Broker Support Executive/Trainee Mortgage Advisor in Sawbridgeworth at TalentSpa

Date Posted: 7/13/2020

Job Snapshot

Job Description

Broker Support Executive/Trainee Mortgage Advisor

Location: Sawbridgeworth, Hertfordshire

Salary: £9.50 per hour

Hours of Work: Minimum of 25 hours per week (maximum hours available 40 hours per week)

About the Company:

Our client is recruiting a Broker Support Executive/Trainee Mortgage Advisor to join their busy team.

Specialising in Mortgage and Protection Advice, this expanding financial services firm are seeking a positive, collaborative, and adaptable individual to join their team in providing mortgage and protection administration to clients.   The successful candidate will have had previous sales experience ideally within the Financial Services industry.

Broker Support Executive/Trainee Mortgage Advisor Responsibilities:


  • Provide administrative support to Mortgage Advisers with the reporting of fees and commissions received and observing client meetings and taking notes
  • Qualify all data & Supporting documents to ensure accurate data input of all Mortgage Applications & on the Business CRM Systems
  • Initiate discussions with existing and new clients as to their needs, conducting preliminary work for the Adviser
  • To begin to identify and contact potential clients by prospecting, gathering sufficient client information and identify client needs, with support
  • To begin to analyse information gathered and undertake sufficient research to make suitable recommendations, with support
  • Ensure that the level of service, as agreed with each client, is delivered in a timely manner
  • Keep up to date with new products, technical or legislative changes within the marketplace
  • Complying with the Compliance and Training & Competence Schemes and Procedures of the firm at all times

Broker Support Executive/Trainee Mortgage Advisor Requirements:


  • Previous experience in a sales/account management role within the Financial Services Industry (Preferably from Mortgage, Protection, Business Finance, Asset Finance & Property Finance)
  • Existing knowledge of the FCA and the firm’s recordkeeping requirements.
  • Possess technical product knowledge within the mortgage and protection arena
  • Strong written and verbal communication skills
  • Excellent administrative and relationship skills
  • Excellent work and study ethic

Broker Support Executive/Trainee Mortgage Advisor Benefits:


  • Extensive study support provided for development in the role
  • 20 days holiday plus bank holidays (pro-rata for part time)
  • Minimum of 25 hours per week up to the maximum of 40 hours per week.
  • Company Pension Scheme
  • Flexible working environment alongside study support

If you think that you are suitable for this Broker Support Executive/Trainee Mortgage Advisor role, please apply now!