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Trainee Mortgage Advisor

Placing Faces
Posted 18 hours ago, valid for 5 hours
Location

Halifax, West Yorkshire HX1 2XW

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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  • A well-established mortgage broker in Halifax is seeking a Trainee Mortgage Advisor to join their team, offering a basic salary of £24K-£25K plus bonuses.
  • The role involves being the first point of contact for clients, completing fact finds, liaising with Mortgage Advisors, and handling administrative duties like maintaining the CRM system.
  • While experience in the mortgage industry is preferred, it is not essential; candidates should have a background in financial services and a strong desire to learn and grow.
  • The company will sponsor the CeMAP qualifications to help the successful candidate progress into an advisory position.
  • This position offers a hybrid work model with 3-4 days in the office and does not require weekend work.

Progression - They will put you through your CeMAP qualifications and get you into an advisory position!

An opportunity to join a well-established mortgage broker in Halifax - they are looking for a Trainee Mortgage Advisor to join their friendly team, initially as a member of their frontline team. If you are someone who is confident speaking over the phone to a variety of people and thrive in busy environments, please apply.

Responsibilities as a Trainee Mortgage Advisor;

  • First port of call for the clients
  • Filling out fact finds with all relevant information
  • Liaising with Mortgage Advisors
  • Administration duties, such as keeping CRM system up to date

Experience required as a Trainee Mortgage Advisor;

  • Experience working within a mortgage industry role is preferred, but not essential
  • Someone with financial services background is required
  • Someone who is hardworking, ambitious, and eager to learn

Benefits as a Trainee Mortgage Advisor;

  • Basic salary 24K-25K depending on experience + bonus
  • No weekend work
  • CeMAP paid for by company to progress into an advisory role
  • Hybrid (3-4 days in the office)

We get a lot of applicants on our Trainee Mortgage Advisor roles so cannot respond to everybody - as long as you hold experience then you will receive a call from us.

Apply now in a few quick clicks

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.