Do you have strong sales experience working with financial services? Are you looking to take your career to the next level and become a qualified mortgage advisor and don't know where to start? If so, we have the perfect opportunity for you!
At Stride Recruitment, we are thrilled to collaborate with an award-winning and well-established Specialist Mortgage brokerage. Our client is seeking experienced 1st Charge or 2nd Charge Mortgage & Protection Advisors and Trainee Mortgage Advisors to join their dynamic, exciting, and continuously expanding team.
The ideal candidate should possess a minimum of 1 year of experience working in sales within a financial services role and hold a CeMAP qualification or working towards it.
Location: Bolton
Salary: £25,500 - OTE £35K - £45K +
What they offer:
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Full CeMAP training provided and paid for
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Competitive salary and performance-based commission
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Leads provided
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Admin support
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Full office-based, possible hybrid working
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Comprehensive benefits package
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25 days of holiday rising each year plus bank holidays
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Ongoing training and development opportunities
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Career progression - into different products
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Supportive, friendly, and collaborative team environment
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Birthday off
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Free Parking
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Medical cover & health care
Key Responsibilities:
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Guide clients through the mortgage application process, offering expert advice on suitable mortgage options.
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Assess clients' protection needs and recommend comprehensive solutions, including life insurance, critical illness coverage, and income protection.
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Conduct thorough consultations to understand clients' financial goals and preferences.
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Collaborate with lenders, underwriters, and legal professionals to facilitate smooth mortgage transactions.
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Stay informed about market trends, mortgage products, and insurance offerings to provide up-to-date advice.
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Ensure compliance with relevant financial regulations and internal policies.
Qualifications:
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Bachelor's degree in Finance, Business, or a related field.
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Mortgage advisory qualification - Full CeMAP ( desired but not essential )
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Proven experience in mortgage advising and protection planning.
Skills:
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Strong knowledge of mortgage products, regulations, and market trends.
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Excellent communication and interpersonal skills.
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Analytical mindset with the ability to assess client needs.
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Detail-oriented with strong organisational and time management skills.
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Proficient in relevant software and tools for mortgage applications.
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Proven experience in sales, preferably in financial services or related fields.
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Self-motivated with a drive to achieve and exceed targets.
How to Apply:
To find out more please apply to Rachel Pollock