Role Responsibilities

  • Preparing for the arrival, onboarding and supporting new starters

  • Completing lender registrations

  • Introducing new Advisors to our CRM and teaching the Fact find to booking process

  • Creating and delivering training presentations on our in-house compliance and FCA regulations

  • Conducting roleplay calls to get Advisors prepared for live calls

  • Teaching Advisors our dialling system and our expectations on lead management

  • Conducting regular call/file auditing and delivering feedback

  • Attending regular buzz sessions, keeping on top of ever-changing market information and trends

  • Liaising with the Sales Director for ongoing development of the training delivered to Advisors


  • Commitment from employers to continued learning & development

  • Dress down Fridays

  • Free, secure onsite parking

  • Access to Employee Assistance Programme including discounts and mental health and wellbeing support

About The Position

Your Recruitment People are recruiting for a Training Executive to join a vibrant and expanding Mortgage Intermediary Company based in the Fareham area.

The Training Executive primary role will be working alongside the Trainer and Operations Team to support the daily functions surround new starters.

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Published On: March 31, 2023By Categories:

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