Trainee Mortgage Advisor

Trainee Mortgage Advisor

Chelmsford Full-Time 20000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, provide mortgage advice, and build relationships with the Estate Agency team.
  • Company: Join Abbotts, a supportive company dedicated to your career growth in the mortgage industry.
  • Benefits: Enjoy competitive salary, industry-leading training, and all-expense paid trips for top achievers.
  • Why this job: Kickstart your career with structured progression and a friendly, motivating environment.
  • Qualifications: A positive attitude, strong sales skills, and a full UK driving licence are essential.
  • Other info: We celebrate diversity and encourage everyone to apply, even if you don't meet every requirement.

The predicted salary is between 20000 - 30000 £ per year.

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

Abbotts in Colchester offers structured and transparent progression opportunities:

  • Competitive basic salary
  • OTE year one £25k-£30k realistic and achievable
  • Warm leads
  • Industry leading training
  • Agile and nimble IT systems

What’s in it for you as our Trainee Mortgage Advisor?

  • Full support and training provided to become CF1 & CF6 qualified and achieve CAS/RMA status.
  • Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
  • Transparent and fair progression structure allowing you to forge a true career.
  • Highly skilled and experienced management team.
  • Central Admin Support and agile IT tools to help you succeed.
  • Supportive, encouraging and rewarding environment – We invest in you!
  • All-expense paid trips for top achievers.

Key responsibilities of a Trainee Mortgage Advisor:

  • Building relationships with the Estate Agency team through training and support.
  • Take part in regular team meetings to discuss best practice and build relationships.
  • You will conduct 2 to 3 appointments a day.
  • Providing advice on a range of products and services to meet your customers’ needs.
  • You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment.

Skills and experience required to be a successful Trainee Mortgage Advisor:

  • Resilient, positive and a friendly can-do attitude.
  • Strong track record in generating new sales and following through to completion.
  • Motivated to be successful.
  • Always doing the right thing by the customer.
  • Able to work under pressure and build strong alliances.
  • Attention to detail.
  • Good customer service skills.
  • Full UK driving licence.

Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

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Contact Detail:

Countrywide Mortgage Services 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 and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in becoming a Trainee Mortgage Advisor.

✨Tip Number 2

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

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle customer inquiries or build relationships with estate agents, as these are key aspects of the job.

✨Tip Number 4

Showcase your resilience and positive attitude in conversations with recruiters. Share examples from your past experiences where you've overcome challenges, as this aligns with the qualities they are looking for in a successful candidate.

We think you need these skills to ace Trainee Mortgage Advisor

Resilience
Positive Attitude
Strong Communication Skills
Customer Service Skills
Sales Generation
Attention to Detail
Relationship Building
Motivation to Succeed
Ability to Work Under Pressure
Team Collaboration
Time Management
Problem-Solving Skills
Adaptability
Full UK Driving Licence

Some tips for your application 🫡

Understand the Role: Read the job description carefully to grasp the key responsibilities and required skills for the Trainee Mortgage Advisor position. Tailor your application to highlight how your experiences align with these requirements.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, skills, and achievements. Emphasise any customer service roles or sales experience, as these are crucial for this position.

Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of the job that excite you, such as the training opportunities and career progression, and explain why you would be a great fit.

Highlight Your Soft Skills: Given the importance of building relationships and providing excellent customer service in this role, make sure to showcase your soft skills. Use examples from past experiences to demonstrate your resilience, positive attitude, and ability to work under pressure.

How to prepare for a job interview at Countrywide Mortgage Services

✨Understand the Role

Make sure you thoroughly understand the responsibilities of a Trainee Mortgage Advisor. Familiarise yourself with the key tasks, such as building relationships and providing advice on products. This will help you answer questions confidently.

✨Show Your Motivation

Demonstrate your motivation to succeed in a results-driven environment. Share examples from your past experiences where you've shown resilience and a positive attitude, especially in challenging situations.

✨Prepare Questions

Prepare thoughtful questions to ask during the interview. This shows your interest in the role and the company. You might ask about the training process or how success is measured for a Trainee Mortgage Advisor.

✨Highlight Customer Service Skills

Emphasise your customer service skills and attention to detail. Be ready to discuss how you've successfully interacted with customers in the past and how you ensure their needs are met.

Trainee Mortgage Advisor
Countrywide Mortgage Services
Location: Chelmsford
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