Trainee Mortgage Advisor

Trainee Mortgage Advisor

Manchester Internship 28000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage solutions and provide top-notch customer service.
  • Company: Join a mission-driven company in Manchester focused on financial inclusion for homeowners.
  • Benefits: Enjoy a competitive salary, up to 25 days off, and a healthcare cash plan.
  • Why this job: Make a real impact while developing your skills in a dynamic environment.
  • Qualifications: CeMAP qualification or commitment to study, plus experience in sales roles required.
  • Other info: Work onsite in Manchester at least three days a week and enjoy various corporate perks.

The predicted salary is between 28000 - 35000 £ per year.

Are you a seeking a Trainee Mortgage Advisor looking to make a real difference? Our client, based in the heart of Manchester City Centre, is on a mission to redefine financial inclusion by offering bespoke lending solutions to UK homeowners. If you're passionate about empowering individuals and fostering financial well-being, this could be the perfect role for you.

This Mortgage Advisor role offers a fantastic basic salary from £28,000 - £35,000 (DOE and qualifications) with an OTE potential of £50,000. You'll enjoy a dynamic and fast-paced environment while being supported in developing your skills and performance.

As a Trainee Mortgage Advisor, you’ll be responsible for:

  • Managing leads through various channels.
  • Delivering excellent customer service by evaluating customer needs and recommending suitable solutions.
  • Observing regulatory and ethical standards in line with SMCR.
  • Adhering to company policies and procedures.
  • Meeting and striving to exceed agreed service levels and targets.
  • Working in accordance with the company’s responsible lending and underwriting policies.

Package and Benefits:

The Trainee Mortgage Advisor role comes with an attractive package, including:

  • Basic salary ranging from £28,000 to £35,000 depending on CeMAP qualification.
  • OTE potential of £50,000, with typical earnings around £41,000.
  • Up to 25 days’ annual leave plus bank holidays, and your birthday off every year.
  • A healthcare cash plan and contributory pension scheme matched up to 5%.
  • Long Service Awards, Cycle to Work scheme, and Life Assurance.

For the Trainee Mortgage Advisor position, our client is looking for:

  • CeMAP qualification or part qualification, or a commitment to study and gain the qualification (training packages provided).
  • At least 12 months experience in an advised sales role.
  • Proven track record of achieving key objectives in a fast-paced environment.
  • Ability to work onsite in Manchester City Centre at least three days per week.
  • Excellent customer service, communication, and decision-making skills.

If you’re a driven Mortgage Advisor looking to join a purpose-driven company and make a real impact, this is the role for you. Take the next step in your career and apply today to join a team that’s committed to redefining financial inclusion.

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Contact Detail:

Fintelligent Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the CeMAP qualification if you haven't already. Understanding the key concepts and regulations will not only boost your confidence but also show potential employers that you're serious about your career in mortgage advising.

✨Tip Number 2

Network with professionals in the financial services industry, especially those who are already working as Mortgage Advisors. Attend local events or join online forums to gain insights and possibly even referrals for job openings.

✨Tip Number 3

Prepare to discuss your experience in sales during interviews. Highlight specific examples where you've met or exceeded targets, as this will demonstrate your ability to thrive in a fast-paced environment, which is crucial for this role.

✨Tip Number 4

Research the company’s values and mission regarding financial inclusion. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show your genuine interest in the role.

We think you need these skills to ace Trainee Mortgage Advisor

CeMAP qualification or commitment to study for it
Customer Service Skills
Communication Skills
Decision-Making Skills
Sales Experience
Ability to Manage Leads
Understanding of Regulatory Standards (SMCR)
Attention to Detail
Time Management
Problem-Solving Skills
Adaptability in a Fast-Paced Environment
Teamwork and Collaboration
Financial Knowledge
Goal-Oriented Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience, especially in advised sales roles. Emphasise any customer service skills and achievements that align with the responsibilities of a Trainee Mortgage Advisor.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial inclusion and your commitment to helping clients. Mention your CeMAP qualification status and how it relates to the role, as well as your motivation to develop in this field.

Highlight Relevant Experience: In your application, clearly outline any previous roles that involved customer interaction or sales. Use specific examples to demonstrate your ability to meet targets and provide excellent service.

Show Enthusiasm for the Role: Express your excitement about the opportunity to work in a dynamic environment and your eagerness to contribute to the company's mission of redefining financial inclusion. This can set you apart from other candidates.

How to prepare for a job interview at Fintelligent

✨Research the Company

Before your interview, take some time to learn about the company’s mission and values. Understanding their approach to financial inclusion will help you align your answers with their goals and demonstrate your genuine interest in the role.

✨Showcase Your Customer Service Skills

As a Trainee Mortgage Advisor, excellent customer service is key. Prepare examples from your past experiences where you successfully addressed customer needs or resolved issues, highlighting your communication and decision-making skills.

✨Prepare for Regulatory Questions

Familiarise yourself with the regulatory and ethical standards relevant to the mortgage industry. Be ready to discuss how you would adhere to these standards in your role, as this shows your commitment to responsible lending practices.

✨Express Your Willingness to Learn

Since the role requires CeMAP qualification or a commitment to study for it, be prepared to discuss your plans for gaining this qualification. Highlight your eagerness to develop your skills and how you plan to contribute to the team’s success.

Trainee Mortgage Advisor
Fintelligent
Location: Manchester
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  • Trainee Mortgage Advisor

    Manchester
    Internship
    28000 - 35000 £ / year (est.)
  • F

    Fintelligent

    50-100
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