Trainee Mortgage Advisor

Posted 4 September by BPM Tech

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Trainee Mortgage Advisor - Become qualified with 2 years! August start

Location - Wakefield for 2 years while training and gaining CeMap qualifications, after training the role will become completely remote

Salary

Year 1 -£20,700 6 months gurantee commsion of 3k Base commsion in the first year will be aroud 8-12K.

Year 2 - £25,700 Base commsion £10-15k.

Once qualified your salay will be £35k basic + £35k commsion.

Benefits

  • 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation).
  • Contributory workplace pension.
  • 24 hour Wellbeing Employee Assistance Programme
  • Death in service cover.
  • Access to discounts platform, Perks at Work.
  • Access to self-funded Health Care plan.
  • Discounted medical assessment Health Screening.
  • Discount on Nuffield Gym Membership.
  • Discounts on estate agency, mortgage and surveying services.
  • Salary Sacrifice Personal Car Leasing Scheme available.

This role offers the opportunity of a long term career in Financial Services working as a fully CeMAP qualified Mortgage

  • Overtime which is regularly available and paid at £150 per day plus commission.

  • CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam entry costs paid for by us.

  • Working hours: Working a 4 week rotating rota including early and late starts, working every other weekend is required.

    My client is the UK’S leading New Homes Specialist and as a Trainee Mortgage Adviser you will be working for the UK'S leading new homes Mortgage Provider.

    This is an outstanding opportunity which offers both long term career prospects and the opportunity to earn a substantial salary and benefits package.

    Your role as first point of contact for their customers, needless to say this is an important and integral part of the organisation, responsible for managing their customer’s first impressions, it’s fair to say you will find no two days are the same, and the experience gained will be invaluable to you once you become a Mortgage Adviser.

    During your 24 month training period, you will be responsible for making and receiving calls to customers referred by national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with a specialist Mortgage Advisers.

    Required Knowledge, skills and qualifications:

    • A strong desire to work within the Financial Services Industry, particularly within mortgages and protection.
    • A strong track record in customer service and sales.
    • Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
    • Organised, and adopts a disciplined and structured approach to work.
    • Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.
    • You must have a full driving license and use of your own vehicle to be able to get to and from wakefield offices as required.

If you are interested in this fantastic opportunity please send through your CV and I will call you back to discuss this role further.

Required skills

  • Customer Service
  • Financial Services
  • Sales

Application questions

Do you have a driving license and a car?
would you be happy working every other weekend in return for days off in the week?
Do you have experience in sales/financial services/ customer service?
are you happy to work in Wakefield?

Reference: 53075358

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