Trainee Mortgage Advisor – Harold Wood

 

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

 

Location: Harold Wood

 

Salary: Basic up to £22,000 with financial guarantees inclusive of car allowance equating to £31,000 for the first 5 months, OTE £45,000 in year 1, £75,000 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 Harold Wood. 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 or Mortgage Broker. 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 in Harold Wood, 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 in Harold Wood, 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 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 £22,000, with financial guarantees to £31,000 (pro-rata) for the first 5 months, including a car allowance.
  • Pension scheme.
  • Life assurance.
  • Generous commissions from 10% to 25%.
  • OTE of £45,000 in year one – £75,000 thereafter

 

 

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

 

Contact:

BDM Recruitment

📞 Call: 0203 834 9786

✉️ Email: bm@bdmrecruitment.co.uk

Register Here

 

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