Trainee & Qualified Mortgage Advisor

2 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 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



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