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Job Title: Trainee Mortgage Adviser
Salary: £25,000 Basic. OTE £30,000 - £40,000
Location: St Albans
About our clients and the role:
Swarm Recruitment is working with a well-established, successful mortgage firm based in St Albans, looking to expand their team. Our clients have been successfully helping people with their financial needs for a number of years, and have a large number of loyal customers that need to be serviced.
Our clients are offering a great opportunity for a Trainee Mortgage Adviser, with full training provided and the potential to progress into a qualified mortgage adviser. This is the perfect role if you're looking to enter the financial services sector, and develop into a Mortgage and Protection Adviser.
To be considered for this role, ideally you will already have experience in financial services or a strong sales background, and your CeMap qualification nearly finished.
Salary & Benefits:
- Basic Salary - £25,000
- OTE £30,000 - £40,000
- 20% commission
- On-going support
- Progression opportunities into a mortgage and protection adviser
- Parking
- Laptop
Working Hours:
- Monday - Friday 9am-5:30pm
- Fully office based with the opportunity to work from home for a number of days in the future
- For the first few months, you will be required to work from the office 5 days a week
Desired Experience:
- Excellent organisational and communication skills.
- A strong desire to develop a career in the mortgage industry.
- Ability to manage multiple tasks and work under pressure.
- Ideally experience in financial services or a strong sales background.
- Motivated and eager to learn with a long-term vision for progression.
- CeMap qualification completed or close to completed.
Responsibilities & Duties:
- Study mortgage products, lending criteria, and financial regulations to gain expertise.
- Assist qualified advisers with initial client consultations and gather necessary documentation.
- Handle paperwork, data entry, and follow-ups with clients, lenders, and insurance providers.
- Ensure adherence to mortgage regulations and company policies.
- Build and maintain strong relationships with clients to foster trust and repeat business.
- Provide expert advice to clients on mortgage options tailored to their needs.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
