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Trainee Mortgage Advisor

THE OPENWORK PARTNERSHIP
Posted 2 days ago, valid for 22 days
Location

Taunton, Somerset TA4 1BY, England

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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  • This job opportunity is for a Trainee Mortgage Advisor based in Taunton, offering the flexibility to work remotely with occasional office visits.
  • Candidates are required to have a CEMAP or CII qualification, while no prior advising experience is necessary, though experience in a customer-facing or sales role is preferred.
  • The role involves engaging with clients, providing mortgage and protection advice, and staying updated on industry regulations.
  • The position is self-employed with a commission structure that allows for earnings based on performance, reaching up to an 80% commission split.
  • While the salary is commission-based, the firm provides ongoing support, training, and leads to facilitate success in the finance industry.

Are you ready to kickstart your career in Mortgage Advice?

If you have the qualifications, we have the firm to help you become a professional adviser. Providing you with ongoing support, training and development as well as ongoing access to leads to propel you towards success, whilst allowing you to work remotely with some visits to the office.

We are seeking a motivated individual to join a reputable firm as a Trainee Mortgage Advisor for a firm based in Taunton, but with the ability to work on a hybrid or largely remote basis. This role offers an excellent opportunity to develop your skills and knowledge in the finance industry, working alongside experienced professionals. You will be offering advice on mortgages and protection, completing fact finds and putting together bespoke recommendations to meet the needs of the clients.??

Roles & responsibilities of a Trainee Mortgage Advisor:

  • Engage with new and existing clients to complete fact finds and collate documents.

  • Provide advice and recommendation on Mortgage and Protection products.

  • Stay up to date on industry regulations and product knowledge

Qualifications and requirements for a Trainee Mortgage Advisor:

  • CEMAP or CII Qualification: Essential for providing expert mortgage advice.

  • No Advising experience necessary: Preferable to have been in a customer facing or sales role previously.

  • Self-Motivated: A driven individual eager to excel in the field of finance.?

Benefits as a Trainee Mortgage Advisor:

  • Market leading proposition:Advising on whole-of-market 1st charge mortgage products and a wide panel for protection as part of The Openwork Partnership.

  • Leads Available: High quality proven leads available to help you get started and continue to success.

  • No Targets: With no micromanagement or targets you set the pace.

  • Flexibility:Work from any location across the South or West England with access to the Taunton head office.

  • Career Growth:Access to a variety of training materials and support to help you progress.

  • Supportive Environment:Collaborative team culture focused on professional development.

  • Regular Team meetings: Held monthly at offices in Taunton.

  • Employment Type:Self-employed with a commission split allowing you the flexibility to work around your life.

  • Rewarding Commission Structure:Earn based on your performance and client satisfaction, with a tiered structure to reach a commission split of 80%.

If you are enthusiastic about finance, possess the necessary qualifications, and are eager to grow your career in mortgage advice, we want to hear from you.??

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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.