Trainee Mortgage Advisor - Ipswich based

Trainee Mortgage Advisor

Do you want to work for a friendly, busy and professional mortgage broker that offers a great working environment and the opportunity to compete your CeMAP qualifications, great training and the opportunity to progress your career within financial services? If so, I have a great opportunity to join a vibrant and proactive organisation surrounded by a supportive team based out of their offices in Ipswich

Responsibilities:

• Liaising with clients, lenders, solicitors and introducers over the phone and via email correspondence.
• Managing a case load of new business applications through to completion.
• Chasing clients and lenders for key documentation and information.
• Uploading and processing applications onto the lender portals.
• Updating accurately the CRM system.
• Adhering to FCA compliance and regulations.
• Building strong client relationships with clients and lenders.
• Ensuring loan applications are processes effectively and within the agreed deadlines.
• Keeping clients up to date with the progress of their application.

The right candidate will have the following skills and experience to apply:

• Great communication and organisation skills with the ability to build strong business relationships.
• Proven administration background ideally within mortgages or within a FCA regulated environment.
• Strong IT skills
• CeMAP qualified or equivalent or happy to start taking the qualifications.
• Personable, team player with a can do attitude.
• Dedication to providing outstanding service and support to clients.
• Ability to prioritise your own workload and meet deadlines.
• Great attention to detail.
• Experience in property preferred but not essential