Job Title: Trainee Mortgage Advisor
"This Trainee Mortgage Advisor role is fully sponsored for CeMAP qualifications (CeMAP 1,2 &3), providing full support and funding to help you become a qualified Mortgage Advisor"
Location: The Acorn Group Head Office – Bromley Kent.
Brand: Acorn
Salary: OTE: up to £38,000.00 per annum
Hours: Monday to Thursday from 8:15am to 6pm, Fridays from 8:15am to 5:30pm.
About The Acorn Group:
Renowned as market leaders, The Acorn Group is London's largest multi-brand estate agency. We offer our clients the best brands, with the best people, in the best locations and in 2022 we were acquired by LRG.
Job Summary and Key Responsibilities:
This is a Telephone based lead generation role, leveraging LRG client database to source
financial services referral opportunities for full range of prospective clients. The role will be targeted on the scheduling and completion of mortgage & protection appointments with Mortgage Scout advisers.
Ideal candidates will be driven, ambitious and able to communicate to a high level of customer care to their clients. We are looking for candidates who are wanting to create a long-term career, you should be able to work to targets and deadlines.
Contact potential clients via phone, email, and other communication methods to introduce our mortgage services and schedule appointments.
Coordinate and schedule appointments between clients and mortgage advisors, ensuring all necessary information is collected and communicated and clients appraised of information/documentation requirements.
Database Management: Maintain accurate and up-to-date records of client interactions and
appointments in our CRM system and bespoke data sheets.Client servicing: Providing high standards of professional customer service at all times, ensuring approach is tailored to meet the unique needs of each individual customer.
Performance KPIs: Appointment booking and completion volumes and conversions, Mortgage & protection sign up volumes and conversions, Ancillary and third-party product/advice opportunities generated.
Skills required:
Strong organisation skills
Commitment to service standards.
A commitment to learning and self-development.
Tenacity and to be a self-starter.
Ability to build and nurture trusted relationships at all levels.
Be responsive to change.
Previous experience within a sales/customer service based role.
What we can offer you:
Proven track record for career growth and advancement within the company
Market leading training and ongoing professional development
Supportive and collaborative team environment
Benefits:
Structured training and support through the Acorn Academy.
Excellent opportunities for career progression.
Fabulous rewards and incentives for Top achievers.
Annual Awards Ceremony.
An excellent, uncapped commission structure with further bonuses.
Generous Holiday allowance, increasing by 1 day per year based on service up to an additional 5 days holiday per year.
Excellent parental leave & company fertility policy in place.
Access to an Employee assistant programme including access to a virtual GP 24/7 and mental health first aiders.
Retail discounts.
The Acorn Group as part of LRG, are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team, who shares our commitment to excellence in the Real Estate Industry.
LRG does not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVS’s or candidate referral from Recruitment agencies, and any such submissions will not be considered.