Trainee Mortgage Advisor
other jobs mbf.
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job description
Looking for more than just a mortgage role?
An ambitious and growing financial planning business is seeking a Trainee Mortgage Advisor to join its expanding team. This position offers a unique opportunity to learn from experienced advisers whilst developing towards a broader career in wealth management and financial planning.
Working with high-quality clients across business, sport and music, you’ll gain exposure to complex cases and receive structured support to develop your advisory career.
The RoleYou will support experienced Mortgage Advisers whilst learning every aspect of the mortgage and protection advice process.
Responsibilities• Supporting mortgage and protection advice delivery
• Assisting with fact-finding and client reviews
• Liaising with lenders and providers
• Managing mortgage applications from enquiry through to completion
• Maintaining accurate client records and documentation
• Building strong relationships with clients and professional contacts
• Developing technical knowledge of mortgages, protection and financial planning
Requirements• CeMAP qualified or working towards a mortgage qualification
• Experience within financial services, banking, mortgages or protection
• Strong communication and relationship-building skills
• Excellent organisational abilities and attention to detail
• Ambition to develop a long-term career within financial advice
• Comfortable using modern technology and CRM systems
Benefits• Salary from £35,000+
• Private Medical Insurance
• Pension & Death in Service benefits
• Study support and career development
• Flexible working arrangements
• Company share option scheme
• 25 days holiday plus bank holidays
This is an exceptional opportunity for someone looking to establish themselves within a highly respected financial planning firm and ultimately progress into broader wealth management and financial planning responsibilities.
Looking for more than just a mortgage role?
An ambitious and growing financial planning business is seeking a Trainee Mortgage Advisor to join its expanding team. This position offers a unique opportunity to learn from experienced advisers whilst developing towards a broader career in wealth management and financial planning.
Working with high-quality clients across business, sport and music, you’ll gain exposure to complex cases and receive structured support to develop your advisory career.
The RoleYou will support experienced Mortgage Advisers whilst learning every aspect of the mortgage and protection advice process.
Responsibilities• Supporting mortgage and protection advice delivery
• Assisting with fact-finding and client reviews
• Liaising with lenders and providers
• Managing mortgage applications from enquiry through to completion
• Maintaining accurate client records and documentation
• Building strong relationships with clients and professional contacts
• Developing technical knowledge of mortgages, protection and financial planning
Requirements• CeMAP qualified or working towards a mortgage qualification
• Experience within financial services, banking, mortgages or protection
• Strong communication and relationship-building skills
• Excellent organisational abilities and attention to detail
• Ambition to develop a long-term career within financial advice
• Comfortable using modern technology and CRM systems
Benefits• Salary from £35,000+
• Private Medical Insurance
• Pension & Death in Service benefits
• Study support and career development
• Flexible working arrangements
• Company share option scheme
• 25 days holiday plus bank holidays
This is an exceptional opportunity for someone looking to establish themselves within a highly respected financial planning firm and ultimately progress into broader wealth management and financial planning responsibilities.
Job number 3855706
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...