Trainee Mortgage Advisor

Trainee Mortgage Advisor

Hampshire Full-Time 21600 - 37800 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with customers through calls and assist them in mortgage inquiries.
  • Company: Join an award-winning mortgage brokerage known for its success and growth.
  • Benefits: Enjoy a competitive salary, ongoing training, and free onsite parking.
  • Why this job: Kickstart your career in finance with a supportive team and clear progression.
  • Qualifications: Sales experience or a degree in business/finance preferred; CeMAP qualification required.
  • Other info: Located in Fareham, with flexible working hours and a strong commission structure.

The predicted salary is between 21600 - 37800 £ per year.

Are you a target-driven individual looking to excel in your career as a Mortgage Advisor? Red Recruitment is looking for sales-focused young professionals in Fareham to join our client, an established and successful, award-winning mortgage brokerage. Ideally, you will have previous sales experience or have a degree in either business or finance and you must be willing to study and work towards gaining your CeMAP qualification. The salary is £27,000 per annum with an OTE of £30,000. After the training period, the salary does increase and will continue to increase as you develop your career. Benefits and Package for a Trainee Mortgage Advisor: Salary: £27,000 per annum OTE of £30,000 Hours: Monday – Friday, 9am – 5.30pm and 11am – 7.30pm and 1 in 4 Saturday\’s 9am – 1pm Contract Type: Permanent Location: Fareham, Hampshire (you must live within a 30 minute commute of PO15) Once you are a qualified Mortgage Advisor, your commission structure increases (the average OTE is £65,000) Continued learning and development Free onsite parking Access to Employee Assistance ProgrammeKey Responsibilities of a Trainee Mortgage Advisor: Outbound calling prospective customers Calling warm leads through a dialer system (customers looking at mortgage rates) Passing customers through to speak to a fully qualified mortgage advisor Acting in accordance with regulatory procedures Responding to customer enquiries and identifying customer needsKey Skills and Experience of a Trainee Mortgage Advisor: You should have a strong track record in generating sales or be target-driven You should ideally have a finance or business degree (this is not essential but is preferred) You need to be willing to study for your CeMAP qualification if you are not already studying for this (some studying time is provided during working hours) Previous telephone-based experience is preferred Being proactive with the ability to use your own initiative is required Being organised with the ability to manage your own workload is requiredIf you are interested in this position and have the relevant skills and experience required, please apply now! Red Recruitment (Agency)

Trainee Mortgage Advisor employer: Red Recruitment

Join an award-winning mortgage brokerage in Fareham, where your career as a Trainee Mortgage Advisor can flourish. With a supportive work culture that prioritises continuous learning and development, you will benefit from a competitive salary structure, free onsite parking, and access to an Employee Assistance Programme. This is an excellent opportunity for motivated individuals to grow within a thriving company that values your success and offers substantial earning potential as you progress.
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Contact Detail:

Red Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the mortgage industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in becoming a Mortgage Advisor.

✨Tip Number 2

Network with professionals already working in the mortgage sector. Attend local finance or business events in Fareham to make connections that could provide insights or even referrals for your application.

✨Tip Number 3

Prepare for potential role-play scenarios during interviews, as they may assess your sales skills through practical exercises. Practising these scenarios with friends or mentors can boost your confidence.

✨Tip Number 4

Showcase your target-driven mindset by sharing specific examples of how you've met or exceeded sales targets in previous roles. This will highlight your suitability for the Trainee Mortgage Advisor position.

We think you need these skills to ace Trainee Mortgage Advisor

Sales Experience
Target-Driven Mindset
Communication Skills
Customer Service Skills
Proactive Approach
Organisational Skills
Ability to Work Independently
Telephone-Based Experience
Understanding of Regulatory Procedures
Problem-Solving Skills
Time Management
Attention to Detail
Willingness to Learn
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any sales experience or relevant qualifications, especially in business or finance. Use keywords from the job description to demonstrate that you meet the requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your target-driven nature and willingness to study for the CeMAP qualification, as these are key aspects of the position.

Highlight Relevant Skills: In your application, emphasise skills such as proactive communication, organisation, and the ability to manage your workload. These traits are essential for a Trainee Mortgage Advisor and should be clearly articulated.

Proofread Your Application: Before submitting, 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 Red Recruitment

✨Show Your Sales Skills

Since the role is sales-focused, be prepared to discuss your previous sales experience. Highlight specific achievements and how you met or exceeded targets in past roles.

✨Demonstrate Your Willingness to Learn

Express your enthusiasm for studying towards the CeMAP qualification. Mention any relevant coursework or self-study you've undertaken, showing that you're committed to professional development.

✨Prepare for Common Questions

Anticipate questions related to customer service and handling objections. Practice responses that showcase your problem-solving skills and ability to identify customer needs.

✨Research the Company

Familiarise yourself with the mortgage brokerage's history, values, and recent achievements. This will help you tailor your answers and demonstrate genuine interest in the company during the interview.

Trainee Mortgage Advisor
Red Recruitment
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  • Trainee Mortgage Advisor

    Hampshire
    Full-Time
    21600 - 37800 £ / year (est.)

    Application deadline: 2027-07-20

  • R

    Red Recruitment

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