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Graduate Trainee Mortgage Adviser

City, London
Remote Working
Remote Working
Job Type
6 Sep 2022
Graduate Trainee Mortgage Adviser Location - Holborn Salary - Circa £25,000 pa This is a fantastic opportunity for a Graduate who wants to work directly with High Net Worth clients in a fast-growing business and develop a career into becoming either a Mortgage or Financial Adviser. We are a Mortgage and Wealth Management Practice of St James' Place Wealth Management, a highly respected FTSE 100 Company. Initially your role will be that of a Graduate Mortgage Case Processor working in the London Kingsway office in Holborn, with the potential for some home working. You will be exposed to interesting and complex cases from High Net Worth clients and introducers. As you progress, promotion will come quickly, and you will be tasked with completing more complex cases. This comes with financial rewards. Your responsibilities will be to: Liaise with mortgage brokers regarding new applications Obtain all relevant information and collate paperwork accurately and compliantly Prepare client files and submit applications for approval Progress new and existing client mortgage applications through to completion Maintain regular contact with clients on key milestones in the process Liaise with clients, lenders, and Introducers Maintain compliant processes at all times You will: Be a recent Graduate with a relevant degree in a Finance related subject Want a career in a Mortgage and Wealth Management Practice Have a high level of personal responsibility to deliver quality work under pressure Have the desire for personal development and constant improvement You must be able to demonstrate: Strong communication skills, written and oral Strong skills in organising and prioritising your workload Drive, motivation, and a strong desire to learn and improve A high level of attention to detail Resourcefulness and a can-do attitude Ability to think outside the box and problem solve A professional, friendly, and approachable manner to clients and colleagues St. James s Place Wealth Management plc (SJP) is a leading and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £142.3bn. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice
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  • Job Reference: 705459409-2
  • Date Posted: 6 September 2022
  • Recruiter: St. James&;s Place Wealth Management
    St. James&;s Place Wealth Management
  • Location: City, London
  • Remote Working: Some remote working possible
  • Salary: £25,000
  • Sector: Accounting
  • Job Type: Permanent