Trainee Mortgage Adviser - London, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Trainee Mortgage Adviser

Location - London, Kingsway and remote working

Salary - £22,000 + monthly bonus - OTE £25,000 pa

Hours - Full time
Due 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.

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:

Obtain all relevant information and collate paperwork correctly and compliantly
Prepare client files
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 highnetworth 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?
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 cando 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 in excess of £168bn. This business Is well established and highly successful.