Trainee Mortgage & Protection Adviser

Blue Octopus Recruitment Ltd
Milton Keynes
08 Mar 2018
17 Mar 2018
Contract Type
Full Time

Trainee Mortgage & Protection Adviser BLUT60905
Milton Keynes
Department: Sales
Closing Date – 30th March

Up to £30,000 basic + bonus OTE £50,000

Are you interested in pursuing a career in the financial services industry where you’ll be fully trained to become a financial adviser that specialises in mortgages and protection?

This is a fantastic opportunity to be join an innovate and exciting new team being developed with a commitment to be the number one adviser in the Mortgage Business in the UK.

Are you ready for a challenge and the rewards that come with success whilst being provided with an industry leading training programme and trainers? If so, we want to talk to you, this could be the opportunity of a lifetime.

Benefits of the Role
This is a demanding role. You will be expected to work hard but, if you’re up for that, there are lots of benefits.

You will be trained and certified. As part of this role, we will support you through all of the training required to become a fully certified and chartered insurance institute financial adviser specialising in mortgage and protection.

You will learn the art and science of persuasion. As well as professional qualifications, you will learn about Neuro Linguistic Programming, Pitching, Framing, Negotiation, Influence and much more. All of these skills will equip you to be the best in the marketplace.

You will learn constantly. This is a career that will constantly develop. You’ll learn something new and relish new challenges every day.

You will be passionate about your work. This is a career in which you will need to utilise Emotional Intelligence. You need to be authentic and have the desire and passion to look after your customers as the work you do will impact their lives.

You can realise your full potential. Our strategy is to achieve rapid growth of the organisation, top performers will have numerous opportunities to advance.

Requirements for this Position
We pride ourselves on diversity and inclusion and are looking for candidates with a range of experience and skills, however there are a few non-negotiable traits that any successful candidate will possess:

You will have experience working in a sales call centre environment. Our roles will require you to provide advice to our customers on the telephone every day.

You will have a competitive spirit You will have a track record of success and will be able to demonstrate and explain how your success has been achieved.

You will be ambitious. You will demonstrate tenacity to succeed and will not settle for second best.

You will be Intellectually and Emotionally Intelligent. Financial advisers help people to make the biggest financial decisions of their lives. You will need the skills to understand what your clients need and what affect different advice will have on them and their futures.

You will be hardworking. You will demonstrate the passion and desire to apply yourself to your career you will take the initiative to complete all of the challenges set before you.

You will be resilient. It is a fact that part of a sales role is facing rejection from clients. You must be able to continue through any adversities that the role provides without letting them deter you from moving forward.

Position Responsibilities
There are many different facets to this job role which you will have to manage and transition between as needed.

• You will be talking to clients daily and asking a range of questions, to fully understand their current and future financial needs.

• You will research the most suitable mortgage and protection products by accessing the best mortgage and protection sourcing systems across the whole market.

• You will provide creative advice and produce clear concise and accurate recommendations for your customers.

• You will be required to complete all required administration in a timely and accurate manner.

• You will build and manage long term sustainable relationships with your customers and build your reputation as their trusted advisor placing you at the forefront of their minds when it comes to servicing the mortgage and protection needs of their family and friends.

This is a Blue Octopus Recruitment Ltd vacancy who are operating as an employment agency. Once you have clicked to apply for this vacancy, we will then send you more information on the role including a copy of the application form via email.

This job was originally posted as

Similar jobs

Similar jobs