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- Tasks: Help clients navigate the mortgage process and provide tailored advice.
- Company: Join a leading estate agency in Cardiff with a strong reputation.
- Benefits: Enjoy a competitive salary, financial guarantees, and ongoing training.
- Why this job: Kickstart your career in a vibrant team with high earning potential.
- Qualifications: Must have CeMAP 1 qualification and a passion for customer service.
- Other info: This role offers clear pathways for career progression in the mortgage industry.
The predicted salary is between 30000 - 42000 £ per year.
Trainee Mortgage Advisor – Cardiff
Location: Cardiff
Salary: Basic up to GBP25,000 (including car allowance) Financial Guarantees for First 5 Months
On Target Earnings (OTE): GBP45,000 – GBP50,000
Job Type: Full-Time, Permanent
Industry: Financial Services / Mortgage Advisory / Estate Agency
Launch Your Career as a Trainee Mortgage Advisor in Cardiff with High Earnings Potential!
Cameron James Professional Recruitment is proud to partner with a prestigious and market-leading estate agency based in Cardiff, in search of a motivated and career-driven Trainee Mortgage Advisor (also known as a Trainee Mortgage Broker). This is a fantastic opportunity for someone who holds their CeMAP 1 qualification and is now ready to embark on a lucrative and rewarding journey within the mortgage and financial services sector.
About the Role – Trainee Mortgage Advisor Cardiff
As a Trainee Mortgage Advisor in Cardiff, you\’ll be embedded within a high-performing estate agency branch, generating mortgage business from a constant stream of quality leads. You\’ll be mentored and trained by experienced Mortgage Advisors, learning every aspect of the mortgage sales process and developing the skills needed to become a fully qualified and successful Mortgage Broker.
Key Responsibilities:
- Deliver high-quality, consultative mortgage advice to a broad client base in Cardiff.
- Build strong relationships with estate agency staff and referred clients to generate mortgage appointments.
- Conduct detailed client fact-finds to assess financial positions, lending criteria, and property goals.
- Research and recommend suitable mortgage and protection products.
- Work closely with lenders, solicitors, and internal teams to ensure a smooth mortgage journey.
- Provide regular updates to clients, ensuring excellent customer service from application to completion.
- Hit and exceed realistic performance targets and KPIs.
Candidate Requirements:
- CeMAP 1 qualification (or equivalent) is essential.
- A passion for property, financial services, and customer service.
- Previous experience in sales or a target-driven, customer-facing environment is highly advantageous.
- Professional, articulate, and confident communicator with strong listening skills.
- Full UK Driving Licence and access to your own vehicle.
- Clean credit history and no CCJs or bankruptcies.
- Strong work ethic, self-motivation, and a desire to become a top-performing Trainee Mortgage Broker in Cardiff.
What\’s in It for You?
- Competitive basic salary up to GBP25,000 (including car allowance).
- High earnings potential with an OTE of GBP45,000 – GBP50,000 in your first year.
- Initial financial guarantees for your first 5 months, to ensure stability while you build your pipeline.
- Market-leading training and development from an award-winning mortgage network.
- Ongoing mentoring from experienced senior Mortgage Advisors.
- Career progression opportunities to become a fully-fledged Mortgage Advisor or Broker.
- Work in a buzzing, fast-paced Cardiff estate agency office with consistent lead flow.
Why Join This Team in Cardiff?
- Work with one of the UK\’s top property and financial services brands.
- A trusted pathway to success in the mortgage industry, starting with your CeMAP 1 and ending with full qualification and uncapped earning potential.
- Be part of a vibrant, supportive team culture with national recognition and local influence in Cardiff.
- This is not just a job-it\’s the start of a long-term mortgage career with high earnings and real progression.
Interested in this exciting opportunity in Cardiff?
If you\’re serious about becoming a successful Trainee Mortgage Advisor or Trainee Mortgage Broker, and you\’re CeMAP 1 qualified, then we want to hear from you today. Apply now with your CV and a brief cover letter explaining your interest and suitability.
Contact:
Bryn McMillan
Financial Services Recruitment Director
Cameron James Professional Recruitment
#J-18808-Ljbffr
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
Familiarise yourself with the local property market in Cardiff. Understanding the trends, popular areas, and types of properties can help you engage more effectively with clients and estate agency staff.
✨Tip Number 2
Network with professionals in the financial services and mortgage advisory 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 to demonstrate your sales skills during interviews. Think of examples from previous roles where you successfully met targets or provided excellent customer service, as these experiences will be valuable in a target-driven environment.
✨Tip Number 4
Show enthusiasm for the role and the mortgage industry. Research the company and its values, and be ready to discuss how your passion aligns with their mission during your interview.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CeMAP 1 qualification and any relevant experience in sales or customer service. Emphasise skills that align with the role, such as communication and relationship-building.
Craft a Compelling Cover Letter: Write a brief cover letter that explains your interest in the Trainee Mortgage Advisor position. Mention why you are passionate about the mortgage industry and how your background makes you a suitable candidate.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as consultative selling, attention to detail, and the ability to work under pressure. Use specific examples from your past experiences to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are essential in the financial services sector.
How to prepare for a job interview at Cameron James
✨Showcase Your CeMAP 1 Qualification
Make sure to highlight your CeMAP 1 qualification during the interview. This is a key requirement for the role, and demonstrating your understanding of mortgage principles will show that you're serious about your career in this field.
✨Demonstrate Your Sales Experience
If you have previous experience in sales or a customer-facing role, be ready to discuss it. Share specific examples of how you've met targets or built relationships with clients, as this will resonate well with the interviewers.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle client interactions. Think of scenarios where you might need to conduct fact-finds or recommend products, and be prepared to explain your thought process and approach.
✨Express Your Passion for Property and Finance
Convey your enthusiasm for the property and financial services sectors. Discuss any relevant experiences or interests that demonstrate your commitment to becoming a successful Mortgage Advisor, as this will help you stand out.
