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Trainee Financial Adviser Milton Keynes £24,000 - £35,000 basic whilst in training for first 12 months Leads provided. Are you an aspiring Financial Adviser who is passionate about the Financial Services Industry and would like to develop as part of a flourishing and exciting firm? If you'd like an employed role in which you can start without prior experience and gain your qualifications (if you haven't already), this could be the role for you. You will have access to industry leading training and support to develop from an administrative position, in which you learn processes and systems whilst you study towards your qualifications, to shadow the Principal and become more customer facing as you grow in confidence and become more proficient. After approximately 12-18 months, you will benefit from further training and career development to enhance your skills and continue your journey from being a Trainee Adviser into a fully-fledged, proficient expert Financial Adviser. The firm is well established, growing and has an outstanding reputation in the market. They offer a positive working culture, with leads provided and continued support from the business to enable you to build up your skills and confidence. This is an office-based role, dealing with clients face to face and virtually. As an adviser, you will benefit from having access to a comprehensive administrative support service and will be part of a top performing team with a true focus on quality and great customer outcomes. Duties initially as part of the support team: Initially carrying out an administrative role, supporting advisers with their administrative requirements. Maintaining robust and accurate records on the internal CRM. Undertake basic fact find activities. Identify new business opportunities from existing client bank and previous advice opportunities, together with other available sources. Liaise with advisers, clients and finance providers to implement recommended advice. Prepare presentation pack including collating all relevant and appropriate forms, reports, additional documents and brochures using the appropriate checklists. Undertake research to identify suitable solutions to meet the clients' needs. Monitor and maintain client assets on Platform. Ensure all compliance paperwork is on file and in order. Monitor progress of new business cases and respond to queries or requests for further information. Key duties as you develop into an advice role: Fulfilling ongoing servicing requirements to existing clients, carrying out reviews relating to pensions and investments. Carrying out remote meetings and establishing client requirements. Liaising effectively with the administrative team to ensure all paperwork is completed and records are up to date. Delivering an excellent level of service on all financial advice, and working with clients to achieve excellent customer outcomes. Ascertaining the future financial planning needs of clients. Keeping up to date with all industry knowledge and market developments. Partaking in ongoing training and CPD. Obtaining client referrals and growing the client base to enable future development. Meeting all regulatory requirements and working in line with FCA and industry standards. This is a role that rarely arises in the industry, for an exceptional firm who are supported by an award-winning network. You will have access to a competitive bonus scheme, continual career development and progression opportunities, and will have access to leads from day-one of your Financial Adviser journey to facilitate your personal advancement, from Trainee Financial Adviser, to an accomplished and highly regarded industry expert. If you want to be a part of the exciting evolution of this business, get in touch and don't delay. Send your CV in application or get in touch for more information. Synonyms: Mortgage Adviser, Mortgage and Protection Adviser, Financial Adviser, Financial Advice, Insurance Adviser, Financial Services, Business Development, Mortgages, Wealth Advice, Pensions, Investment
Fast Track Mortgage Adviser Academy offering what we believe is the UK's best opportunity to commence a long-term career in Financial Services becoming a full time, employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers with home based working after the first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser. (Home based once the first 16 weeks of training at our offices is completed) Basis: Full time, permanent, employed role. (16 Positions available) Location: Initially office based for the first 16 weeks of training at our Academy Centre in either Peterborough or Milton Keynes but once qualified the role becomes home based. As a prerequisite for the role you will need to ensure that you are based and living within a 1-hour commute of Peterborough or Milton Keynes to allow commuting during the initial 16 weeks of training and you must have use of your own car to be able to get to our training centers during this period. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and who are educated to at least A level or equivalent standard, with a demonstrable track record in customer service and sales. Graduates with limited workplace experience will also be considered. Rewards: Starting basic salary of £25,000 during the training phase, which is expected to take 16 weeks. Post training salary: Once your training is complete, monthly commission and bonuses will kick in and you should see realistic earnings in the first full year as a Mortgage Adviser of £50K OTE as well as outstanding benefits and a graded promotional tiers package. CeMAP qualification support: Full financial support provided to gain the CF1 & CF6 CeMAP Mortgage Adviser qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16 week training period the working hours will be 9.30AM-5.00PM Monday to Friday, (You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered) Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of 22/07/2024 for 16 weeks training full time Monday -Friday based in Peterborough or 29/07/2024 based in Milton Keynes. Connells Group Mortgage Centre (GMC) - Part of Connells Group: As the UK's Largest property group, with a network of over 1,200 branches nationwide, Connells Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, and auctions. Trainee Mortgage Adviser Academy: As a home based Mortgage and Protection Adviser at GMC we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in financial services as a fully CeMAP qualified Mortgage Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. You will also have a strong track record in mortgage and protection sales. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: Educated to A level or equivalent standard as a minimum. Bachelor's degree is preferable but not essential. A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Permanent full-time role with fantastic earning potential. Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Subject to (T&C's) Apply Today and take your first step to becoming a CeMAP qualified Mortgage Adviser by simply clicking APPLY NOW or if you have any questions then feel free to call our Academy recruitment hotline on 01525-868166 for more information! Please be aware that 16 weeks of office-based training based in either Peterborough or Milton Keynes is mandatory for all applicants!
Job Description Taylors Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Milton Keynes. OTE £40,000 - £80,000 (Dependent on Experience) We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor.. Competitive Salary OTE £40,000 - £80,000 (Dependent on Experience) Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services are part of the Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. MS00875
Job Description We are looking for a Qualified Trainee Mortgage and Protection Advisor to join us in Stony Stratford working in our well known Taylors Estate Agency. OTE £40,000 - £80,000 Dependent on Experience We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Mortgage and Protection Advisor.. Competitive Salary OTE £40,000 - £80,000 Dependent on Experience Superb training and development programme with career progression opportunities Uncapped commission Leads generated from our colleagues in Estate Agency. Quality and Loyalty Bonus Group Discounts on Property Services. Main responsibilities of a Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving licence and access to your own vehicle. Countrywide Mortgage Services are part of the Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. MS00873