Job Description

- Trainee Mortgage & Protection Adviser

The role

This is a fantastic opportunity for a Trainee Mortgage and Protection adviser to join the UK's most trustedmortgage advisers. You will learn and gain experience across all areas of a Mortgage & Protection Advisers role and work closely with senior management, adviser and admin teams to achieve defined learning objectives.
You will, however, begin your career working within various areas of the business to hone your knowledge of the mortgage industry. This will include working with:

The Lead Booking Team where you will be responsible for ensuring high quality client leads and appointments are booked with our team. The Case Management Team where you will be responsible to progressing client cases, guiding them through the process in a timely manner. Liaising with lenders and solicitors to achieve the optimum outcomes for the client.

The activities of the role will vary including;

Taking of new inbound/outbound enquiries from clients looking for mortgage advice, qualify the lead, capture details on company systems and book client in Servicing our existing client base and arranging appointments for their upcoming mortgage renewal Carry out a Fact Find and affordability checks with clients to establish circumstances and client requirements Oversee and manage the online lead booking system and produce important management data on lead sources and volumes Be responsible for driving improvements in lead booking conversions Research cases and make appropriate suggestions as to where a case could potentially be placed Working collaboratively with mortgage advisers to enable the most positive outcome for clients Referring our clients to partner businesses for various services (i.e. home mover services, estate agent, wills, wealth) Effective coordinating of Adviser diaries to ensure appointments targets are achieved Delivering a five-star service to all external and internal clients

You'll be a crucial part of the team because:

You have a passion for helping customers and an eagerness to learn new things is essential You have excellent communication skills You have the ability to prioritise and work to deadlines with high levels of autonomy You are capable of working in a fast paced and busy financial services environment You are a strong self-motivator with a keen eye for detail
Opportunity for career development in an ambitious and growing company

Over 25 days annual leave per year

Holiday purchase scheme

Flexible hybrid working

Company pension scheme

Company Health care scheme

Uncapped Bonus Structure

UK's most trusted adviser claim based on First Mortgage being ranked at number 1 in the UK "Mortgage Broker" category by TrustPilot*

Job Types: Full-time, Commission, Permanent

Pay: From 25,000.00 per year

Additional pay:

Bonus scheme Commission pay Performance bonus
Benefits:

Additional leave Company pension Health & wellbeing programme Private medical insurance Referral programme
Schedule:

Monday to Friday Weekend/Evening availability
License/Certification:

CeMap is not necessary but welcomed
Job Type: Full-time

Pay: From 25,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Work from home
Schedule:

Monday to Friday Weekend availability
Work Location: Hybrid remote in Gateshead NE11 9SL