Trainee & Qualified Mortgage Advisor


Details:
  • Salary: £25,500 - 45,000 - Annum
  • Job Type: Permanent
  • Job Status: Full-Time
  • Salary Per: Annum
  • Location: Bolton Greater Manchester
  • Date: 1 week ago
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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