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Trainee Mortgage Adviser

Burgh Recruitment Ltd
Job LocationLondon
EducationNot Mentioned
Salary£22,000 - £25,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Trainee Mortgage AdviserLocation - London, Kingsway and remote working Salary - £22,000 + monthly bonus - OTE £25,000 paHours - Full timeDue to significant business growth an opportunity has arisen to join a high-net-worth Mortgage & Financial Planning practice. This is a fantastic opportunity for a Graduate who wants to work directly with high-net-worth clients in a fast-growing business and develop a career into becoming either a Mortgage or Financial Adviser.Initially you will undertake all the administrative responsibilities of the role, and will be exposed to a wide range of interesting and varied mortgage cases for high-net-worth clients and introducers.As our Trainee Mortgage Adviser, you will have the opportunity to substantially increase your earning potential as you develop your knowledge and undertake more complex cases within the role.You will be following a comprehensive training programme that will take around three years to complete, and to enable you to achieve fully qualified Mortgage Adviser status. Highly successful Advisers can expect their earning potential to exceed £100,000 per annum.There is further career progression to become a Qualified Financial Adviser, supported by the Practice.This is initially a fully remote role however the successful candidate will be required to attend bi-weekly team meetings in Holborn, London.There will also be the requirement to work from the office in a hybrid working pattern in the future, when living within commuting distance to London will be essential.Trainee Mortgage Adviser key responsibilities include:

    • Liaise with Mortgage Brokers regarding new applications
    • Key new mortgage business applications
    • Obtain all relevant information and collate paperwork correctly and compliantly
    • Prepare client files
    • Submit applications for approval
    • Progressing client mortgage cases through to completion
    • Maintain regular contact with clients on key milestones in the process
    • Liaising with clients, Introducers and Lenders.
    • Maintaining compliant processes
    • Diary management of pipeline cases using 360 software
    • Answer incoming telephone calls
    • Obtain Google reviews
Do you
    • Enjoy working with people and have good people skills
    • Want to work with high-net-worth clients
    • Want a career in a Mortgage or Wealth Management Practice
    • Have a high level of personal responsibility to deliver high quality work under pressure
    • Have the desire for personal development and constant improvement
To apply for this role, you must be able to demonstrate:
    • Strong communication skills, both written and oral
    • Strong organisation and prioritising skills
    • High level of attention to detail
    • Lots of drive and ambition
    • Resourcefulness and a can-do attitude
    • A professional, friendly, and approachable manner to clients and colleagues
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management inexcess of £168bn. This business Is well established and highly successful.Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green apply to this job at the bottom of the application page. Once your application iscompleted, you will receive a confirmation email from Burgh Recruitment.

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