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For Companies At a Glance
- Tasks: Advise clients on mortgage options and build your own client base.
- Company: Capricorn Financial is the largest independent mortgage brokerage in London with over 20 years of experience.
- Benefits: Enjoy unlimited earning potential, exclusive leads, and access to cutting-edge technology.
- Why this job: Join a market leader and work with high-net-worth clients while receiving top-notch training.
- Qualifications: Basic mortgage qualification required; sales experience and a desire to succeed are essential.
- Other info: Top performers can earn £500k+ per annum; self-employed role with significant growth opportunities.
The predicted salary is between 24000 - 42000 £ per year.
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Capricorn Financial Consultancy provided pay range
This range is provided by Capricorn Financial Consultancy. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Trainee Mortgage Adviser- Self Employed
Location: Hammersmith, London / full time office based
The Role
Are you ready to start an exciting career in the mortgage advisory industry? Do you want to work with some of the UK’s top estate agents and property developers while building a business with unlimited earning potential?
Capricorn Financial, the largest independent mortgage brokerage in London, is seeking a driven and ambitious Trainee Mortgage Adviser to join our fast-growing team.
This self-employed, commission-only sales role offers the opportunity to work with HNW and UHNW clients and advise them on their mortgage and property finance needs. As part of our team, you will be able to leverage exclusive leads from leading FTSE100 introducers and work alongside top property professionals in the UK and abroad.
Key Responsibilities
As a Trainee Mortgage Adviser, you will:
- Advise clients on a broad range of mortgage options, including residential, specialist lending, and private banking products.
- Work with clients to understand their financial needs and provide tailored mortgage advice.
- Handle incoming leads from our extensive network of top estate agents and property developers.
- Build and develop your own client base, providing expert advice throughout the mortgage process.
- Learn from the industry’s best with continuous training and development.
- Collaborate with the Capricorn team to maximise opportunities and ensure client satisfaction.
The Company
Capricorn Financial is a leading name in the UK’s commercial finance sector. With over 20 years of experience, we are trusted by high-net-worth clients and offer unparalleled growth potential. Our network includes some of the top estate agents, property developers, and international introducers. As part of our team, you’ll benefit from exclusive leads, extensive support, and cutting-edge technology.
Why Join Capricorn?
- Market Leader : With over 20 years of experience, Capricorn Financial is the leading mortgage brokerage in London, offering a trusted platform to support ambitious brokers in achieving industry-leading results.
- Exceptional Network: Work alongside London’s top estate agents, property developers, and international introducers, providing you with exclusive quality leads and opportunities.
- Diverse Product Suite: Capricorn provides comprehensive access to commercial mortgages, asset finance, bridging finance, second charge finance, trading business finance, and more, alongside residential, international, and specialist lending options.
- High-Value Client Base : Our established HNW and UHNW client portfolio includes business leaders, entrepreneurs, and property investors with significant commercial finance needs.
- Global Reach : Offices in London, Singapore, Hong Kong, Shanghai, and Dubai, ensuring a strong international presence.
- Top Technology & Resources : Access cutting-edge technology and best-in-class training to excel in your role.
- Career Development: Extensive ongoing training, support to gain additional qualifications, and opportunities to transition into specialist or management roles. Team leadership and management opportunities are also available for advisers who excel in their core role, and Capricorn has a proven track record of facilitating such growth.
The Person
- Knowledge of the UK property market or UK financial services experience is preferred.
- Sales experience with a strong desire to succeed and build a business.
- Ability to manage multiple tasks and meet deadlines.
- Confident, proactive, and resourceful with excellent communication skills.
- Strong attention to detail and the ability to work effectively in a fast-paced environment.
Requirements to Join Capricorn as a Mortgage Broker:
- A basic mortgage qualification (CeMAP Module 1 or RO1) is required to join. Ideally, you should have the full CeMAP qualification or RO6, but we encourage you to obtain this during your role.
- Comfortable working in a self-employed role and building your own business on the Capricorn platform.
Realistic Earnings Potential
- Top performers earn £500k+ per annum.
If you are ready to embark on an exciting, rewarding career in mortgage advisory, apply today!
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Trainee Mortgage Adviser employer: Capricorn Financial Consultancy
Contact Detail:
Capricorn Financial Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Adviser
✨Tip Number 1
Familiarize yourself with the UK property market and financial services. Understanding current trends and regulations will give you an edge in conversations with potential clients and help you provide tailored advice.
✨Tip Number 2
Network with professionals in the real estate and finance sectors. Building relationships with estate agents and property developers can lead to valuable referrals and exclusive leads, which are crucial for your success as a Trainee Mortgage Adviser.
✨Tip Number 3
Take advantage of any training opportunities offered by Capricorn Financial. Continuous learning will not only enhance your skills but also demonstrate your commitment to your career, making you a more attractive candidate.
✨Tip Number 4
Showcase your sales experience and ambition during interviews. Highlighting your drive to succeed and your ability to manage multiple tasks will resonate well with the hiring team, as they are looking for proactive and resourceful individuals.
We think you need these skills to ace Trainee Mortgage Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Mortgage Adviser. Familiarize yourself with mortgage options and the UK property market to demonstrate your knowledge in your application.
Tailor Your CV: Highlight relevant experience, especially in sales or financial services. Emphasize any knowledge of the UK property market and your ability to manage multiple tasks effectively.
Craft a Compelling Cover Letter: Use your cover letter to express your enthusiasm for the role and the company. Mention your desire to succeed in a self-employed environment and how you plan to build your client base.
Showcase Your Skills: In your application, highlight your communication skills, attention to detail, and proactive approach. Provide examples of how you've successfully managed tasks in fast-paced environments.
How to prepare for a job interview at Capricorn Financial Consultancy
✨Research the Company
Before your interview, take some time to learn about Capricorn Financial and its position in the mortgage advisory industry. Understanding their values, services, and client base will help you tailor your responses and show genuine interest.
✨Showcase Your Sales Experience
Since this role is commission-only and sales-driven, be prepared to discuss your previous sales experiences. Highlight any achievements or strategies that demonstrate your ability to build a client base and close deals.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client needs. Prepare examples of how you've successfully navigated challenges in past roles, especially in fast-paced environments.
✨Demonstrate Your Communication Skills
As a Trainee Mortgage Adviser, excellent communication is key. Practice articulating your thoughts clearly and confidently. Be ready to explain complex mortgage concepts in simple terms, showcasing your ability to connect with clients.
