Trainee Mortgage Advisor

Antony George Recruitment
11 Feb 2018
15 Feb 2018
Contract Type
Full Time
Trainee Mortgage Advisor

Are you interested in joining an award-winning firm with plenty of opportunities for personal development and lots of fun along the way? Find out a bit more about what we do and the vacancies we currently have.

Trainee Mortgage Advisor

Position: Trainee Mortgage Advisor

Location: Bath, Bath and North East Somerset

Salary: £20,000 basic with potential to increase. Plus bonus: on target earnings = £45,000+ (earnings are uncapped)

Benefits: Employee Pension Scheme, Permanent Health Insurance, Childcare Vouchers.

What you will expect:

Lots of quality enquiries
Full training including industry exams
An excellent level of sales and post-sales support
Award-winning technology
Unbeatable market knowledge and exclusive mortgage deals not available elsewhere
Credibility of the most quoted mortgage broker in the national press

What our client will expect:

Motivation and drive to succeed in a sales environment
Desire to provide the highest standard of advice and service to your clients
Eagerness to join and be a part of a dynamic, fast-growing company
The academic ability to pass challenging industry exams
Previous sales experience welcomed
Job Description

Purpose of the Role

To generate consistently a high level of quality activity from leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of our clients.

Principle Accountabilities

Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.

To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company's sales process.

To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the companies agreed performance standards.

To fully and properly document the call(s) so as to achieve or exceed the company's performance standards for case acceptance rates.

To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.

To work towards Mortgage & Protection Advisor status by achieving required monitored calls (as stated in T&C scheme) and obtaining full CeMAP (CeMAP 1,2 & 3).

To undertake any other task as required from time to time including administrative or sales related duties.

Minimum requirements

Hold a minimum of 5 GCSEs including English and Maths along with 2 A Levels or the equivalent. A Degree qualification is preferred, and some sales experience is desirable but neither are essential.

Are you looking to start a successful career in the financial services sector? If so this trainee mortgage position is the first step for you.

We look forward to receiving your CV

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