Our client a well established wealth manager is now looking for a trainee Mortgage Adviser to join the growing team.
Job description
We provide financial advice, wealth management, fund management and ongoing service support for pensions, investments, life assurance, employee benefits and mortgages.
About the role:
You will be employed as a mortgage administration with the aim to becoming a mortgage adviser.
As a mortgage administrator you will be completing every administration aspect of the mortgage process from start to finish. This will include filling out mortgage applications, chasing lenders, getting agreement in principles and supporting mortgage brokers.
You will support the Mortgage Adviser with business submissions through to completion, liaising with customers, providers, estate agents and solicitors.
You will have a busy pipeline to assist with.
We are seeking someone with the following attributes:
Work ethic / Self motivated
Excellent attention to detail
Be able to prioritise
Great communication skills (written, verbal, digital, in-person and over the phone)
Confident manner
Analytical skills
Organisation and planning, and the ability to work under pressure
Be able to work as part of a team as well as independently
Experience of Trigold advantageous
Confident and proficient using computer systems (in depth knowledge of Microsoft Office programmes, in particular Microsoft Excel and Outlook required)
Confident working alongside senior staff
The relevant training will be provided on our internal systems and processes. There is the potential for development and progression for those who show an appetite.
In return the company will offer a competitive salary, full training to become a qualified mortgage adviser -CeMap - and support to help you excel in your role and progress in your career.