Trainee Mortgage Adviser/ Mortgage Administrator - Leatherhead

  • Location:

    Surrey, Leatherhead

  • Discipline:

    Financial Services

  • Job type:

    Permanent

  • Benefits:

    Basic £24,000 - £30,000, Commission & Benefits

  • Published:

    15-11-2021

  • Expiry date:

    27-12-2021

  • Reference:

    930

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My clients are currently recruiting for a Trainee Mortgage Adviser to join their expanding team. This is an excellent opportunity for someone with some relevant experience in property of financial services and is looking to join a forward-thinking organisation that offers a great working environment along with the opportunity for career progression. 

The initial role will be as a Mortgage Administrator to assist with the high levels of business coming through for the advisers. You will then have the opportunity to learn and receive training in order to become a Mortgage Adviser.

Duties of a Trainee Mortgage Adviser/ Mortgage Administrator will include:

  • Liaising with Clients, Mortgage Advisers, Lenders, Solicitors and Estate Agents
  • Data Input, answering inbound telephone calls and communicating via email
  • Processing of new applications in preparation for the lenders/underwriters
  • Distribution of Mortgage offers and helping clients reach completion
  • General administration duties including dealing with inbound and outbound post and file scanning
  • Comply with FCA regulations, checking cases meet all internal and external regulations
  • To comply with company standards and policies, e.g. Data Protection, Financial Crime, Treating Customers Fairly, Complaints Procedure etc.
  • Other ad hoc administrative duties as required including appointment booking for mortgage advisers
  • To take responsibility for ad hoc projects requested by Team Manager

Skills & Experience of a Trainee Mortgage Adviser/ Mortgage Administrator required:

  • Transferable experience is preferable (Administration, Property or Banking)
  • Excellent customer service and telephone manner
  • Excellent administrative Skills
  • Willingness to learn
  • IT Literate
  • Excellent attention to detail

Salary/Package:

  • Basic £24,000 - £30,000 DOE
  • Chances to progress in the future
  • Discretionary end of year bonus
  • Commission structures for advisers

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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