We're searching for a Trainee Mortgage Advisor to add to our team.
The Company
David James Wealth is a financial planning business, with purpose-led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our team.
The David James Wealth values are:
- We do the right thing – we always stick to what we know to be right
- Totally dedicated – together we work hard and deliver on our promises
- Always improving – we listen, learn, and strive for knowledge
- Enjoying the journey – we’re positive about what the road ahead promises
The Role
As a Trainee Mortgage Advisor at David James Wealth, you will be responsible for working closely with our advisers and clients. You will be liaising with providers, organising paperwork for the advisers, and using our IT systems to record information and process business.
You will be highly organised, have a real attention to detail, and work well under pressure. You will work as part of team, where collaboration and teamwork are central to all that they do.
You will have regular contact with clients by phone, in person, and virtually. Client relationships are at the heart of what we do and everyone in the team has an important part to play in making sure our clients are well looked after.
This role provides a great opportunity to develop a mortgage career with an experienced team, advising the leading talent in business, music and sport.
Key Responsibilities
- Support and learn from our current team to provide tailored, expert mortgage advice to clients, managing the process from consultation to successful completion.
- Build and nurture relationships with clients, lenders, and internal teams to ensure exceptional service delivery.
- Stay ahead of market trends, lender policies, and regulatory updates to deliver informed, insightful guidance.
- Handle complex cases with creative problem-solving while maintaining full compliance with industry regulations.
Key Skills
- A focused and dedicated individual with a real attention to detail
- A great listener and somebody who takes a genuine interest in people
- Excellent communication skills verbally and in written form
- A positive and engaging person, who wants to live and breathe the values of our business
- An ability to manage your time effectively to ensure your workload is well managed
- Very efficient and self-motivated
- A desire to continually improve and develop yourself and the team around you
- Take a pride in what you do and be an ambassador for the business
- Be inquisitive and challenging, to continually drive progress across the business
Qualifications/Experience
- Fully CeMAP-qualified (or equivalent)
- Background in Banking or Finance preferred
- At least 1 year of experience with a track record of meeting targets and objectives
- Strong IT skills, as we are a technology-focused business
The Benefits
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- Private Medical Insurance
- Salary: Competitive
- Cycle to Work Scheme
- The ability and support to work flexibly where appropriate, in terms of hours and location
- A performance award based on delivering on our core values (see above)
- Participation in our company share options scheme
- Support with further qualifications, including study leave
To apply, email your application to Chloe@davidjameswealth.com by 12 noon on Friday 31st January 2025.
