Trainee Mortgage Advisor

11 hours ago

Taunton, United Kingdom CV-Library Full time

Are you ready to kickstart your career in Mortgage Advice?

If you have the qualifications, we have the firm to help you become a professional adviser. Providing you with ongoing support, training and development as well as ongoing access to leads to propel you towards success, whilst allowing you to work remotely.

We are seeking a motivated individual to join a reputable firm as a Trainee Mortgage Adviser for a firm based in Taunton, with the ability to work remotely. This role offers an excellent opportunity to develop your skills and knowledge in the finance industry, working alongside experienced professionals. You will be offering advice on mortgages and protection, completing fact finds and putting together bespoke recommendations to meet the needs of the clients.

Roles & responsibilities of a Trainee Mortgage Advisor:

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Engage with new and existing clients to complete fact finds and collate documents.

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Provide advice and recommendation on Mortgage and Protection products.

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Stay up to date on industry regulations and product knowledge

Qualifications and requirements for a Trainee Mortgage Advisor:

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CEMAP or CII Qualification: Essential for providing expert mortgage advice.

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No Advising experience necessary: Preferable to have been in a customer facing or sales role previously.

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Self-Motivated: A driven individual eager to excel in the field of finance.

Benefits as a Trainee Mortgage Advisor:

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Market leading proposition: Advising on whole-of-market 1st charge mortgage products and a wide panel for protection as part of The Openwork Partnership.

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Leads Available: High quality proven leads available to help you get started and continue to success.

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No Targets: With no micromanagement or targets you set the pace.

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Flexibility: Work from any location across the South or West England with access to the Taunton head office.

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Career Growth: Access to a variety of training materials and support to help you progress.

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Supportive Environment: Collaborative team culture focused on professional development.

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Regular Team meetings: Held monthly at offices in Taunton.

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Employment Type: Self-employed with a commission split allowing you the flexibility to work around your life.

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Rewarding Commission Structure: Earn based on your performance and client satisfaction, with a tiered structure to reach a commission split of 80%.

If you are enthusiastic about finance, possess the necessary qualifications, and are eager to grow your career in mortgage advice, we want to hear from you.

Apply now with your CV

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