Trainee Mortgage Advisor

Trainee Mortgage Advisor

Sheffield Internship 24000 - 36000 £ / year (est.) No home office possible
P

At a Glance

  • Tasks: Join our team as a Trainee Mortgage Advisor, handling client enquiries and learning from experienced advisors.
  • Company: A well-established mortgage broker in Sheffield with a friendly team of over 50 employees.
  • Benefits: Receive comprehensive training, work in a supportive environment, and enjoy career progression opportunities.
  • Why this job: Kickstart your career in finance while developing valuable skills in a dynamic, fast-paced setting.
  • Qualifications: Ideal candidates have a background in financial services, strong communication skills, and a positive attitude.
  • Other info: Due to high application volumes, only those with relevant experience will be contacted.

The predicted salary is between 24000 - 36000 £ per year.

An opportunity to join a well-established mortgage broker in Sheffield with 50+ employees. They are looking for a Trainee Mortgage Advisor to join their friendly team, initially as a member of their frontline team. If you are someone who is confident speaking over the phone to a variety of people and thrive in busy environments, they train you up to become a Mortgage Advisor so you can start your career in a supportive environment.

Some Duties for the Trainee Mortgage Advisor:

  • Recording and updating the lead enquiries on our database
  • Conducting fact finds
  • Emailing a confirmation of appointment to the client
  • Liaising with the mortgage lender, client, valuer and solicitor and keeping the mortgage advisor informed
  • Learning from the Mortgage Advisors and widening their knowledge and skills
  • Taking daily direction and guidance from the Mortgage Advisors

Skills required for the Trainee Mortgage Advisor:

  • A background in financial services/banking would be ideal, particularly in mortgages or property.
  • Confident verbal and written communication
  • Good telephone manner, someone who enjoys speaking to people over the phone
  • Ability to work in a fast-paced, high pressure environment
  • A positive outlook, enthusiasm to learn and a drive to progress!

We get a lot of applicants on our Trainee Mortgage Advisor roles so cannot respond to everybody - as long as you hold experience then you will receive a call from us.

Trainee Mortgage Advisor employer: Placing Faces

Join a thriving mortgage broker in Sheffield, where you'll be part of a supportive and friendly team dedicated to your growth as a Trainee Mortgage Advisor. With comprehensive training, a positive work culture, and ample opportunities for career progression, this role offers a rewarding start to your financial services career in a dynamic environment.
P

Contact Detail:

Placing Faces 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 show your genuine interest in the role.

✨Tip Number 2

Practice your telephone communication skills. Since the role involves a lot of phone interaction, being able to convey information clearly and confidently will set you apart from other candidates.

✨Tip Number 3

Network with professionals in the financial services sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities.

✨Tip Number 4

Demonstrate your enthusiasm for learning during any interactions with the company. Showing that you're eager to absorb knowledge and grow within the role can make a strong impression.

We think you need these skills to ace Trainee Mortgage Advisor

Verbal Communication Skills
Written Communication Skills
Telephone Etiquette
Customer Service Skills
Attention to Detail
Time Management
Ability to Work Under Pressure
Teamwork
Adaptability
Enthusiasm for Learning
Knowledge of Financial Services
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any relevant experience in financial services or banking, especially if you have worked with mortgages or property. Emphasise your communication skills and ability to thrive in busy environments.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and your eagerness to learn. Mention specific skills that align with the job description, such as your confident telephone manner and positive outlook.

Highlight Relevant Skills: In your application, clearly outline your verbal and written communication skills. Provide examples of how you've successfully interacted with clients or colleagues in previous roles, particularly in high-pressure situations.

Follow Up: After submitting your application through our website, consider sending a polite follow-up email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.

How to prepare for a job interview at Placing Faces

✨Show Your Communication Skills

As a Trainee Mortgage Advisor, you'll need to demonstrate your confident verbal and written communication skills. Practice speaking clearly and concisely about your experiences, and be ready to engage in a mock phone conversation during the interview.

✨Highlight Relevant Experience

If you have any background in financial services or banking, make sure to mention it. Even if it's not directly related to mortgages, showcasing your understanding of the industry can set you apart from other candidates.

✨Demonstrate Your Enthusiasm to Learn

The role requires a positive outlook and a drive to progress. Be prepared to discuss how you've approached learning in the past and express your eagerness to absorb knowledge from the Mortgage Advisors.

✨Prepare for a Fast-Paced Environment

Since the job involves working in a busy environment, think of examples from your past where you've thrived under pressure. Share these stories to illustrate your ability to handle multiple tasks efficiently.

Trainee Mortgage Advisor
Placing Faces
P
  • Trainee Mortgage Advisor

    Sheffield
    Internship
    24000 - 36000 £ / year (est.)

    Application deadline: 2027-05-10

  • P

    Placing Faces

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>