At a Glance
- Tasks: Connect with clients and guide them through the mortgage process.
- Company: Join Capricorn Financial Consultancy, London's largest independent mortgage brokerage.
- Benefits: Enjoy comprehensive training, mentorship, and a clear career progression path.
- Why this job: Unleash your entrepreneurial spirit in a dynamic environment with uncapped earnings potential.
- Qualifications: Recent graduates or those with 1-3 years in sales, finance, or real estate are welcome.
- Other info: Gain a Mortgage qualification before starting; previous experience is a plus but not essential.
The predicted salary is between 40000 - 50000 £ per year.
Are you a recent graduate or early-career professional eager to launch a career in financial services? Do you have an interest in property or finance and enjoy building strong client relationships? If so, we have an exciting opportunity for you.
Capricorn Financial Consultancy, London’s largest independent mortgage brokerage, is expanding. With offices in London, Singapore, Hong Kong and Shanghai, we specialise in securing UK mortgage financing for both domestic and international clients. As our UK team continues to grow, we’re looking for ambitious individuals to join us in our Hammersmith office. This is a commission-only role, ideal for entrepreneurial self-starters who want to take charge of their own success.
- Year 1 earnings: £40,000 – £50,000
- Year 2: £80,000 – £120,000
- Year 3: £150,000+
- Year 4+: £200,000+
- Top performers can earn £500k+ annually.
What We Offer:
- Comprehensive training and mentorship from industry experts
- A clear pathway for career progression, with opportunities to specialise or move into management
- A dynamic, fast-paced environment where high performers thrive
- The chance to develop expertise in the UK mortgage market and work with high-net-worth clients.
Key Responsibilities:
- Connect with prospective clients and explain suitable mortgage options
- Support clients throughout the mortgage process from enquiry to completion
- Nurture relationships with introducers to generate high-quality leads
- Spot opportunities for cross-sales and referrals
- Liaise with lenders, solicitors, and other key parties to ensure smooth delivery
Who We're Looking For:
- Recent graduates or individuals with 1-3 years of experience in sales, finance, or real estate
- Strong communication skills (both written and verbal)
- Self-motivated and goal-oriented individuals with a strong work ethic
- Ability to manage multiple tasks and work effectively under pressure
- Keen interest in the UK property and mortgage market
Skills & Experience:
- You will be required to gain a Mortgage qualification prior to starting, either CeMap or RO1; the interview process can still be completed and if offered your start date will be pending qualification.
- Previous experience in sales, real estate, or financial services is an advantage but not essential.
Why Join Us?
This is not just a job – it’s a career opportunity with uncapped earnings and rapid career progression. If you have the drive, we provide the tools, training, and support to help you succeed.
Applicants must have the right to work in the UK without sponsorship.
Graduate Trainee Mortgage Advisor employer: DG Partnership Ltd
Contact Detail:
DG Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Trainee Mortgage Advisor
✨Tip Number 1
Network with professionals in the financial services and mortgage sectors. Attend industry events or join relevant online forums to connect with potential mentors and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the UK mortgage market by reading up on current trends, regulations, and key players. This knowledge will help you stand out during interviews and demonstrate your genuine interest in the field.
✨Tip Number 3
Consider shadowing a mortgage advisor or seeking internships in related fields. This hands-on experience can provide valuable insights and make you a more attractive candidate.
✨Tip Number 4
Prepare for the interview by practising common questions related to sales and client management. Show your enthusiasm for helping clients navigate the mortgage process and your ability to build strong relationships.
We think you need these skills to ace Graduate Trainee Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Graduate Trainee Mortgage Advisor. Emphasise any sales, finance, or real estate experience, even if it's from internships or part-time jobs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your interest in property and mortgages. Mention why you want to work for Capricorn Financial Consultancy specifically and how you can contribute to their team.
Highlight Communication Skills: Since strong communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively, both in writing and verbally. This could be through previous roles, projects, or presentations.
Showcase Your Motivation: Express your self-motivation and goal-oriented mindset in your application. Share specific instances where you've taken initiative or set and achieved personal goals, as this aligns with the entrepreneurial spirit they are looking for.
How to prepare for a job interview at DG Partnership Ltd
✨Research the Company
Before your interview, take some time to learn about Capricorn Financial Consultancy. Understand their services, values, and recent news. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Common Questions
Anticipate questions related to your motivation for joining the financial services sector, your understanding of the mortgage market, and how you plan to build client relationships. Practising your responses can boost your confidence.
✨Showcase Your Communication Skills
As a Mortgage Advisor, strong communication is key. During the interview, demonstrate your ability to articulate ideas clearly and listen actively. Use examples from your past experiences to highlight these skills.
✨Express Your Entrepreneurial Spirit
Since this role is commission-only and requires self-motivation, share examples of times when you've taken initiative or demonstrated entrepreneurial thinking. This will show that you're ready to take charge of your own success.