Graduate Trainee Mortgage Advisor

Graduate Trainee Mortgage Advisor

City of London Full-Time 28800 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, explain mortgage options, and support them through the mortgage process.
  • Company: Join Capricorn Financial Consultancy, London's largest independent mortgage brokerage with global reach.
  • Benefits: Enjoy comprehensive training, mentorship, and a clear career progression path in a dynamic environment.
  • Why this job: This role offers uncapped earnings and the chance to thrive in the exciting UK mortgage market.
  • Qualifications: Recent graduates or those with 1-3 years in sales, finance, or real estate are encouraged to apply.
  • Other info: Must obtain a Mortgage qualification before starting; previous experience is a plus but not essential.

The predicted salary is between 28800 - 42000 £ 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: Capricorn Financial Consultancy

At Capricorn Financial Consultancy, we pride ourselves on being London's largest independent mortgage brokerage, offering a vibrant work culture that fosters entrepreneurial spirit and personal growth. Our Hammersmith office provides comprehensive training and mentorship from industry experts, alongside a clear pathway for career progression, making it an ideal environment for ambitious graduates eager to excel in the financial services sector. With uncapped earnings potential and the opportunity to work with high-net-worth clients, this role is perfect for self-motivated individuals looking to build a rewarding career in the UK mortgage market.
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Contact Detail:

Capricorn Financial Consultancy 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, webinars, or local meetups to connect with potential mentors and learn more about the field.

✨Tip Number 2

Research the UK mortgage market thoroughly. Familiarise yourself with current trends, regulations, and key players to demonstrate your knowledge during interviews and discussions.

✨Tip Number 3

Consider obtaining your Mortgage qualification (CeMap or RO1) as soon as possible. This shows your commitment to the role and can give you an edge over other candidates.

✨Tip Number 4

Prepare for the interview by practising common questions related to sales and client relationship management. Highlight any relevant experiences that showcase your communication skills and self-motivation.

We think you need these skills to ace Graduate Trainee Mortgage Advisor

Strong Communication Skills
Client Relationship Management
Sales Skills
Self-Motivation
Goal Orientation
Time Management
Ability to Work Under Pressure
Interest in Property and Finance
Networking Skills
Problem-Solving Skills
Attention to Detail
Adaptability
Understanding of Mortgage Products
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experiences, especially in sales, finance, or real estate. Emphasise any skills that align with the role, such as strong communication and self-motivation.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the financial services industry and your interest in property. Mention why you want to work specifically for Capricorn Financial Consultancy and how you can contribute to their success.

Highlight Your Qualifications: If you have already started or completed a mortgage qualification like CeMap or RO1, be sure to mention this in your application. If not, express your commitment to obtaining the qualification before starting.

Showcase Your Entrepreneurial Spirit: Since this is a commission-only role, demonstrate your entrepreneurial mindset in your application. Share examples of how you've taken initiative in previous roles or projects, and your drive to achieve high earnings.

How to prepare for a job interview at Capricorn Financial Consultancy

✨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 handle client relationships. Practising your responses can help you feel more confident during the interview.

✨Showcase Your Communication Skills

As a Mortgage Advisor, strong communication is key. During the interview, demonstrate your ability to articulate your thoughts clearly and engage with the interviewer. Use examples from your past experiences to highlight your skills.

✨Express Your Entrepreneurial Spirit

Since this role is commission-only and requires self-motivation, be sure to convey your entrepreneurial mindset. Share any relevant experiences where you've taken initiative or achieved goals independently, showcasing your drive to succeed.

Graduate Trainee Mortgage Advisor
Capricorn Financial Consultancy
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