Trainee Mortgage and Protection Adviser
Trainee Mortgage and Protection Adviser

Trainee Mortgage and Protection Adviser

Wolverhampton Full-Time 25000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team as a Trainee Mortgage and Protection Adviser, helping clients with their financial needs.
  • Company: We are an award-winning Mortgage and Insurance Broker based in Wolverhampton, Portsmouth, and Halifax.
  • Benefits: Enjoy a competitive salary, bonuses, ongoing training, and a supportive work environment.
  • Why this job: Kickstart your career in finance with industry-recognised qualifications and a vibrant team culture.
  • Qualifications: No experience needed; customer service or sales background is a plus, and CeMAP is advantageous.
  • Other info: Realistic earnings of £40,000+ in your first year, rising to £50,000 in the second year.

The predicted salary is between 25000 - 30000 £ per year.

Job Description

Trainee or Experienced Mortgage & Protection Adviser

Wolverhampton

£25,000 – £30,000 Salary + Bonuses – Realistic OTE £40,000+ in your first year ( £50,000pa there after)

An award winning Mortgage And Insurance Broker with offices in Wolverhampton and Portsmouth and Halifax has an exciting opportunity for a Trainee Mortgage and or Protection Adviser.

The firm is expanding its Advice team at its Wolverhampton offices and is looking for trainee mortgage and or protection advisers as part of this expansion.

Previous experience in Banking, Sales, Customer Services or Hospitality and also possessing CeMAP would be advantageous, but not essential.

You will benefit from the support of the management and administration teams and on going training. You will end up with the industry recognised Mortgage Advice qualifications.

In return you will receive a salary of £25,000 plus bonuses and benefits package which add up to a very realistic first year On Target Income of £40,000+, which will rise to £50,000 in your second year.

For more information on this position please forward your CV to Douglas McDougall.

Trainee Mortgage and Protection Adviser employer: Pinstripe Personnel

Join an award-winning Mortgage and Insurance Broker in Wolverhampton, where you will be supported by a dedicated management and administration team, ensuring your growth as a Trainee Mortgage and Protection Adviser. With ongoing training and the opportunity to gain industry-recognised qualifications, you can expect a vibrant work culture that values employee development and offers a competitive salary with realistic earning potential. This is not just a job; it's a pathway to a rewarding career in a thriving environment.
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Contact Detail:

Pinstripe Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage and Protection Adviser

✨Tip Number 1

Network with professionals in the mortgage and protection industry. Attend local events or join online forums to connect with current advisers who can share insights and potentially refer you to opportunities at our company.

✨Tip Number 2

Familiarise yourself with the CeMAP qualification. Even if you don't have it yet, showing your commitment to obtaining this certification can set you apart from other candidates and demonstrate your dedication to the role.

✨Tip Number 3

Research our company thoroughly. Understand our values, services, and recent achievements. This knowledge will help you engage in meaningful conversations during interviews and show that you're genuinely interested in joining our team.

✨Tip Number 4

Prepare for role-play scenarios that may come up during the interview process. Practising how to handle customer inquiries or objections can showcase your communication skills and readiness for the adviser role.

We think you need these skills to ace Trainee Mortgage and Protection Adviser

Customer Service Skills
Sales Skills
Communication Skills
Attention to Detail
Financial Knowledge
Problem-Solving Skills
Negotiation Skills
Time Management
Teamwork
Adaptability
Understanding of Mortgage Products
CeMAP Qualification (or willingness to obtain)
Relationship Building
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any relevant experience in banking, sales, customer service, or hospitality. Even if you don't have direct experience, emphasise transferable skills that would make you a great fit for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention why you're interested in becoming a Mortgage and Protection Adviser and how your background aligns with their needs.

Highlight Your Willingness to Learn: Since this is a trainee position, it's important to express your eagerness to learn and grow within the industry. Mention any relevant qualifications you may have, like CeMAP, or your commitment to obtaining them.

Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Pinstripe Personnel

✨Research the Company

Before your interview, take some time to learn about the company’s values, mission, and recent achievements. This will not only help you understand their culture but also allow you to tailor your answers to align with what they stand for.

✨Showcase Relevant Experience

Even if you don't have direct experience in mortgage advising, highlight any relevant skills from previous roles in banking, sales, or customer service. Be prepared to discuss how these experiences can translate into success in this new role.

✨Prepare for Common Questions

Anticipate questions related to the mortgage and protection industry, such as your understanding of CeMAP qualifications or how you would handle client inquiries. Practising your responses can help you feel more confident during the interview.

✨Ask Insightful Questions

At the end of the interview, be ready to ask thoughtful questions about the team, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.

Trainee Mortgage and Protection Adviser
Pinstripe Personnel

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