Trainee Mortgage Advisor

Recruiter
Pin Point Recruitment
Location
Newcastle upon Tyne
Salary
20000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Sector
Retail
Contract Type
Permanent
Hours
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.

Duties:

  • 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