Trainee & Qualified Mortgage Advisor

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:

• Full CeMAP training provided and paid for
• Competitive salary and performance-based commission
• Leads provided
• Admin support
• Full office-based, possible hybrid working
• Comprehensive benefits package
• 25 days of holiday rising each year plus bank holidays
• Ongoing training and development opportunities
• Career progression - into different products
• Supportive, friendly, and collaborative team environment
• Birthday off
• Free Parking
• Medical cover & health care

Key Responsibilities:

• Guide clients through the mortgage application process, offering expert advice on suitable mortgage options.
• Assess clients' protection needs and recommend comprehensive solutions, including life insurance, critical illness coverage, and income protection.
• Conduct thorough consultations to understand clients' financial goals and preferences.
• Collaborate with lenders, underwriters, and legal professionals to facilitate smooth mortgage transactions.
• Stay informed about market trends, mortgage products, and insurance offerings to provide up-to-date advice.
• Ensure compliance with relevant financial regulations and internal policies.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• Mortgage advisory qualification - Full CeMAP ( desired but not essential )
• Proven experience in mortgage advising and protection planning.

Skills:

• Strong knowledge of mortgage products, regulations, and market trends.
• Excellent communication and interpersonal skills.
• Analytical mindset with the ability to assess client needs.
• Detail-oriented with strong organisational and time management skills.
• Proficient in relevant software and tools for mortgage applications.
• Proven experience in sales, preferably in financial services or related fields.
• Self-motivated with a drive to achieve and exceed targets.

How to Apply:

To find out more please apply to Rachel Pollock.