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Trainee Mortgage Advisor
Job Posted: 2 days ago
Salary: £ 29,000/Annum
Job Type: Permanent
Location: Barry, Vale of Glamorgan
Expire in: 25 days
Job Description
A leading and reputable finance company currently requires a Trainee Mortgage Advisor / Business Development Executive.
It will train and develop you into a fully authorised Mortgage Broker, starting as an internal Business Development Executive, and moving into the position of Mortgage Broker. It will pay and for your CeMAP qualifications. A real career advancement opportunity into an exciting and rewarding sector.
Guaranteed annual salary of £29,000, made up with a guaranteed monthly bonus of £500 (minimum) and a base salary of £23,000, plus a comprehensive benefits package, staff incentives, full training, and financing for your CeMAP qualification.
Trainee Mortgage Advisor Overview:
The primary role of a Mortgage Broker is to market the company and actively establish a network of mortgage brokers and independent financial advisors, from which customer referrals are generated.
Trainee Mortgage Advisor Main Duties:
* The development of new business, via methods such as canvassing, outbound, and inbound telemarketing.
* Build up a broker database and maintain good relationships accordingly.
* To maintain a competent level of understanding of mainstream lender’s underwriting policies and procedures.
* Sales processing and accurate data entry.
* Submission of timely and accurate application packs.
* Adherence to quality and compliance standards.
* To assist the Specialist Mortgage Advisor at the applicable stages of the sales process.
* To pay high regard to Financial Conduct Authority (FCA) regulations including Treating Customers Fairly Principles.
* Encourage and maintain a high level of customer service and excellence.
* To pay particular attention to ensuring the confidentiality of sensitive information.
* To always behave in a positive and professional manner when representing the company.
* General housekeeping duties, ensuring the office is kept tidy.
* To follow all company policies and procedures.
* Any other duties as requested by your Manager.
Trainee Mortgage Advisor Personal Duties:
* To always display Company core values.
* To actively keep updated with the company’s services.
* To develop yourself by, where necessary, attending courses, meetings, training events, workshops, and seminars, to not only develop yourself but also the company.
* To demonstrate clear written and verbal communication skills.
* To be highly self-motivated and organised.
* To ensure effective customer care skills.
* To make informed decisions whilst being aware of the consequences.
* A recognition and regard for observing confidentiality.
* The capacity to work as part of a team.
* 10An ability to work on own initiative and meet set timescales.
Trainee Mortgage Advisor Experience:
* Sales experience in a busy office environment.
* Outbound sales experience.
* Account management.
* IT literate, particularly with Microsoft Office and the InternetBefore You Apply
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