Trainee & Qualified Mortgage Advisor

Details of the offer

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


Nominal Salary: To be agreed

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