Financial Services Trainee

Job Title: Intermediary Partnership Engagement TraineeSalary: £25,000Duration: Permanent - September 2026 StartHours: Full time - 4 days in office, 1 day from homeLocation: Near NEC, SolihullRole Purpose:A fantastic opportunity has arisen for a dual function role within the Mortgage and Insurance Helpdesk (3 days per week), and the Marketing department (2 days per week) for a business within the financial services market.The successful candidate will have the training to support with technical knowledge, as well as contributing to campaigns, content and communications.The opportunity to study for your CeMAP qualification is also available in this company once probation is complete.We are expecting interviews to take place early August for a September start in this role.Key Duties:Helpdesk:Handle inbound enquiries on mortgage and protection product placement, criteria and lender appetite Develop working knowledge of the lender panel, protection provider panel and associated product rangesRespond to member queries with accuracy and a solutions focused approach, escalating complex cases to senior colleagues appropriately Support the helpdesk inbox and telephone lines, maintaining service standards and response times Record all interactions accurately within the CRM systemAttend lender and provider workshops, webinars and product briefings to build market knowledgeMarketing:Support the creation of member facing communications including bulletins, newsletters, product updates and ..... full job details .....