Trainee Brokers | Connect Launches Academy 4 Trainee Brokers

Trainee Brokers
Liz Syms
Liz Syms, CEO and Founder of Connect

Launching its first training initiative, Connect for Intermediaries introduces its first-ever academy, “trainee brokers.”  This is for aspiring mortgage brokers aiming to usher fresh talent into the specialised mortgage sector.

Launched late last year, the programme welcomes brokers re-entering the field after a period of absence. Additionally, it invites accountants, estate agents, letting agents, and property experts to transition into advisory roles.

Furthermore, the initiative embraces Connect’s network members seeking to expand their businesses. These individuals are keen to onboard trainees or recruit new team members, fostering growth within their enterprises.

Although most specialised markets do not require formal mortgage qualifications, lender confidence remains challenging. Many lenders hesitate to accept applications from unregulated advisers or those outside regulated frameworks. This creates barriers for professionals wishing to diversify into mortgage advisory roles.

The Connect for Intermediaries Academy addresses this gap by focusing on upskilling mortgage industry professionals. It equips individuals with the knowledge and qualifications necessary to succeed in a highly competitive market.

The initiative enriches the talent pool within the sector by embracing participants from varied professional backgrounds. It creates opportunities for seasoned advisers while opening doors for those new to the industry.

This strategic move enhances the mortgage sector’s resilience and dynamism. Connect aims to shape a more robust future for the UK’s specialised mortgage market through this programme.

Trainee brokers | What will the course cover?

Embark on a well-rounded training programme designed to equip mortgage advisers with vital skills and expertise. This course provides foundational compliance training, covering critical areas such as anti-money laundering, data protection, and ensuring fair customer treatment.

Advanced Topics in Mortgage Advice

Participants will also explore specialised topics. These include assessing BTL rental affordability, navigating HMO and multi-unit property cases, and managing bridging finance. Additionally, the course delves into commercial and business funding, ensuring a robust understanding of these complex areas.

Mastering Market Research and Sales Techniques

The programme covers essential techniques to support advisers in market research. Learn how to interpret credit files, analyse accounts, and evaluate intricate income structures. Transitioning from research to delivery, the training demonstrates how to effectively use research tools, present tailored solutions, and close sales efficiently.

Building a Strong Client Base

The curriculum also addresses lead generation strategies. Participants will explore social media engagement, email campaigns, targeted advertising, and referral networks. These methods are essential for building a strong client base in today’s competitive mortgage market.

Navigating the Mortgage Application Process

A detailed guide to the mortgage application process forms a core part of the training. This includes conducting risk checks, maintaining high documentation standards, and providing exceptional customer service throughout the journey.

Ongoing Support and Development

Upon completing the course, participants gain access to ongoing mentorship and training. Support from the Connect for Intermediaries team ensures continuous professional development, helping new advisers confidently achieve competent adviser status.

Addressing the Needs of the Specialist Mortgage Sector

Liz Syms, CEO of Connect for Intermediaries, highlighted the pressing need for new advisers in the mortgage sector. She emphasised raising standards across the specialist mortgage market while creating more opportunities for aspiring professionals.

Opportunities for All Mortgage Professionals

Even those with existing mortgage qualifications will find value in this training. The course equips advisers to navigate complex cases and deliver expert advice in the specialist mortgage market.

Expanding Training Opportunities

The first session, with eight participants, marks the start of an ambitious series. Seven additional courses are scheduled for the year, with the next session in May. This provides ample opportunities for prospective mortgage advisers to enhance their skills and succeed in this rewarding sector.

Thank you for reading our publication on “Trainee Brokers | Connect Launches Academy 4 Trainee Brokers.” Stay “Connect“-ed for more updates soon!

JOIN CONNECT NETWORK

JOIN OUR NETWORK