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Trainee mortgage advisor

Oxford
Internship
The New Homes Group
Mortgage advisor
Posted: 18 August
Offer description

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We are looking for an enthusiastic, customer-focused individual to join our Mortgage processing team as part of our Mortgage Club in Camberley.

As a Client Relationship Specialist, you will work in a fast-paced, client-focused environment, generating opportunities for mortgage consultants, managing inbound lead flow and distribution, handling renewal activities, and providing exceptional post-sale support to clients. You will also study towards industry-recognised qualifications to support your career progression.

Main responsibilities include:

* Contact and manage potential clients through various channels, including CRM systems
* Qualify leads via phone, email, and other communication methods
* Maintain a database of leads and prospects
* Collaborate with sales teams for effective lead generation
* Provide excellent customer service
* Manage multiple tasks and meet deadlines
* Assist across other departments as needed

Skills and experience required:

* Driven and self-motivated
* Good telephone manner, relationship building, and customer service skills
* Initiative and problem-solving abilities
* Strong communication skills, written and verbal
* Proficient in MS Office (Word, Excel, Outlook)

Salary and benefits:

* Basic salary: £23,859 - £25,000, depending on qualifications
* Up to 10% discretionary annual bonus
* 23 days annual leave plus bank holidays, increasing to 28 days with service
* Company sick pay after probation
* Health benefits including annual health check, NHS GP access, and wellness services
* Employee discounts on products, services, estate agency, mortgage, conveyancing, and surveying
* Access to Employee Assistance Programme and gym discounts
* Company pension and life assurance from day one

Dynamois an equal opportunities employer, encouraging applications regardless of sex, race, disability, age, sexual orientation, gender identity, religion, marital status, or pregnancy.

We believe diverse candidates are valuable, and we encourage you to apply even if your experience doesn’t match every requirement. You might be the perfect fit for this or other roles.

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