Trainee Mortgage Advisor

Job reference
Bath, Somerset, United Kingdom
Start date
To be arranged
Mortgage jobs / Other jobs
Contract type(s)
Full time
Date posted

Mortgage Advisors


Are you interested in joining an award winning company with plenty of opportunities for personal development and lots of fun along the way? Find out a bit more about what we do and the vacancies we currently have.


Mortgage Advisors


Position: Trainee Mortgage & Protection Advisor


Location: Bath, South West


Salary: £20,000 basic with potential to increase. Plus bonus: on target earnings = £45,000+ (earnings are uncapped)


Benefits: Employee Pension Scheme, Permanent Health Insurance, Childcare Vouchers.


What you will expect from our client:

  • Lots of quality enquiries
  • Full training including industry exams
  • An excellent level of sales and post-sales support
  • Award-winning technology
  • Unbeatable market knowledge and exclusive mortgage deals not available elsewhere
  • Credibility of the most quoted mortgage broker in the national press

What our client expects from you:

  • Motivation and drive to succeed in a sales environment
  • Desire to provide the highest standard of advice and service to your clients
  • Eagerness to join and be a part of a dynamic, fast-growing company
  • The academic ability to pass challenging industry exams
  • Previous sales experience welcomed

Job Description


Purpose of the Role


To generate consistently a high level of quality activity from leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of our clients.


Principle Accountabilities

  • Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
  • To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company's sales process.
  • To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the companies agreed performance standards.
  • To fully and properly document the call(s) so as to achieve or exceed the company's performance standards for case acceptance rates.
  • To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
  • To work towards Mortgage & Protection Adviser status by achieving required monitored calls (as stated in T&C scheme) and obtaining full CeMAP (CeMAP 1,2 & 3).
  • To undertake any other task as required from time to time including administrative or sales related duties.

Minimum requirements


Hold a minimum of 5 GCSEs including English and Maths along with 2 A Levels or the equivalent. A Degree qualification is preferred and some sales experience is desirable but neither are essential.


We look forward to receiving your CV.


Antony George Recruitment
Antony George Recruitment
01268 669 313