Trainee Mortgage and Protection Adviser

Integrity Resource Solutions ,
London, Greater London
Job Type: Full-time
Salary: £25,000 per annum

Overview

My client based in the Central London, (close to Liverpool Street and Bank Stations), is a successful Mortgage and Financial Services brokerage, founded in 2001, employing 49 Financial Advisers and support administrators. My client is currently expanding and is seeking to appoint a Trainee Mortgage and Protection Adviser, who will complement to their existing team and contribute to the company success. In return, my client will offer full training, a positive work environment, career progression and will recognise and reward excellent performance. Successful candidates must be eligible to work in the UK and must be able to satisfy the FCA’s PFA appointment criteria. The role of the Trainee Mortgage and Protection Adviser will involve working on: - Working direct to a highly successful Partner to support them in expanding their mortgage and protection client bank and maximising sales activity You will be trained in all aspects of regulated mortgage advice, protection assurance and general insurance to ensure that you are able to deliver client focused solutions and submit and issue compliant and quality business After full training, you will be expected to assess client needs, identify/ source appropriate mortgage and protection products, collate information and make recommendations The post holder will learn all aspects of the role by shadowing the Partner and his team of mortg a ge brokers/support administrators, through self-study of lender criteria and technical product terms, attending external technical and sales skills development courses and through structured performance management CeMap 1, 2 and 3 study support will be provided. The ideal candidate for the Trainee Mortgage and Protection Adviser position must have: - Excellent telephone and written communication skills Ability to quickly establish and develop client relationships Ability to identify client needs, assimilate product information and give relevant and compliant advice to clients IT skills (Inc. Windows, Outlook and Excel) High level of numeracy Responsive to demands of a client focused environment Self-starter, able to work to deadlines and without close supervision Willingness to learn on job and to develop within the role. The successful applicant for the Trainee Mortgage and Protection Adviser role will enjoy a great package with the following benefits £25,000 plus commission bonus structure after completion of 12 month Induction Programme (OTE earnings post Induction Programme year 1 £45K, Year 2 £65K, Year 3 £75K plus) Pension scheme Life assurance and critical illness cover. Qualifications/ Experience Graduate (any discipline) Must have a minimum of 12-18 months post-graduation work experience. Still interested If you would like to be considered for the Trainee Mortgage and Protection Adviser position please apply now to be considered. Forward me a copy of your CV for immediate short-listing.