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Trainee Mortgage and Protection Adviser in Avon

Trainee Mortgage and Protection Adviser

4 - 40 hours per week

Job description

Obtain your Competent Adviser Status for Mortgage and Protection.

Due to the demand for obtaining competent adviser status (CAS) in the industry Tenet has produced a paid Mentor to CAS program with the aim of you obtaining your CAS within 6 months and setting up in our own firm Tenet Financial Services.

Benefits:

As part of a structured program, you’ll get the support and development you need to build your experience and ultimately achieve competent advisor status (CAS) for mortgage and protection.

  • 50 Quality mortgage and protection leads provided with the option to purchase more
  • Quality management and administration support
  • Competitive payment structures
  • Whole of Market proposition
  • Full compliance support
  • Cutting edge software and back-office systems
  • Technical Research Team
  • Marketing
  • Work Anywhere in the UK
  • Regular sales support and training

The role:

  • Building your own successful brand for the future
  • Following up on and converting leads
  • Generation of new appointments
  • Making recommendations as to suitable products and repayment terms
  • Achieving individual targets
  • Ensuring your knowledge of market sector, and regulations is kept up to date
  • Due diligence checks

About you:

The ideal candidate will be fully CeMAP qualified

To be successful you will also need to demonstrate:

  • Commitment to achieving a successful career in mortgage advice
  • Business plan outlining lead generation
  • Transferable experience preferably in an administrative or financial services background
  • Excellent written and verbal communications skills
  • The ability to build meaningful working relationships at all levels
  • Exceptional organisational skills
  • Problem-solving skills and the ability to provide effective solutions.
  • No criminal convictions, CCJs or adverse credit including IVA and DMPs

Earning Potential and Technology Package

The Mentor to CAS program costs £1800 incVAT and covers the cost of your initial training and assessment as well as the one-to-one mentoring from your mentor until you achieve your Competent Adviser Status over a 6-month period. You will be working as a self-employed mortgage and protection adviser in Tenet Financial Services with a 2-year service agreement and by the end of it have the confidence and ability to set up your own firm.

1.    Adviser Retention

Your retention % is based on your annual turnover. For the first 12 months, it will be based on your projected turnover in your submitted business plan. Turnover is then reviewed every 6 months for the previous 12 months and altered accordingly. Opportunity to earn between 70.3% to 85.3% of your income


2.    Technology – hardware and software 

Upon authorisation you will be provided with all the hardware and software required. You will be supported by an IT Support team with an allowance of support time and provision per year, including a 1 hour set up call on receipt of your equipment. Includes 4 year warranty on all hardware, annual licenses for the duration of your contract and finally benefit from any Tenet wide hardware and software enhancements. All systems are secure and monitored to give you added peace of mind.

Extra information

Status
Closed
Education Level
Other
Location
Avon
Working hours per week
4 - 40
Type of Contract
Full Time Jobs
Profession type
Training
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

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