Trainee Mortgage Advisers - Colchester

Coast Specialist Recruitment
18 May 2017
17 Jun 2017
Contract Type
Full Time

An award winning company that offers expert mortgage & insurance advice, has an opportunity for a number of Trainee Mortgage Advisers for the office in Colchester.

You will start off in the telesales team handling incoming enquiries for applicants needing an appointment with an experienced Mortgage Adviser.

The ideal candidates will have customer service experience, ideally on the telephone. Experience in the mortgage or protection sector isn’t necessary as full training will be provided.

As Trainee Adviser, you will generate consistently a high level of quality activity from leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of clients.

Main Duties:

  • 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
  • To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the company's agreed performance standards
  • To fully and properly document the call(s) so as to achieve or exceed the company’s performance standards
  • To provide the service and care to the company’s customers such that builds relationships, trust and confidence and contains customer complaints.
  • To complete all required administration in a timely and accurate manner
  • To work towards Mortgage & Protection Adviser status by achieving required monitored calls and obtaining full CeMAP.


  • 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 role is paying a basic salary of ££!7,500-20,000 per annum + bonus, with first year OTE of £25-27,000 and second year OTE of £40,000 pa.

If you would like to apply for this vacancy, please contact Natasha Nicholls