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For Companies At a Glance
- Tasks: Help clients secure mortgages and manage customer relationships in a fast-paced environment.
- Company: Join a respected financial services firm in Oldham with a strong reputation for quality.
- Benefits: Enjoy a competitive salary, bonuses, mentoring, and a great work/life balance.
- Why this job: Kickstart your career with structured training and clear progression to full Mortgage Advisor status.
- Qualifications: GCSEs in English and Maths; studying or completed CeMAP 1 is essential.
- Other info: Ideal for ambitious individuals passionate about finance and helping others.
The predicted salary is between 24000 - 28000 £ per year.
Location: Oldham, Greater Manchester
Salary: £24,000 basic + Bonuses | OTE £28,000+ | Pension | Life Assurance
Employment Type: Full-Time, Permanent
Progression: Clear route to full Mortgage Advisor status once CeMAP qualified
Kickstart Your Career in Financial Services – Trainee Mortgage Advisor Role Available in Oldham
Are you ambitious, driven, and working towards your CeMAP 1 qualification? Do you have a passion for property, finance, or helping people secure their dream homes? If so, this is your chance to join a respected and supportive financial services firm in Oldham as a Trainee Mortgage Advisor or Trainee Mortgage Broker.
At Cameron James Professional Recruitment, we’re proud to be representing a dynamic and growing mortgage business offering a unique opportunity for entry-level professionals to launch their careers. This Oldham-based position provides a strong foundation for long-term success in the mortgage industry, with structured training, ongoing support, and access to high earnings as you progress.
Key Responsibilities- Manage Remortgage Leads: Proactively follow up on mortgage customer pipelines; send timely communications and ensure client contact within agreed SLAs.
- Customer Relationship Building: Serve as a first point of contact for potential clients, identify needs, and help match them with suitable mortgage and protection services.
- Client Nurturing & CRM Management: Use the CRM system to track, follow up, and nurture client journeys, feeding warm leads back to qualified mortgage advisers.
- Sales Development: Upsell or cross-sell additional products, all while adhering to compliance guidelines and a customer-first approach.
- Understanding of the financial services industry and mortgage market structure.
- Knowledge of regulatory compliance, FCA principles, and ethical conduct.
- Awareness of CeMAP 1 and its foundational relevance to mortgage advice.
- Familiarity with mortgage products, insurance services, and customer outcome principles.
- Excellent verbal and written communication skills, with a positive and proactive attitude.
- Strong IT skills, including experience with CRM systems and Microsoft Office.
- Comfortable working in a fast-paced, telephone-heavy environment.
- Effective at planning, prioritising, and working both independently and in a team.
- Committed to delivering excellent customer service and “Treating Customers Fairly” (TCF).
- Self-motivated, resilient, and eager to progress toward becoming a fully qualified Trainee Mortgage Advisor in Oldham.
- Minimum GCSE (or equivalent) in English and Maths.
- Studying for or already passed CeMAP 1 (essential for progression).
- Previous experience in customer service, sales, or financial administration desirable.
- Based in or near Oldham, or able to reliably commute to the area.
- A strong desire to become a successful Trainee Mortgage Broker or Trainee Mortgage Advisor with high earnings potential.
- Work for a well-known financial services provider in Oldham with a reputation for quality and compliance.
- Fast-track your career into a fully-fledged Mortgage Advisor role once you complete CeMAP 1.
- Competitive salary with realistic high earnings potential as you develop.
- Full mentoring and structured support from experienced advisers and managers.
- Excellent work/life balance and inclusive company culture.
- Join a forward-thinking business in Oldham, with modern systems and an engaging office environment.
Ready to Launch Your Career? If you’re currently working towards CeMAP 1, based in or near Oldham, and eager to start a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker with high earnings and long-term progression, we want to hear from you.
Trainee Mortgage Advisor employer: Cameron James Professional Recruitment
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the mortgage market and financial services industry. Understanding the basics of mortgage products and the regulatory environment will help you stand out during interviews and discussions.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums related to mortgages and finance to build connections that could lead to job opportunities.
✨Tip Number 3
Practice your communication skills, especially over the phone. Since this role involves a lot of client interaction, being articulate and confident on calls will be crucial for success.
✨Tip Number 4
Showcase your customer service experience. Highlight any previous roles where you've successfully managed client relationships, as this is key for a Trainee Mortgage Advisor position.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in customer service or sales. Emphasise any qualifications related to finance or property, and mention your progress towards CeMAP 1.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your desire to help clients. Mention specific skills that align with the job description, such as communication and CRM management.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, like excellent verbal and written communication, IT proficiency, and the ability to work in a fast-paced environment. Provide examples of how you've demonstrated these skills in previous roles.
Show Enthusiasm for Learning: Express your eagerness to learn and grow within the company. Mention your commitment to completing CeMAP 1 and how you see this role as a stepping stone to becoming a fully qualified Mortgage Advisor.
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your CeMAP Basics
Make sure you have a solid understanding of the CeMAP 1 qualification and its relevance to the role. Be prepared to discuss how your studies relate to the mortgage industry and demonstrate your commitment to becoming a qualified Mortgage Advisor.
✨Showcase Your Customer Service Skills
Since this role involves building relationships with clients, be ready to share examples of your previous customer service experiences. Highlight how you've effectively communicated and resolved issues in the past, as this will show your potential employer that you can handle client interactions professionally.
✨Familiarise Yourself with Mortgage Products
Research common mortgage products and services before the interview. Being able to discuss different types of mortgages and their benefits will impress your interviewers and show that you're proactive about understanding the industry.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask during the interview. This could include inquiries about the training process, company culture, or opportunities for progression. Asking questions demonstrates your interest in the role and helps you assess if the company is the right fit for you.
