Experienced Mortgage Advisor

Mortgage & Protection Adviser

No agencies please! Apply directly via the advert.

About the Firm

Appletree have been established since 1999.

We have aimed to achieve excellence well above the standard of our profession, helping our clients to Create, Protect and Manage their money.

We offer clear, precise and professional planning in an uncertain financial world.

The financial advice process we offer helps provide solutions for all types of people and circumstances, no matter how much time, money, or knowledge they have.

This process is powered by expert technical knowledge, honest values and principles, leading edge technology and most importantly, outstanding customer service.

About the Role

The Practice Principals are seeking ambitious individuals to join their existing highly successful advisers.

They are currently looking for a Trainee Mortgage Adviser to join the team.

If you’re looking for a role where you’ll be supported and developed, then this is the role for you.

The benefits

Salary -£28,000 to £35,000 (dependent on experience) – This will increase when you achieve CAS status

Paid annual leave

Flexible working once established in the business

Training

Your responsibilities will include:

Provide advice and recommendation on Mortgage & Protection Products.
Initially managing cases through from generating enquiries to completion.
Maintain relevant and up to date skills and knowledge through regular CPD (continuing professional development).

What will you need to succeed?

Must be CeMAP or CII Certificate in Mortgage Advice qualified or equivalent.
Ability to communicate effectively and build rapport quickly.
Attention to detail is a must.
Experience in a mortgage environment is beneficial
Strong IT skills
Has excellent communication skills, both verbal and written
Has a drive and hunger to succeed
Can work independently

Appletree Finance is an appointed representative of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure – The Openwork Partnership is owned by its appointed representative firms, Bain Capital and its employees so is somewhat of a democracy, it boasts a broad proposition with deep ties to providers, being one of the largest advice networks in the UK The Openwork Partnership has some serious resources at its disposal, it puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Partnership comes together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.