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We are looking for a full-time Trainee Mortgage Consultant to join our growing London office. To apply for this role, please send your CV and cover letter to recruitment@privatefinance.co.uk
About us
Private Finance is an independent mortgage advisor, providing expert advice and a high-quality service to discerning clients.
About the role
The Trainee Mortgage Consultant programme is tailored to each individual and their own progress.
There are three phases to the programme; initially, the emphasis is within providing support to an established Consultant(s). In phase 2, you will develop the support role further to incorporate research and solution presenting alongside obtaining your CeMap qualification, with the third phase progressing into your own client facing lead handling.
In phases 1, 2, and 3, your duties will consist of:
Phase 1:
- Assisting the brokers allocated to you
- Administration, progression, and case management
- Understanding and complying with regulatory requirements
Phase 2:
- Consultant support responsibilities to be maintained
- Completion of CeMAP 1, 2 & 3 qualification if not already obtained
- To demonstrate that you are able to source new mortgage enquiries and present solutions
Phase 3:
- Demonstrate by observation and personal handling that you are able to progress new business enquiries through to completion
- To achieve Key Performance Indicators (KPIs) of a CAS status Private Finance Mortgage Consultant
You will not yet have competent advisor status (CAS) and will be under direct supervision. Once this has been established, you will be able to graduate from the academy and achieve CAS status as a Consultant. You might be expected to continue to perform the duties contained within this job description even after achieving CAS to support the company where required.
Experience and qualifications
- Although some administrative experience would be preferred, full training will be given
- Excellent communication and customer service skills
- Excellent attention to detail
- Motivated and enthusiastic individual
What we offer
- Quarterly company-wide meetings and social events in London
- Opportunity for future career progression as a Broker
- Enhanced Maternity and Paternity leave (after qualifying period)
- Cycle to work scheme
- Death in Service cover
Salary – £25,000-£33,000
Hours – Full-time
Location – London
