* Bachelor's degree in Finance, Business, or a related field.

* Mortgage advisory qualification - Full CeMAP ( desired but not essential )

* Proven experience in mortgage advising and protection planning.

Skills:

* Strong knowledge of mortgage products, regulations, and market trends.

* Excellent communication and interpersonal skills.

* Analytical mindset with the ability to assess client needs.

* Detail-oriented with strong organisational and time management skills.

* Proficient in relevant software and tools for mortgage applications.

* Proven experience in sales, preferably in financial services or related fields.

* Self-motivated with a drive to achieve and exceed targets.

How to Apply:

To find out more please apply to Rachel Pollock

  • Trainee & Qualified Mortgage Advisor

    3 weeks ago

    Bolton, United Kingdom Stride Recruitment Full time

    Do you have strong sales experience working with financial services? Are you looking to take your career to the next level and become a qualified mortgage advisor and don't know where to start? If so, we have the perfect opportunity for you! At Stride Recruitment, we are thrilled to collaborate with an award-winning and well-established Specialist...

  • Trainee Mortgage Advisor

    2 months ago

    Bolton, United Kingdom CV-Library Full time

    Position: Trainee Mortgage Advisor Starting salary: £25.5K + uncapped commission Location: Bolton Are you a Salesperson looking for a new challenge? Do you want a new role that can grow and change as you progress? Time Recruitment are delighted to be representing a market leading financial services brokerage based in Bolton who are seeking...

  • Trainee Mortgage Advisor

    4 weeks ago

    Bolton, United Kingdom Time Recruitment Solutions Ltd Full time

    Position: Trainee Mortgage Advisor Starting salary: £25.5K + uncapped commission Location: Bolton Are you a Salesperson looking for a new challenge? Do you want a new role that can grow and change as you progress? Time Recruitment are delighted to be representing a market leading financial services brokerage based in Bolton who are seeking talented...

  • Mortgage Advisor

    3 weeks ago

    Bolton, United Kingdom Premier Jobs UK Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following: * Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for you * Access to their book of customers for you to...

  • Mortgage Advisor

    4 weeks ago

    Bolton, United Kingdom CV-Library Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following: * Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for you * Access to their book of customers for you to...

  • Trainee Mortgage Advsior

    3 weeks ago

    Bolton, United Kingdom Fintelligent Search Full time

    Are you a Sales Executive seeking a new opportunity? Our client, a top broker in Horwich, Bolton, needs a Trainee Mortgage Advisor. They sponsor your CeMAP qualification and offer a £25,500 base salary with uncapped commission, aiming for £35,000 earnings. The role includes great perks and covers the cost of CeMAP qualifications, setting you up for...

  • Mortgage Advisor

    5 days ago

    Bolton, United Kingdom Premier Jobs UK Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following: * Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for you * Access to their book of customers for you to proactively...

  • Trainee Mortgage Advsior

    3 weeks ago

    Bolton, United Kingdom Fintelligent Search Full time

    Are you a Sales Executive seeking a new opportunity? Our client, a top broker in Horwich, Bolton, needs a Trainee Mortgage Advisor. They sponsor your CeMAP qualification and offer a £25,500 base salary with uncapped commission, aiming for £35,000 earnings. The role includes great perks and covers the cost of CeMAP qualifications, setting you up for...

  • Trainee Mortgage Advsior

    3 weeks ago

    Bolton, United Kingdom Fintelligent Search Full time

    Are you a Sales Executive seeking a new opportunity? Our client, a top broker in Horwich, Bolton, needs a Trainee Mortgage Advisor. They sponsor your CeMAP qualification and offer a £25,500 base salary with uncapped commission, aiming for £35,000 earnings. The role includes great perks and covers the cost of CeMAP qualifications, setting you up for...

  • Trainee Mortgage Advsior

    1 month ago

    Bolton, United Kingdom Fintelligent Search Full time

    Are you a Sales Executive seeking a new opportunity? Our client, a top broker in Horwich, Bolton, needs a Trainee Mortgage Advisor. They sponsor your CeMAP qualification and offer a £25,500 base salary with uncapped commission, aiming for £35,000 earnings. The role includes great perks and covers the cost of CeMAP qualifications, setting you up for...

  • Mortgage Advisor Career Opportunity

    4 weeks ago

    Bolton, Bolton, United Kingdom Fintelligent Search Full time

    Fintelligent Search - Trainee Mortgage AdvisorA dynamic Sales Executive role seeks a skilled and ambitious individual to join our team as a Trainee Mortgage Advisor. This exciting opportunity will not only equip you with the expertise needed to excel in the industry but also provide a stable career path for growth.As a key member of our team, you will be...

  • Mortgage and Protection Advisor Role

    4 weeks ago

    Bolton, Bolton, United Kingdom Fintelligent Search Full time £23,500 - £25,000

    We are seeking a skilled professional to work as a Trainee Protection Advisor at Fintelligent Search's financial broker located in Bolton. As a result of the company's growth, we are expanding our team and looking for someone to start their career with us. Our award-winning client offers competitive salaries and opportunities for career development.">The...

  • Mortgage Advisor

    3 weeks ago

    Bolton, United Kingdom Premier Jobs UK Limited Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following: Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for you Access to their book of customers for you to proactively...

  • Mortgage Advisor

    7 days ago

    Bolton, United Kingdom Premier Jobs UK Limited Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following:Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for youAccess to their book of customers for you to proactively...

  • Mortgage Advisor

    3 weeks ago

    Bolton, United Kingdom Premier Jobs UK Limited Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following:Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for youAccess to their book of customers for you to proactively...

  • Trainee Service Advisor

    6 months ago

    Bolton, United Kingdom The Solution Automotive Recruitment Full time

    Job reference number- PA1519JWTR8- Job Type- Full time- Location- Bolton, Greater Manchester, England- Salary- £26325-£29825 per annum**Job description**: **Trainee Service Advisor - Bolton** Vacancy - Trainee Service Advisor Basic - £26,325 + £29,825 OTE Mon - Fri - 8.30am - 6.00pm Saturdays - 8.30am - 12.30pm (1 in 2) Our well respected prestige...

  • Mortgage Advisor

    4 weeks ago

    Bolton, United Kingdom Premier Jobs UK Limited Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following:Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for youAccess to their book of customers for you to proactively...

  • Mortgage Advisor

    15 hours ago

    Bolton, United Kingdom Premier Jobs UK Limited Full time

    Job Description This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following: Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for you Access to their book of customers for you to...

  • Financial Broker Mortgage Advisor

    3 days ago

    Bolton, Bolton, United Kingdom Fintelligent Search Full time £23,500 - £25,000

    At Fintelligent Search, we are recruiting a skilled Mortgage Advisor to join our team. This exciting role offers the opportunity to work with an outstanding financial broker located in Bolton on a remote basis.The ideal candidate will have a strong passion for career growth and development. With a salary of up to £23,500 - £25,000 and an OTE of £35,000,...

  • Mortgage Advisor

    4 days ago

    bolton, greater manchester, United Kingdom Premier Jobs UK Limited Full time

    This employed, Mortgage Advisor job in Bolton is an excellent opportunity to work for a leading name in the industry, who is continuously growing! This Mortgage Adviser job offers the following: Leads from their in-branch Estate Agency team who aim to maximise all potential opportunities for you Access to their book of customers for you to proactively...