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Trainee Mortgage Advisor

Posted 10/09/2021
£18,000 - £20,000 per annum
Sheffield
Full time


Trainee Mortgage Advisor 
Sheffield or Remote
£18,000 - £20,000 per annum

An energetic, confident, articulate, graduate looking for their first step into the working world or someone wanting to forge their new career?? 
Want to make the first step into a career that can see excellent career and personal progression??
Are you looking to work in a busy, fast paced environment??

An excellent opportunity has arisen for a Trainee Mortgage Advisor to join a forward-thinking, reputable, award-winning Mortgage brokers - remote working or in the office.

This opportunity will see the successful applicant working in a very friendly working environment, with huge personal and career development opportunities. This is an ideal role for recent graduates or those looking to forge a new career.

IDEALLY YOU WILL HAVE EXPERIENCE IN MORTGAGES BANKING/LETTINGS/LEGAL*


*APPLICANTS MUST BE ABLE TO RELIABLY TRAVEL TO SHEFFIELD FOR 4 WEEK TRAINING COURSE*

How will you be trained?
The time it takes before you start advising customers largely depends on your own appetite and progression speed. Studying for CeMAP is often the speed limiter, with an overarching regulatory maximum time of 12 months.
For any Trainee Adviser no matter experience, the first section of training always begins with the Frontline Team.
Within this team you would learn the in's and out'' of Shared Ownership, the rules of the tenure, how the affordability works etc and crucially the interdependence of Shared Owner rules and Mortgage Affordability, criteria.
The Frontline Team as the name suggests are the first point of contact for any Shared Ownership affordability assessment. The team look after all new Shared Ownership buyers ensuring affordability and eligibility are met before reaching the Mortgage Advisor.
After your time on the Frontline Team, you'll return to classroom style training for a further few weeks. These lessons will see a focus on the fundamentals of mortgage advice.
Following the classroom period, you'll then begin advising your own customers, under supervision. Before finally gaining the goal of 'Competent Status'.

Duties: 
o    Be a first point of personal contact for the customer.
o    Talk to new enquirers to clarify and qualify their financial status.
o    Gather essential information and to establish the needs of these enquirers. 
o    Conduct Homes England affordability checks on behalf of Housing Associations.  
o    Liaise with customers to help build a rapport between the company and the customer.

The successful candidate…
Essential:
"    Ability to remain focused in an SLA driven environment.
"    Organisation skills second to none.
"    Great customer skills.
"    Empathy and a huge desire to help First Time Buyers.
"    Attention to detail and care, focus on 'right first time'.

Desirable:
"    Experience in the mortgage, housing, or a similar sector.

What they are offering:
"    Monday to Friday - 9:00am to 5:30pm.
"    Permanent.
"    SalarY- £18,200 - 20K Starting salary role up to £25,000 basic once 'Competent Status' is achieved.
"    Hugely attractive bonus scheme designed by current advisors, up to £70,000 OTE.
"    Company pension.
"    Office based, remote or hybrid working.
"    Excellent opportunities to progress through the company hierarchy.
"    Tech and Admin systems designed to allow the Adviser to focus on Advice quality rather than paperwork.



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