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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 known for quality and compliance in Oldham.
- Benefits: Enjoy a competitive salary, bonuses, pension, life assurance, and a great work/life balance.
- Why this job: Fast-track your career to become a fully qualified Mortgage Advisor with structured support.
- Qualifications: Must be studying for or have passed CeMAP 1; customer service experience is a plus.
- Other info: Ideal for ambitious individuals eager to thrive in the mortgage industry.
The predicted salary is between 19200 - 33600 £ 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.
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.
Knowledge & Understanding
- 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.
Professional Skills & Qualities
- 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.
Ideal Candidate Requirements
- 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.
Why Join This Opportunity in Oldham?
- 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.
Don’t miss this incredible opportunity in Oldham to start your journey toward becoming a top-performing Trainee Mortgage Advisor. Apply today and take the first step toward a career that offers challenge, reward, and exceptional progression.
Trainee Mortgage Advisor employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as mortgage advisors. Attend local events or join online forums to connect with them and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Practice your communication skills, particularly over the phone. Since the role involves a lot of client interaction, being articulate and confident on calls will set you apart from other candidates.
✨Tip Number 4
Showcase your customer service experience during any informal discussions or networking opportunities. Highlighting your ability to build relationships and provide excellent service can make a strong impression.
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 showcase your communication skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the mortgage industry and your ambition to become a Trainee Mortgage Advisor. Mention your progress towards CeMAP 1 and how you can contribute to the company’s success.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as strong IT abilities, CRM experience, and excellent verbal and written communication. 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 financial services sector. Mention your commitment to completing CeMAP 1 and your desire to develop into a fully qualified Mortgage Advisor.
How to prepare for a job interview at Cameron James
✨Know Your CeMAP Basics
Make sure you have a solid understanding of the CeMAP 1 qualification and its relevance to the role. Brush up on key concepts related to mortgage advice, as this will show your commitment and readiness to learn.
✨Demonstrate Customer Service Skills
Prepare examples from your past experiences that highlight your customer service skills. This role is all about building relationships, so showcasing your ability to connect with clients will be crucial.
✨Familiarise Yourself with Mortgage Products
Research different types of mortgage products and insurance services. Being able to discuss these confidently during the interview will demonstrate your initiative and interest in the financial services industry.
✨Show Enthusiasm for the Role
Express your passion for helping people secure their dream homes and your eagerness to progress in the mortgage industry. A positive attitude can make a significant difference in how interviewers perceive you.
