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Trainee Mortgage Advisor
Full Time
Office based
The role
Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business.
Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success.
What We Offer:
Continuous learning opportunities in a supportive environment.
A mix of provided pre-qualified leads and the chance to add your own.
An attractive bonus scheme rewarding both company-generated and self-generated leads.
Duties:
Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position.
Effectively evaluate clients' financial information to determine their eligibility for mortgage products.
Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs
Rationalise and document product choice and reasons for recommendation.
Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications.
Liaise with internal Quality Assurance staff to ensure compliance and continual development.
Stay up-to-date with industry regulations and changes in mortgage products and services.
Build and maintain relationships with clients, lenders and other industry professionals.
Skills:
Strong knowledge of financial services, particularly in the mortgage and specialist finance industry.
Excellent communication and interpersonal skills to effectively interact with clients and stakeholders.
Ability to analyse financial information and carry out any required mathematical calculations.
Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel.
Detail-oriented with strong organizational skills to manage multiple tasks and deadlines
Proficient in using mortgage software and technology tools for application processing.
