The Trainee Mortgage Consultant Programme is flexible and designed to meet the needs of each individual as they progress toward achieving Competent Advisor Status (CAS).
There are three phases to the programme; initially the emphasis is on providing support to established Senior Consultants and Directors. During phase two you will progress on to conducting research and presenting solutions whilst obtaining your CeMap qualification. In phase three you start to take client sales enquiries and build your own client portfolio.
Phase 1: Foundation and Support
As an integral part of our team, your initial phase will focus on foundational skills and support roles. Your responsibilities will include:
* Broker Support: Actively assist the brokers assigned to you, ensuring their needs are met promptly and efficiently.
* Administrative Excellence: Handle administration, progression, and case management tasks with a high level of accuracy and attention to detail.
* Regulatory Compliance: Gain a thorough understanding of, and ensure adherence to, all regulatory requirements pertinent to our operations.
Phase 2: Development and Qualification
Building on your foundational knowledge, Phase 2 emphasises professional development and qualification attainment. Your duties will expand to include:
* Sustained Consultant Support: Continue providing outstanding support to consultants, demonstrating your growing expertise in our operations.
* Professional Qualification: Complete the CeMAP 1, 2, and 3 qualifications if you have not already done so, as part of your professional development.
* Mortgage Enquiry Management: Showcase your ability to source new mortgage enquiries and develop tailored solutions for clients, marking a critical step in your professional growth.
Phase 3: Advanced Responsibilities and Performance Indicators
In the final phase of your development, you will:
* Business Progression: Evidence your ability to advance new business enquiries from inception to completion, through both observation and direct involvement.
* Performance Excellence: Achieve the Key Performance Indicators (KPIs) required for a CAS status Private Finance Mortgage Consultant, demonstrating exceptional performance and commitment.
* Transition to Competent Advisor Status (CAS): Upon successfully demonstrating your abilities in all three phases and meeting our high standards, you will transition from being under direct supervision to achieving Competent Advisor Status (CAS), enabling you to graduate from the academy as a fully-fledged Consultant. Attainment of CAS status is a significant milestone, recognising your proficiency and readiness to take on more independent responsibilities.
Please Note: Even after achieving CAS status, you may be expected to continue performing the duties outlined in this job description to support the company’s ongoing needs. This commitment to excellence and flexibility is key to our collective success.
This version aims to make each phase’s objectives clearer and more engaging, providing a better understanding of the progression path and expectations within the role.
About Private Finance
Private Finance is a leading independent mortgage brokerage in the UK, negotiating mortgages worth billions of pounds annually. The firm is “whole-of-market” specialising in prime lending, with strong relationships with all types of lenders to create the most suitable bespoke solutions for clients. This outcome is further supported by Private Finance’s dedication to providing exceptional support to its advisers.
What we offer
As a valued member of Private Finance, you can enjoy:
* Being part of a friendly, cohesive, supportive team.
* Opportunities in the Central London HQ, Shrewsbury Business Park, and other key locations can be considered alongside hybrid.
* Work from home arrangements
* Company-wide meetings and social events.
* Benefits such as cycle to work scheme, paternity leave, life cover, and sabbaticals.
To apply pleasesend your CV, alongside a cover letteroutlining why you would like to be considered for this position to recruitment@privatefinance.co.uk. Please indicate clearly which position you are applying for.
We invite you to get in touch via a free, no-obligation initial consultation.
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