Trainee Mortgage Adviser

Trainee Mortgage Adviser

London Internship 24000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Become a Trainee Mortgage Adviser, helping clients with mortgage and protection advice.
  • Company: Join an award-winning, directly authorised Mortgage and Insurance Broker expanding across the UK.
  • Benefits: Enjoy remote work, full training, and potential earnings of £40,000+ in your first year.
  • Why this job: Gain industry-recognised qualifications while receiving ongoing support and training in a dynamic environment.
  • Qualifications: No prior experience needed; banking or sales background is a plus, along with CeMAP certification.
  • Other info: Perfect for Ex Forces personnel seeking a new career path in finance.

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

A Trainee Mortgage and Protection Adviser position is available UK wide, remote and home based. Full training is provided, and you will gain the industry recognised Cert Pro qualifications.

The role includes additional training on:

  • Estate Planning
  • Trust provision
  • Will Writing
  • Business Protection
  • Commercial Mortgages
  • General Insurance

There is also ongoing training on business development, marketing, and IT, along with administration and case management support.

This role would suit ex-forces personnel looking to move into mortgage or financial advice. Previous experience in banking or sales and possessing CeMAP is advantageous but not essential.

You will benefit from the support of the management and administration teams and ongoing training.

For more information on this position, please forward your CV to Douglas McDougall.

Trainee Mortgage Adviser employer: Pinstripe Personnel

As an award-winning Mortgage and Insurance Broker, we pride ourselves on being an excellent employer, offering a supportive remote work environment that fosters professional growth. With comprehensive training programmes leading to industry-recognised qualifications and ongoing development opportunities, our team members can achieve impressive earnings potential while enjoying a culture that values collaboration and innovation. Join us and be part of a dynamic team that is committed to your success and well-being.
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Contact Detail:

Pinstripe Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Adviser

✨Tip Number 1

Familiarise yourself with the mortgage and protection industry. Understanding key terms, processes, and current market trends will help you stand out during interviews and discussions.

✨Tip Number 2

Network with professionals in the field. Join online forums or local meetups related to mortgage advising to gain insights and potentially find a mentor who can guide you through the application process.

✨Tip Number 3

Prepare for role-specific scenarios. Think about how you would handle common situations faced by mortgage advisers, such as client queries or financial assessments, to demonstrate your problem-solving skills.

✨Tip Number 4

Show enthusiasm for continuous learning. Highlight your willingness to pursue additional qualifications and training, as this aligns with the company's commitment to ongoing professional development.

We think you need these skills to ace Trainee Mortgage Adviser

Communication Skills
Customer Service Skills
Sales Skills
Attention to Detail
Analytical Skills
Time Management
Problem-Solving Skills
Understanding of Financial Products
Negotiation Skills
Adaptability
Teamwork
IT Proficiency
Networking Skills
Learning Agility

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trainee Mortgage Adviser. Familiarise yourself with the skills needed, such as customer service and financial knowledge.

Tailor Your CV: Customise your CV to highlight relevant experience, even if it's from different fields. Emphasise any customer-facing roles or sales experience, and mention any qualifications like CeMAP if you have them.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Explain why you're interested in becoming a Mortgage Adviser and how your background makes you a suitable candidate.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.

How to prepare for a job interview at Pinstripe Personnel

✨Understand the Mortgage Industry

Familiarise yourself with the basics of mortgages and protection products. Knowing key terms and concepts will help you engage in meaningful conversations during the interview.

✨Highlight Relevant Experience

Even if you don't have direct experience in mortgages, emphasise any transferable skills from previous roles, especially in banking or sales. This shows your potential to adapt and succeed in the new role.

✨Show Enthusiasm for Learning

Since this position offers full training, express your eagerness to learn and grow within the industry. Mention any relevant courses or qualifications you are interested in, like the Cert Pro.

✨Prepare Questions

Have a few thoughtful questions ready about the company culture, training opportunities, and career progression. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.

Trainee Mortgage Adviser
Pinstripe Personnel
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  • Trainee Mortgage Adviser

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

    Application deadline: 2027-06-11

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    Pinstripe Personnel

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