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Trainee Mortgage Advisor

Jems Recruitment Ltd
Posted 13 hours ago, valid for 12 hours
Location

Welwyn Garden City, Hertfordshire AL86HA, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This trainee role offers an opportunity to support a team and customers, evolving into a Mortgage Advisor position.
  • Candidates are expected to have a genuine interest in the mortgage sector and ideally possess or be pursuing a CeMAP qualification.
  • The position includes a salary with performance-related bonuses, as well as benefits such as private medical and dental care.
  • Working hours are Monday to Friday from 9 am to 5:30 pm, based on-site at the company offices.
  • The company provides excellent career progression in a supportive environment for motivated individuals with strong communication and numerical skills.
  • Varied trainee role, initially supporting the team and customers, developing into a Mortgage Advisor role
  • Once trained, performance related bonuses, private medical, private dental
  • Study support is offered for someone looking to gain their full CeMAP
  • Excellent career progression in a supportive environment
We have an excellent opportunity available to join this well-established team of Advisors, with excellent earning potential once trained. Working hours are Monday-Friday 9am-5.30pm, based on-site at the company offices. You will start your journey with the company as a trainee, supporting the team with a range of administrative skills, liaising with a range of third parties, completing a variety of documentation, checking applications and updating systems. With support, you will begin to advise whilst gaining your CeMAP qualification. The company develop their staff, so if you are looking to join a team where you can move your career forwards, this is the opportunity for you! You will be responsible for:
  • Building relationships with customers
  • Handling customer queries regarding a range of mortgages on a day-to-day basis
  • Supporting third parties with queries via email and telephone calls
  • Supporting the office with administration, checking documentation, updating systems and handling incoming post
  • Obtaining additional information to ensure customer applications are complete
  • Reviewing and checking a range of documents, using a variety of computer packages
  • Speaking with customers over the telephone to verify security information
  • Once trained, advising on mortgage products and completing customer applications
  • Meeting and exceeding set targets and meeting FCA compliance
We are looking for:
  • Highly professional, motivated and team-orientated individuals, with a real desire to succeed
  • An interest in the mortgage sector, looking to complete CeMAP qualification or recently qualified/part-qualified
  • A general understanding of the basic principles of lending
  • Excellent communication skills and strong numerical aptitude
  • The ability to explain complex information clearly and simply
  • Administrative and IT skills
We are looking for candidates who enjoy a combination of administration and customer service duties. You will be proactive, professional and motivated, as well as having the drive to succeed. You will also need a keen eye for detail, strong numerical skills and the ability to prioritise your workload. The company are supportive and offer excellent career development. If you have relevant industry experience or are looking to develop a career within financial services, call us or apply today!The successful candidate will be required to complete a credit check, DBS and full referencing at offer stage.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.