Trainee Mortgage Advisor

Trainee Mortgage Advisor

Sheffield Full-Time 18000 - 27000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a friendly team and learn the ins and outs of mortgage advising.
  • Company: An innovative, award-winning mortgage broker based in Sheffield.
  • Benefits: Enjoy a competitive salary, bonuses, and study support for your CeMAP qualification.
  • Why this job: Kickstart your career in finance with unlimited growth opportunities and a supportive environment.
  • Qualifications: Exceptional organisational skills and a passion for helping First Time Buyers are essential.
  • Other info: Hybrid working available after probation; equal opportunities employer.

The predicted salary is between 18000 - 27000 £ per year.

Trainee Mortgage Advisor – Permanent/Full Time Do you dream of stepping into a rewarding career that offers both personal and professional growth within the financial industry? Well, look no further! Due to an exciting period of growth and expansion, a fantastic opportunity has arisen for a Trainee Mortgage Advisor to join an innovative, award-winning mortgage broker in Sheffield. This role will have you joining a close-knit, friendly team where both personal and career development will be at the heart of your journey – it\’s the perfect gift for your future! The Role: The Trainee Mortgage Advisor position is part of a Progression Programme designed to guide you on your journey to becoming a fully qualified Mortgage Advisor. You\’ll be learning all the \”magic\” behind the mortgage world, starting with the basics and advancing as you go. At the heart of your training, you\’ll gain a deep understanding of the Shared Ownership scheme and learn how to support customers and clients by: Being the go-to contact for clients, ensuring their case progresses smoothly. Conducting affordability checks for Housing Associations on behalf of Homes England. Reviewing key information to match customers with suitable lenders. Gathering and understanding required documentation to help customers move forward on their journey to homeownership. Your Future Path: As you gain experience, you\’ll receive full support with your CeMAP qualification (paid for by the company!), and once completed, you\’ll receive further training before starting to advise your own clients under supervision. Your ultimate goal? Achieving Competent Status and becoming a fully qualified Mortgage Advisor. To be successful in this role, you\’ll need: Exceptional organisational skills to stay ahead of the game. Excellent customer service skills – you\’ll need to bring joy to every interaction! Empathy and a genuine passion for helping First Time Buyers fulfill their homeownership dreams. Analytical thinking to review customer information and find the best solutions. Focus and determination to meet deadlines in a fast-paced, target-driven environment. What\’s in it for you? Permanent, full-time opportunity. Starting salary: £22,500 + monthly bonus (£300-£400) (OTE £27,500). Competitive salary increases once you hit \’Competent Status\’ as an Advisor, with an additional bonus scheme designed by current advisors, making your OTE up to £70,000. Company pension plan. Study support for your CeMAP qualification, plus they will cover the costs! Office-based – Hybrid after probation Sheffield S11. Unlimited growth opportunities to progress within the company as your skills develop. Tech and admin systems designed to let you focus on quality advice, not paperwork! If you have a passion for helping others, the drive to excel in a rewarding industry, and the ambition to build a fulfilling career, this Trainee Mortgage Advisor could be for you! Don\’t wait—apply today and take the first step toward an exciting future in the financial industry! At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer. Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful. #J-18808-Ljbffr

Trainee Mortgage Advisor employer: Austin Fraser

Join an innovative and award-winning mortgage broker in Sheffield as a Trainee Mortgage Advisor, where personal and professional growth is at the forefront of our work culture. With a supportive team environment, comprehensive training, and a clear progression path towards becoming a fully qualified Mortgage Advisor, we offer unlimited opportunities for career advancement. Enjoy competitive salaries, bonuses, and study support for your CeMAP qualification, all while making a meaningful impact in helping First Time Buyers achieve their homeownership dreams.
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Contact Detail:

Austin Fraser 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, especially the Shared Ownership scheme. Understanding these concepts will not only help you during interviews but also show your genuine interest in the role.

✨Tip Number 2

Network with current Mortgage Advisors or professionals in the financial sector. Engaging in conversations can provide valuable insights and may even lead to referrals that could boost your application.

✨Tip Number 3

Demonstrate your customer service skills in any interactions you have with the company. Whether it's through a phone call or an email, showing empathy and a passion for helping others can set you apart from other candidates.

✨Tip Number 4

Prepare for potential interview questions by practising your responses to common scenarios faced by Mortgage Advisors. This will help you articulate your analytical thinking and problem-solving skills effectively.

We think you need these skills to ace Trainee Mortgage Advisor

Exceptional Organisational Skills
Excellent Customer Service Skills
Empathy
Analytical Thinking
Attention to Detail
Time Management
Communication Skills
Problem-Solving Skills
Ability to Work Under Pressure
Understanding of Financial Products
Teamwork
Adaptability
Motivation to Learn
Client Relationship Management

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Mortgage Advisor. Familiarise yourself with the key skills required, such as exceptional organisational skills and excellent customer service abilities.

Tailor Your CV: Craft your CV to highlight relevant experience and skills that align with the job description. Emphasise any customer service roles or experiences that showcase your empathy and passion for helping others.

Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the financial industry. Mention your desire for personal and professional growth, and how you can contribute to the team’s success.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.

How to prepare for a job interview at Austin Fraser

✨Show Your Passion for Helping Others

As a Trainee Mortgage Advisor, your role revolves around assisting clients in achieving their homeownership dreams. Make sure to express your genuine passion for helping others during the interview. Share any relevant experiences where you've made a positive impact on someone's life.

✨Demonstrate Organisational Skills

Exceptional organisational skills are crucial for this role. Prepare examples of how you've successfully managed multiple tasks or projects in the past. This will show that you can handle the fast-paced, target-driven environment expected in the mortgage industry.

✨Understand the Mortgage Process

Familiarise yourself with the basics of the mortgage process, including affordability checks and the Shared Ownership scheme. Being able to discuss these topics confidently will demonstrate your commitment to learning and your readiness to dive into the role.

✨Prepare Questions for the Interviewers

Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, training opportunities, and career progression. This shows your interest in the role and helps you assess if the company is the right fit for you.

Trainee Mortgage Advisor
Austin Fraser
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  • Trainee Mortgage Advisor

    Sheffield
    Full-Time
    18000 - 27000 £ / year (est.)

    Application deadline: 2027-06-18

  • A

    Austin Fraser

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