Main purpose of role: Book appointments for the financial advisers by contacting new and existing clients whilst providing a 5-star service. Grow knowledge and experience working alongside qualified Adviser and with the aim of providing mortgage & protection advice to clients once qualified. Location: Hampton Hill Hours: Monday-Friday 8.30am-5.30pm Key Responsibilities: Selling Mortgage and Life Products - Follow up leads and book appointments for potential new clients - Follow up mortgage reviews and generate appointments - Sit in on client appointments and draft follow up communications - Recommended the best deal for the client - Printing illustrations and comparables - Recommend Life cover, prepare life quotes and follow through to close - Place Mortgage and life cases on the Smartr system Systems and Processes - Learn the Mortgage Brain System - Key Agreements In Principle (AIP) prior to submission of full application - Research quotes on Mortgage Brain - Become fully conversant with the Smartr system - Understand electronic identification process (EIDV) Research and Market Knowledge - Research mortgage products to identify the best deal for the client - Recommend panel Solicitors - Understand different types of surveys - Ensure Sesame Learning Plans are dealt with as and when they fall due - Read and understand Sesame compliance manual Requirements: - Proven interest and skills in sales - Thorough understanding of all applicable legislation (list key requirements) - Committed to study for CEMAP 1, 2 and 3 examinations - Ambition to succeed - Familiarity working within the estate agency or mortgage environment would be preferred Skills: - Organised - Works well under pressure - Motivational - Attention to detail essential - Excellent communicator - Objection handling INDLP