Trainee Mortgage & Protection Associate/Adviser (Bath)
Are you a Personal Banker, Recruitment Consulant or Sales Person looking to progress your career as a Trainee Mortgage Adviser? If so we have a fantastic opportunity for you to work for one of the Premier Mortgage Brokers in the UK.
We have a great opportunity to gain your CeMAP qualification whilst training towards become a Mortgage & Protection Associate/Adviser.
Purpose of the role
To generate consistently a high level of quality activity from company's leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of the clients.
Principle Accountabilities
Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company's sales Process.
To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the companies agreed performance standards
To fully and properly document the call(s) so as to achieve or exceed the company's performance standards for case acceptance rates.
To provide the service and care to the company's customers such that builds relationships, trust and confidence and contains customer complaints.
To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
To complete all required administration in a timely and accurate manner and operate at all times in accordance with the company's T&C Scheme and all applicable rules issued in accordance with MCOB.
To work towards Mortgage & Protection Adviser status by achieving required monitored calls and obtaining full CeMAP (CeMAP 1,2 & 3).
To undertake any other task as required from time to time including administrative or sales related duties.
Minimum Skills ListCommunication Skills
Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts
Education
A Minimum of 5 GCSE's including Maths and English at C grade or above and 2 A levels or the equivalent. Relevant Degree qualification would be ideal but not essential.
Technical Skills
Good working knowledge of IT systems relevant to job role
Excellent product/industry knowledge
Adheres to company standards and procedures at all times
Personal Responsibility and Drive
Prioritises effectively
Deadlines are met and work is regularly error free
Make confident, effective decisions within scope of job role
Working with Others
Actively participates and co-operates with others
Builds effective relationships and contributes to team spirit
Negotiates effectively with colleagues and outside agencies
Developing Self and Others
Actively seeks opportunities for self development
Provides some coaching/support to team members
Have passed Stage 1 T&C training
In return you will be offered a role with an OTE of ??60,000p.a
Please be advised the role start date would be in March 2017
If you feel you are a good fit for the role please hit 'apply
We have a great opportunity to gain your CeMAP qualification whilst training towards become a Mortgage & Protection Associate/Adviser.
Purpose of the role
To generate consistently a high level of quality activity from company's leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of the clients.
Principle Accountabilities
Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company's sales Process.
To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the companies agreed performance standards
To fully and properly document the call(s) so as to achieve or exceed the company's performance standards for case acceptance rates.
To provide the service and care to the company's customers such that builds relationships, trust and confidence and contains customer complaints.
To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
To complete all required administration in a timely and accurate manner and operate at all times in accordance with the company's T&C Scheme and all applicable rules issued in accordance with MCOB.
To work towards Mortgage & Protection Adviser status by achieving required monitored calls and obtaining full CeMAP (CeMAP 1,2 & 3).
To undertake any other task as required from time to time including administrative or sales related duties.
Minimum Skills ListCommunication Skills
Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts
Education
A Minimum of 5 GCSE's including Maths and English at C grade or above and 2 A levels or the equivalent. Relevant Degree qualification would be ideal but not essential.
Technical Skills
Good working knowledge of IT systems relevant to job role
Excellent product/industry knowledge
Adheres to company standards and procedures at all times
Personal Responsibility and Drive
Prioritises effectively
Deadlines are met and work is regularly error free
Make confident, effective decisions within scope of job role
Working with Others
Actively participates and co-operates with others
Builds effective relationships and contributes to team spirit
Negotiates effectively with colleagues and outside agencies
Developing Self and Others
Actively seeks opportunities for self development
Provides some coaching/support to team members
Have passed Stage 1 T&C training
In return you will be offered a role with an OTE of ??60,000p.a
Please be advised the role start date would be in March 2017
If you feel you are a good fit for the role please hit 'apply