Trainee financial advisor Work, Jobs in Swannington, Lec (with Salaries)

Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
- Analytics
Self Employed Trainee Mortgage & Protection Advisor
Bluejay Planning Limited —Nuneaton
- £25,000 - £40,000 a year
- Full-time
- Customer service
- In-person
- Work from home
Quick apply
11d
Technical Service Advisor
MAN Truck & Bus UK —Leicester
- £31,880 - £35,236 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
9d
Data Architect
Cooper Parry —Derby
- Full-time
- Remote
- Azure
- Salesforce
- Mentoring
Employment Tax Senior Manager
Cooper Parry —Derby
- Full-time
- Remote
- Business development
- Mentoring
- Communication skills
Corporate Tax Manager
Cooper Parry —Derby
- Full-time
- Mentoring
- Training & development
- Tax experience

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trainee financial advisor jobs near swannington, lec

Trainee Mortgage Advisor

APR Money Ltd
Derby

Quick apply

Job details

Full-time
From £24,000 a year

Benefits

Company pension
Company events
Life insurance
Sick pay
On-site parking

Qualifications

Financial Conduct Authority guidelines
Driving Licence
Client engagement
GCSE
Basic maths
Administrative support experience
CeMap
Financial services
Communication skills

Full job description

A fantastic opportunity to join a busy and successful mortgage and protection brokers, based in Derby.

Initially the role will be office based as a Mortgage Administrator with a view to train and become a successful Mortgage and Protection Adviser.

We are a well-established firm providing impartial advice to a high quality client base.

We’re looking for someone with a financial services background, with mortgage and/or protection experience who has the enthusiasm and commitment to become a qualified adviser to advise a stream of high-quality warm leads.

Whilst some experience in a similar role would be a distinct advantage full training and support would be provided to progress towards a whole of market mortgage and protection adviser.

Location

Office based in Derbyshire & Staffordshire

Benefits

The successful candidate will benefit from:

· A negotiable generous basic salary of £24,000 depending on experience.

· Once qualified the basic salary would be market competitive, with excellent uncapped bonus scheme and OTE potential of around £50,000 p.a. with significant opportunities to increase.

· Professional and friendly working environment

· Flexible working opportunities for the right candidate to work from our branch or on a hybrid basis once qualified.

The role

During the initial training period you will:

· Provide crucial support to proactively progress mortgage and protection applications through to completion.

· Liaising with the brokers, lenders, solicitors and estate agents to obtain updates on application progress.

· Understand how we comply with all relevant FCA and Regulatory requirements

· Data entry of mortgage applications and client data whilst ensure the CRM system is up to date at all times

· Answer clients' queries on behalf of the mortgage advisers and keep advisers up to date with pipeline applications.

· Dealing with incoming calls, personal email inbox and post.

The initial training will form the foundation to progress into the advisory role where you will be responsible for reviewing the mortgage and protection requirements across a wide range of clients, providing research of the market and identifying suitable products.

About you

This is a full-time, employed role requiring flexibility to meet client needs and requirements.

The ideal candidate will have the enthusiasm needed to progress in a challenging role and the ability to learn quickly to fulfil the needs of the job role.

Candidates must be personable, easy to work with and share the company ethos of placing our clients at the heart of the advice process and provide excellent service at all times.

Want to apply? We’d love to see:

· Knowledge and experience of the mortgage market or financial services.

· Progress towards CeMap or equivalent

· Experience as an administrator or personal assistant.

· Strong interpersonal and communication skills and the ability to build strong, lasting relationships with clients and colleagues

If you're looking to further your career within a growing, vibrant business then we would love to hear from you.

Job Type: Full-time

Benefits:

Company pension
Sick Pay
Life insurance
On-site parking

Job Type: Full-time

Pay: From £24,000.00 per year

Benefits:

Company events
Company pension
On-site parking

Application question(s):

Please describe your admin and customer service skills

Experience:

recent financial services: 2 years (required)

Licence/Certification:

CeMap 1,2 & 3 or equivalent qualification (preferred)

Work Location: Hybrid remote in Derby DE21 4SZ

Quick apply

Refine Your Search

trainee financial advisor jobs in swannington, lec

Trainee Mortgage Advisor

Paraplanner

Self Employed Trainee Mortgage & Protection Advisor

Technical Service Advisor

Data Architect

Employment Tax Senior Manager

Corporate Tax Manager

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