Trainee Mortgage Advisor

Pin Point Recruitment
Newcastle upon Tyne
09 May 2017
08 Jun 2017
Contract Type
Full Time

Trainee Mortgage Advisor

Pin Point Recruitment are working on behalf of a well-established Mortgage Broker based within the City Centre who are actively recruiting Trainee Mortgage Advisors. These positions are a great opportunity for anyone considering a career within the financial sector. Our client offer market leading training to gain the CeMap qualification.

Following training you will be responsible for providing advice across a wide range of Mortgages, Protection and Insurances products.


  • Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
  • 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.
  • Exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the company's agreed performance standards
  • Fully and properly document the calls to achieve or exceed the company`s performance standards for case acceptance rates.
  • Provide the service and care to the company`s customers such that builds relationships, trust and confidence and contains customer complaints.
  • Follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the products previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
  • Complete all required administration in a timely and accurate manner
  • Work towards Mortgage & Protection Adviser status by achieving required monitored calls and obtaining full CeMAP (CeMAP 1,2 & 3).

Salary: £20,000 basic salary + uncapped bonus