Trainee Mortgage Advisor

Trainee Mortgage Advisor - Swindon

Do you have a passion for helping people achieve their dream of homeownership? Are you a driven individual with excellent communication and sales skills?

Salary: Basic up to £25,000 including car allowance with financial guarantees inclusive of car allowance equating to £31,000 for the first 6 months, OTE £45,000 in year 1, £65,000 thereafter

Benefits: Pension, life assurance, bonus, commission

Job Description:

We are currently seeking a motivated and ambitious individual to join our client’s dynamic team as a Trainee Mortgage Advisor or Trainee Mortgage Broker in Swindon. This is an exceptional opportunity for someone looking to kick-start their career in the financial services industry and receive comprehensive training and support to become a successful Mortgage Advisor. In this role, you will play a vital role in guiding clients through the mortgage application process, ensuring they secure the right deal for their needs.

Responsibilities:

• As a Trainee Mortgage Advisor or Trainee Mortgage Broker, you will learn and understand the mortgage market, products, and regulatory requirements.
• Build and maintain strong relationships with clients to understand their financial needs and goals.
• As a Trainee Mortgage Advisor or Trainee Mortgage Broker, you will conduct initial consultations to understand client needs and financial situation.
• Research and recommend suitable mortgage products from a panel of lenders.
• Prepare and submit mortgage applications to lenders.
• Liaise with lenders, solicitors, and estate agents throughout the application process.
• Provide ongoing communication and updates to clients.
• Achieve and exceed monthly sales targets.
• Actively participate in training programs and workshops to enhance your knowledge and expertise.
• Meet and exceed sales targets and objectives.

For this Trainee Mortgage Advisor or Trainee Mortgage Broker Role, you will require:

• CeMAP 1 (or equivalent) qualification is essential.
• Previous sales experience, preferably in a financial or customer service role.
• Clean credit history.
• Full UK driving licence.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.
• Ambitious and eager to learn and develop within the financial services industry.
• A positive and enthusiastic attitude

Salary and Benefits:

• Basic salary up to £25,000, including a car allowance with financial guarantees to £33,000 (pro-rata) for the first 6 months.
• Pension scheme.
• Life assurance.
• Generous commissions from 10% to 25%.
• OTE of £45,000 in year one - £65,000 thereafter

If you meet the requirements and are ready to embark on an exciting career journey as a Trainee Mortgage Advisor or Trainee Mortgage Broker, we want to hear from you! Apply now with your CV and cover letter outlining your suitability for the role.

Contact:

BDM Recruitment