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- Tasks: Become a fully qualified Mortgage & Protection Adviser, helping customers with their mortgage needs.
- Company: Join one of the UK's leading mortgage providers and kickstart your financial services career.
- Benefits: Enjoy a competitive salary, extensive training, and the option to work from home after training.
- Why this job: This role offers growth, excellent earnings potential, and a supportive culture focused on your development.
- Qualifications: No prior experience needed, just a passion for customer service and sales.
- Other info: Mandatory 16 weeks of office training in Milton Keynes; no holidays allowed during this period.
The predicted salary is between 22500 - 35000 £ per year.
An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK’s leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.
Enhanced Salary & Guarantee Structure:
- During the first 16 weeks of training, a basic salary of: £25,500 per annum.
- From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum.
- From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum.
- From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum.
- From month 17, £25K basic salary plus unlimited commission, earn a realistic OTE of £45K+.
Contract Basis: Full time, permanent, employed role.
Location: Initially office based for the first 16 weeks of training at our Academy Centre in Milton Keynes but once qualified, home working will be available. You will however need to live within a 1-hour commute of Milton Keynes to ease commuting in the initial training stages and you must have use of your own car to be able to get to our training center.
Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change.
Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme.
CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for.
Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered.
Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required.
Timeline: Immediate interviews with a start date of September 2025.
The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised.
Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy.
Required knowledge, skills, and qualifications:
- A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
- A strong track record in customer service and sales.
- Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
- Organised, and adopts a disciplined and structured approach to work.
- Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.
Benefits:
- Extensive induction & training coupled with an outstanding development program.
- 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off).
- Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business.
- Contributory workplace pension.
- Generous staff referral bonus scheme.
- Outstanding commission earnings (our top performers earn in excess of £65K PA).
- 24-hour Employee Wellbeing Support service available.
- Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets.
- Home based working once training completed.
Please be aware that you are required to attend 16 weeks of office-based training in Milton Keynes and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period.
APPLY NOW or if you have any questions then feel free to call our Internal recruitment team for more information.
Trainee Mortgage Adviser employer: Northampton Business Directory
Contact Detail:
Northampton Business Directory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Adviser
✨Tip Number 1
Research the mortgage industry and current market trends. Being knowledgeable about the financial services sector will not only help you during interviews but also demonstrate your genuine interest in becoming a Mortgage Adviser.
✨Tip Number 2
Network with professionals already working in the financial services field. Attend industry events or join online forums to connect with experienced advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare for the telephone-based nature of the role by practising your communication skills. Engage in mock calls with friends or family to enhance your ability to explain complex information clearly and concisely.
✨Tip Number 4
Familiarise yourself with the qualifications required, such as CF1 and CF6. Understanding the qualifications process will show your commitment to professional development and readiness to take on the training offered.
We think you need these skills to ace Trainee Mortgage Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Trainee Mortgage Adviser position. Understand the responsibilities, required skills, and the training process involved. This will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in customer service and sales. Use specific examples to demonstrate your track record in these areas, as they are crucial for this role.
Showcase Communication Skills: Since this is a telephone-based role, it's important to highlight your communication skills. Provide examples of how you've successfully explained complex information clearly in past roles, whether in customer interactions or presentations.
Tailor Your Application: Make sure your CV and cover letter are tailored specifically for this position. Use keywords from the job description and align your skills and experiences with what the company is looking for in a candidate.
How to prepare for a job interview at Northampton Business Directory
✨Research the Company
Before your interview, take some time to learn about the mortgage provider and its values. Understanding their mission and services will help you tailor your answers and show genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to customer service and sales experience, as these are crucial for the Trainee Mortgage Adviser role. Be ready to provide specific examples that demonstrate your skills and achievements in these areas.
✨Showcase Your Communication Skills
Since this is a telephone-based role, practice articulating your thoughts clearly and concisely. You might be asked to explain complex information, so demonstrating your ability to simplify concepts will be key.
✨Highlight Your Organisational Skills
The role requires a disciplined and structured approach to work. Be prepared to discuss how you manage your time and tasks effectively, especially in a fast-paced environment like financial services.
