SonicJobs Logo
Left arrow iconBack to search

Trainee Mortgage Adviser

Exchange Street Claims & Financial Services
Posted 5 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

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

info
  • This trainee position is with a London-based financial planning and wealth management company that has a strong reputation for developing its staff.
  • The role involves supporting advisers and clients, overseeing paperwork, and maintaining client relationships, rather than cold selling.
  • Candidates should hold CeMAP (or equivalent) and preferably have a background in banking or finance, with experience in meeting targets.
  • The starting salary ranges from £25,000 to £30,000, depending on experience, along with benefits like pension, private medical insurance, and flexible working.
  • This opportunity offers a chance to join a profitable organization with a reputable client base while receiving comprehensive training and support.
It's one thing to get trained. It's another to join a business that's good at it.There are too many mortgage firms where you're soon thrown in at the deep end. Poor leads. Self-employed contracts. Unrealistic expectations. You can soon find yourself a mortgage adviser in name only.This trainee position isn't with a mortgage business. It's with a London based financial planning/wealth management company. One that charges fees on all their work. One that counts wealthy business owners and famous people from the world of music and sport as clients.This means that the clients you will end up dealing with are existing ones of the business. There's no "selling" to them as such - the relationship is already there. It's more about building on that existing level of trust and doing a great job for them.As a business they have a great track record of developing their staff. And what's more - doing it properly.You'll start off supporting the firm's advisers and their clients. You'll liaise with providers/lenders and oversee the paperwork that comes with it. All to ensure a smooth process from the initial appointment through to post-sale.But it's not just admin and processing where you'll build your skills. From an early stage you'll have regular contact with clients by phone, in person and virtually. Given the client base it will be interesting, challenging and exciting work, sharpening your soft skills no end.Alongside the training there's a proper package reflecting the investment in you:
  • A starting salary of £25,000 - £30,000, depending upon experience
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • Private Medical Insurance
  • Cycle to Work Scheme
  • Hybrid/flexible working (location and hours)
  • A performance award based on delivering on the firm's core values
  • Participation in the company share options scheme
  • Support with further qualifications, including study leave
In short you'll join a profitable, quality organisation with an enviable client book. You'll get the training and investment you deserve, and all the resources you need to be successful.  HERE'S WHAT YOU'LL NEED:You'll hold CeMAP (or equivalent) and want to be a mortgage adviser. You'll preferably have a background in banking or finance, and experience of meeting targets.You will be highly organised, have a real attention to detail, and work well under pressure. You'll also be great with tech.Given the client facing nature of the job you'll be a great communicator and be strong at building rapport. You'll present well too.    -----------------------------------------------------------------------------------------Ready to be a mortgage adviser but do it properly? Click apply.Everyone will receive a response.

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.