We offer an exciting career-start opportunity to enter Financial Services and develop the knowledge and skills to be a Mortgage and Protection Adviser. As a driven individual, you will thrive on learning about mortgages and protection and build towards completing the Certificate in Mortgage Advice and Practice (CeMAP). Through a programme of in-house training, you will acquire the administrative skills to support the successful, smooth-running of HomeLife’s Financial Solutions Ltd, and will proactively progress applications from first appointment to completion, developing a strong skill-set in customer services and client relationships as an Adviser. 
 
The full-time role will be based at our office in the beautiful surroundings of Nostell Estate in Nostell, Wakefield, with free parking, an on-site cafe and National Trust walks on the doorstep. 
ROLE STRUCTURE & RESPONSIBILITIES 
 
Year 1 – Administration of Mortgages and Protection 
 
- Developing an understanding of operational aspects of a Mortgage and Protection Brokerage. 
- Managing the administrative tasks surrounding mortgage and protection applications. 
- Supporting the progression of cases and liaising with clients, solicitors and estate agents to develop effective manners and methods of communication. 
- Developing advising presentational skills in preparation for Year 2. 
 
Year 2 – Paraplanning of Mortgages and Protection 
 
- Developing the research and critical thinking skills to problem solve and understand what makes a suitable recommendation for a client. 
- Learn of market products and their benefits and drawbacks. 
- Practice interpersonal skills to build strong client relationships. 
- Build an awareness of market competition and the important of brand reputation and customer service. 
 
Year 3 – CeMAP Qualifications 
 
CeMAP Level 1 
• Unit 1: Introduction to Financial Services Environment and Products 
• Unit 2: UK Financial Services and Regulation 
 
CeMAP Level 2 
• Unit 3: Mortgage Law, Policy, Practice and Markets 
• Unit 4: Mortgage Applications 
• Unit 5: Mortgage Payment Methods and Products 
• Unit 6: Mortgage Arrears and Post Completion Issues 
 
CeMAP Level 3 
• Unit 7: Assessment of Mortgage Advice Knowledge 
 
 
Year 4 – Full Mortgage and Protection Adviser 
 
- Driving own appraisal process to successful gain network approval as an adviser. 
- Adhering to business targets and objectives to drive the growth of HomeLife Financial Solutions. 
- Develop time management skills to manage a client bank and safely service their financial needs. 
- Acquiring strong interpersonal skills to effectively listen and communicated important information and provide clear advice. 
 
The above list of duties is neither exhaustive nor exclusive. The post holder is expected to undertake duties commensurate with the responsibility level of this post as directed. 
QUALIFICATIONS/EXPERIENCE 
 
5 GCSEs Grade 4 or above, including Maths and English. 
Experience of working work Microsoft Software, including Word and Excel. 
 
SKILLS 
 
Good problem-solving skills, drive and initiative to work with minimal supervision. 
Good organisational skills with the ability to effectively prioritise. 
Be compassionate and calm with the ability to listen, guide and reassure. 
Willingness to learn, understand, and build knowledge in Financial Services. 
 
ATTITUDES 
 
Flexible and adaptable. 
A confident and positive ‘can-do’ attitude. 
Have a curious and investigative nature. 
Driven and passionate. 
 
 
WHAT WILL WE OFFER YOU 
 
A competitive salary and annual leave entitlement. 
A pension with employer contributions. 
The right training and support tools to allow you to perform well and progress in Financial Services. 
 
We are excited to grow the team and welcome any questions about the role. If you wish to apply, please send you CV to [email protected] by 22nd July 2024. 
 
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