Trainee Mortgage Advisor

Trainee Mortgage Advisor

Welling Full-Time 27000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage solutions and build lasting relationships.
  • Company: Join the number 1 mortgage broker on Trust Pilot and kickstart your career.
  • Benefits: Enjoy 33 days holiday, birthday off, pension, life insurance, and exciting incentives.
  • Why this job: Gain a recognised qualification while making a real impact in people's lives.
  • Qualifications: Sales experience and a passion for helping others are essential; driving licence preferred.
  • Other info: Flexible work pattern with opportunities for growth and development.

The predicted salary is between 27000 - 36000 £ per year.

A fantastic opportunity for a Trainee Mortgage Advisor to join a number 1 mortgage broker according to Trust Pilot!

Basic Salary: £27,000

On Target Earnings: £45,000 - £60,000

Location: Welling

Work Pattern: 5 days per week including some Saturdays (typically 1-2 Saturdays off per month depending on the role/office)

Special Requirements: A full driving licence and your own vehicle is preferred as the options are greater if you can drive.

The client is looking for great people who they can sponsor and train to achieve the professionally recognised mortgage qualification, CeMAP. If you have that special something and have a proven sales record, they would be delighted in helping you through your qualification.

Benefits:

  • 33 days paid Holiday
  • Extra day off for your birthday
  • Pension
  • Life Insurance
  • Company Rewards and Incentives
  • Structured Career Path
  • Employee Assistance Scheme

The Role:

  • Meet with lots of different clients (either face to face or virtually) and make sure they give them the best possible mortgage advice and protection (you will learn more about these as you develop your skills).
  • Seek out the best financial and mortgage solutions for our customers.
  • Advising on and selling associated insurance products from the market leading Legal & General.
  • Meeting and exceeding targets.
  • Work closely with our estate agency colleagues and help them maximise any new leads and opportunities.
  • Build great relationships that mean customers come back to us time and time again.
  • Work with our existing client base! Very often they are a great source of new and unexpected business.
  • Liaise with lenders to make sure we keep up to date with new products (we have access to the whole of market which means we truly can personalise each deal).
  • Work closely with our Admin Support Team ensuring our cases are completed and FCA compliant.

So, what do I need?

  • To be people and customer focused.
  • Bags of drive, motivation and passion to succeed.
  • Focused on turning the 'ordinary' into the 'extraordinary' and not be afraid of hard work.
  • Ideally, to be able to drive, as there will be times later on in your career when you need to help out neighbouring offices and also attend regular sales meetings.
  • And yes, you will be the type of person that would love seeing your customers’ eyes light up when you help them finance their perfect property!

Trainee Mortgage Advisor employer: Humphrey & Kirk - Specialists in Property Recruitment

Join a leading mortgage broker in Welling, where your career as a Trainee Mortgage Advisor can flourish in a supportive and dynamic environment. With a structured career path, comprehensive training for the CeMAP qualification, and generous benefits including 33 days of paid holiday and an extra day off for your birthday, we prioritise employee growth and well-being. Our vibrant work culture encourages collaboration and innovation, ensuring that you not only meet but exceed your potential while making a meaningful impact on our clients' lives.
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Contact Detail:

Humphrey & Kirk - Specialists in Property Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Network with professionals in the mortgage and finance industry. Attend local events or join online forums where you can connect with experienced advisors who can share insights and potentially refer you to opportunities.

✨Tip Number 2

Familiarise yourself with the CeMAP qualification and its requirements. Understanding what it entails will not only prepare you for the role but also show your commitment to potential employers.

✨Tip Number 3

Demonstrate your sales skills by sharing specific examples of how you've successfully met targets in previous roles. This will highlight your ability to thrive in a performance-driven environment.

✨Tip Number 4

Showcase your customer service skills by preparing to discuss how you've built relationships with clients in the past. Emphasising your people-focused approach will resonate well with the hiring team.

We think you need these skills to ace Trainee Mortgage Advisor

Customer Service Skills
Sales Skills
Communication Skills
Relationship Building
Attention to Detail
Problem-Solving Skills
Time Management
Negotiation Skills
Financial Knowledge
Adaptability
Teamwork
Motivation and Drive
Understanding of Mortgage Products
Compliance Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience, especially in sales or customer service. Emphasise any achievements that demonstrate your ability to meet targets and build relationships.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients and your motivation to succeed in the mortgage industry. Mention why you are interested in this specific role and how you align with the company's values.

Highlight Relevant Skills: In your application, focus on skills that are crucial for a Trainee Mortgage Advisor, such as communication, problem-solving, and a customer-focused approach. Provide examples of how you've demonstrated these skills in past roles.

Show Enthusiasm for Learning: Express your eagerness to learn and grow within the role, particularly regarding the CeMAP qualification. Mention any previous experiences where you successfully adapted to new challenges or learned new skills.

How to prepare for a job interview at Humphrey & Kirk - Specialists in Property Recruitment

✨Show Your Passion for Customer Service

As a Trainee Mortgage Advisor, you'll be working closely with clients. Make sure to express your enthusiasm for helping people and how you can make their mortgage journey smoother. Share any relevant experiences where you've gone above and beyond for customers.

✨Demonstrate Your Sales Skills

Since the role requires a proven sales record, prepare examples of your past achievements in sales. Highlight specific situations where you met or exceeded targets, and explain the strategies you used to achieve those results.

✨Research the Company and Industry

Familiarise yourself with the mortgage industry and the specific services offered by the company. Understanding their position as a top-rated broker will help you answer questions more effectively and show your genuine interest in the role.

✨Prepare Questions to Ask

Interviews are a two-way street. Prepare thoughtful questions about the company's culture, training opportunities, and career progression. This shows that you're serious about your future with them and eager to learn more about the role.

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