Trainee Mortgage Advisor

Trainee Mortgage Advisor

Entry level 24000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build relationships and provide expert mortgage advice to clients.
  • Company: Join Allen & Harris, a supportive and inclusive team in Cardiff.
  • Benefits: Competitive salary with OTE of £50k, full training, and career progression.
  • Why this job: Kickstart your career in finance with industry-leading training and support.
  • Qualifications: Positive attitude, strong sales skills, and a full UK driving licence.
  • Other info: Diverse workplace encouraging applications from all backgrounds.

The predicted salary is between 24000 - 42000 £ per year.

Overview

Trainee Mortgage Advisor

Allen & Harris in Cardiff offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £50,000 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.
  • Transparent and fair progression structure allowing you to forge a true career
  • Highly skilled and experienced management team
  • Competitive basic salary with a realistic year one OTE of £50k
  • Central Admin Support and agile IT tools to help you succeed
  • Supportive encouraging and rewarding environmen t – 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 sale s 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 services skills
  • Full UK driving licence

Allen & Harris 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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Trainee Mortgage Advisor employer: ALLEN & HARRIS

Allen & Harris in Cardiff is an exceptional employer, offering a supportive and rewarding environment for Trainee Mortgage Advisors. With industry-leading training, a transparent progression structure, and a competitive salary package, employees are empowered to build meaningful careers while enjoying the benefits of a collaborative team culture and opportunities for personal growth.
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Contact Detail:

ALLEN & HARRIS Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with people in the mortgage industry. Attend local events, join online forums, or even hit up social media groups. The more connections you make, the better your chances of landing that Trainee Mortgage Advisor role.

✨Tip Number 2

Practice makes perfect! Before your interviews, do some mock sessions with friends or family. Focus on common questions for mortgage advisors and showcase your friendly, can-do attitude. Remember, they want to see how you handle pressure and build relationships!

✨Tip Number 3

Show off your skills! When you get the chance, highlight your track record in generating sales and your attention to detail. Use specific examples from past experiences to demonstrate how you’ve gone above and beyond for customers. This will set you apart from the competition.

✨Tip Number 4

Apply through our website! We love seeing applications directly from candidates who are excited about joining us. It shows initiative and enthusiasm, which are key traits for a successful Trainee Mortgage Advisor. Don’t hesitate – get your application in today!

We think you need these skills to ace Trainee Mortgage Advisor

Relationship Building
Sales Generation
Customer Service Skills
Attention to Detail
Resilience
Positive Attitude
Motivation
Ability to Work Under Pressure
Team Collaboration
Communication Skills
Driving Licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences mentioned in the job description. Highlight any customer service experience or sales achievements that show you’re a great fit for the Trainee Mortgage Advisor role.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this opportunity. Share your motivation for becoming a mortgage advisor and how your positive attitude aligns with our supportive environment.

Showcase Your Resilience: In your application, give examples of how you've overcome challenges in the past. We love candidates who can demonstrate a 'can-do' attitude and resilience, especially in a results-driven environment like ours.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently, plus you’ll find all the details you need about the role there!

How to prepare for a job interview at ALLEN & HARRIS

✨Know Your Stuff

Before the interview, make sure you understand the mortgage industry basics and the specific products offered by Allen & Harris. Brush up on key terms and concepts, as this will show your enthusiasm and readiness to learn.

✨Show Your People Skills

As a Trainee Mortgage Advisor, building relationships is crucial. Prepare examples of how you've successfully interacted with customers or colleagues in the past. Highlight your friendly attitude and ability to work under pressure.

✨Demonstrate Your Motivation

Be ready to discuss what drives you to succeed. Share your goals and how you plan to achieve them within the role. This will resonate well with the management team who values motivation and ambition.

✨Ask Smart Questions

Prepare thoughtful questions about the training process, progression opportunities, and team dynamics. This shows that you're genuinely interested in the role and eager to contribute to the team’s success.

Trainee Mortgage Advisor
ALLEN & HARRIS
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  • Trainee Mortgage Advisor

    Entry level
    24000 - 42000 £ / year (est.)

    Application deadline: 2027-09-30

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    ALLEN & HARRIS

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