Employed Trainee Mortgage Advisor job in Guildford

The Specialists in Financial Services Recruitment

Job Details

Trainee Mortgage Advisor Trainee Adviser
Reference ID: 1312
  • Salary/OTESalary of £20,000 - £25,000 dependent on experience
  • Vacancy LocationGuildford
  • RemunerationEmployed
  • RegionSouth East
Job description

This Trainee Mortgage Advisor position enables you the opportunity to join a growing mortgage brokerage in Guildford. You will play a pivotal role in the expert maintenance and management of client accounts within the team. This role is to support their Director to free up their time, so they have more time to speak with the clients.

You will be initially undertaking mortgage administration duties whilst learning the ropes, to support your progression to become a Mortgage Advisor. Your duties will include;

  • Client research
  • Sourcing appropriate products
  • Liaising with lenders and solicitors
  • Clarifying criteria with all respective parties
  • Processing applications
  • Administrative duties
  • Answer incoming calls, responding to client and provider queries as appropriate

Trainee Mortgage Advisor Requirements

  • Ideally, you should have 1 years+ experience within a similar role, such as Mortgage Administrator or Trainee Mortgage Advisor
  • Experienced with all types of mortgages and liaising with lenders, underwriters, solicitors, estate agents
  • Need to be able to maintain accurate records using Office 365 programs and CRM
  • CeMAP or equivalent would be a bonus but not essential
  • Strong & clear communicator able to speak with clients at all levels
  • Organised problem solver who has excellent attention to details

Trainee Mortgage Advisor progression

This company would support you with progression from undertaking mortgage administration into a Mortgage Advisor position within 12-24 months in the role

The Company

This established business in Guildford has a supportive, friendly team spirit that enables everyone to be successful in their position. They enjoy regular meetings and social events to maintain their healthy camaraderie. The business has a loyal client bank of which they provide mortgage, protection, investment, and pension advice.

Trainee Mortgage Advisor Benefits

  • Salary of £20,000 - £25,000 dependent on experience 
  • Working hours of 9am – 5pm with 30 mins lunch – Monday to Friday
  • 20 days holiday plus bank holidays and enrolled onto company pension scheme
  • For the right individual, they would look at progression into advice and would support you to achieve this
  • Plans for sustained growth



Call us now on 0208 0044 154 or click Apply

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