About The Role
We have an exciting opportunity for a Trainee Mortgage Adviser to join our Central Mortgage Team in Nottingham at our Head Office. This is a telephone-based role where you will provide a mortgage service to existing customers, building strong customer relationships, and delivering outstanding service whilst identifying opportunities to benefit the wider business.
This opportunity suits applicants either with or wanting to work towards CeMap 1 looking for their first step into a Mortgage Adviser role. There is a full development plan with milestones towards becoming a fully qualified Mortgage Adviser including sponsoring you to complete your CeMap Qualification.
You’ll join a friendly and driven team and an organisation who will support you to develop you career with us!
Here’s a taste of what you’ll be doing -
Provide a mortgage service to existing customers for internal re-mortgage, porting, further advance and post-contract variation business to exceptionally high standards
Promote loyalty offers to existing customers on both a proactive and reactive basis to achieve the agreed retention targets
Conduct business within prescribed Lending Policy criteria when assessing variations, applications and affordability
Maintain personal sales logs and development plans demonstrating ownership of performance levels
Ensure customer accounts are accurately maintained and documented to protect the integrity of the data and maintain consistency across the core systems and produce accurate and relevant management information
What we’re looking for -
Experience within a sales and customer service role
An excellent communicator able to demonstrate a high standard of telephony skills and the necessary skills required to overcome challenges of a non-face to face environment
Professional and enthusiastic with proven negotiating experience
Proven ability to work to deadlines and targets
Able to operate outside of own personal objectives & work in a team to achieve business objectives and maximise sales and service opportunities
What we offer -
We want to attract talented people and give them the opportunity to be great, we are committed to building diverse and inclusive teams and offer all team members:
- A fair and competitive salary evaluated against market data, annual discretionary bonus scheme, Medicash healthcare scheme, 25 days annual leave plus bank holidays and enhanced family leave
- Commitment and dedication to your ongoing personal and professional development. We help you to own and grow your potential so you can be at your best in your current role and to support your future career aspirations
- Flexible and hybrid working to encourage a work life balance, we want you to be at your best inside and outside of work
- A friendly and inclusive culture where teams genuinely strive to do the right thing by their colleagues and our customers
- A strong sustainability agenda – we’re continually finding new ways to be kinder to the environment by reducing our carbon footprint
- We’re passionate about giving back to the communities in which we serve as well as supporting local charities as part of the Samuel Fox Foundation. One of the many ways you can get involved is to use the 2 days per year paid leave to volunteer for causes or charities that are important to you
- Your health and wellbeing is our priority, we encourage this through a suite of support resources, including a team of trained mental health first aiders
About Us
Although our history spans 170 years, our purpose of helping our members save, plan for and protect their financial futures is enduring. This means supporting them through all of life’s key milestones. From providing a safe place for their savings, help and support finding and funding their home, insuring their assets and planning for their families and their future.
