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Trainee Mortgage Advisor

  • Posted By: Darnell International
  • Address:
  • Contact: 0870 768 0000
  • Date Posted: 24th Nov 2008
  • Salary: 17 000-22 000
  • Location: Edinburgh
  • Reference Code: 2585jp
  • Views Since Posting: 33
  • Full Description:

    With the Mortgage Industry fast becoming the biggest growing sector within the Financial Service the demand for the role of the Mortgage Advisor as become much needed.

    This fast paced industry with all it's benefits and huge earning potential has become a career defining job role leading to financial independence and job satisfaction.

    Description
    The ideal candidate will be expected to adhere with FSA regulations and will be responsible for advising on both savings and investments as well as generating new business. A progressive establishment, the company offers employees strong career prospects and a generous branch bonus package.

    Purpose
    To achieve agreed business targets within all regulatory requirements. To work and liaise with staff to maximise mortgages and other product's sales opportunities. Other products: life / critical illness / income protection / general insurance / legal services.

    Key Objectives
    • To ensure that all appointments are conducted inline with policy, and they operate
    within the various regulatory guidelines
    • To achieve agreed targets for initial appointments and ratio of sales per appointment
    • To provide a quality service to clients
    • Ensure all appointments are progressed as necessary
    • To embrace technology and process changes in order to improve profitability and customer service

    Preferable skills:

    • Excellent communication skills particularly on the telephone
    • Motivated & Performance Driven
    • Strong Work Ethic
    • Value Customer Service
    • Strong Team Player

    • Adhere to FSA Regulations


    In return for the above you will be given a constant supply of mortgage leads, full administration support and a streamlined sales process coupled with uncapped earnings potential.

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