Trainee & Qualified Mortgage Advisor

Company:  CV-Library
Location: Bolton
Closing Date: 26/11/2024
Salary: £25,500 - £45,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Do you have strong sales experience working with financial services? Are you looking to take your career to the next level and become a qualified mortgage advisor and don't know where to start? If so, we have the perfect opportunity for you! At Stride Recruitment, we are thrilled to collaborate with an award-winning and well-established Specialist Mortgage brokerage. Our client is seeking experienced 1st Charge or 2nd Charge Mortgage & Protection Advisors and Trainee Mortgage Advisors to join their dynamic, exciting, and continuously expanding team. The ideal candidate should possess a minimum of 1 year of experience working in sales within a financial services role and hold a CeMAP qualification or working towards it. Location: Bolton Salary: £25,500 - OTE £35K - £45K + What they offer: * Full CeMAP training provided and paid for * Competitive salary and performance-based commission * Leads provided * Admin support * Full office-based, possible hybrid working * Comprehensive benefits package * 25 days of holiday rising each year plus bank holidays * Ongoing training and development opportunities * Career progression - into different products * Supportive, friendly, and collaborative team environment * Birthday off * Free Parking * Medical cover & health care Key Responsibilities: * Guide clients through the mortgage application process, offering expert advice on suitable mortgage options. * Assess clients' protection needs and recommend comprehensive solutions, including life insurance, critical illness coverage, and income protection. * Conduct thorough consultations to understand clients' financial goals and preferences. * Collaborate with lenders, underwriters, and legal professionals to facilitate smooth mortgage transactions. * Stay informed about market trends, mortgage products, and insurance offerings to provide up-to-date advice. * Ensure compliance with relevant financial regulations and internal policies. Qualifications: * Bachelor's degree in Finance, Business, or a related field. * Mortgage advisory qualification - Full CeMAP ( desired but not essential ) * Proven experience in mortgage advising and protection planning. Skills: * Strong knowledge of mortgage products, regulations, and market trends. * Excellent communication and interpersonal skills. * Analytical mindset with the ability to assess client needs. * Detail-oriented with strong organisational and time management skills. * Proficient in relevant software and tools for mortgage applications. * Proven experience in sales, preferably in financial services or related fields. * Self-motivated with a drive to achieve and exceed targets. How to Apply: To find out more please apply to Rachel Pollock
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