At a Glance
- Tasks: Support clients through the mortgage journey and gain hands-on experience.
- Company: Join a multi-award-winning estate agency that values your growth.
- Benefits: Starting salary of £27,000 plus commission, funded training, and career progression.
- Other info: Fun, lively team environment with real opportunities for development.
- Why this job: Kickstart your career in finance with full support and a clear pathway to success.
- Qualifications: No prior mortgage experience needed; just bring your ambition and positive attitude.
The predicted salary is between 27000 - 27000 £ per year.
Are you looking to build a long-term career in Financial Services with a company that will invest in your development? Due to continued growth, we are delighted to be working with a highly successful, multi-award-winning estate agency who are looking for a Trainee Mortgage Advisor to join their established Mortgage department in Quedgeley, Gloucester. This is a fantastic opportunity for someone with the right attitude, ambition, and desire to succeed to take their first step into the mortgage industry. No previous mortgage experience is required; what matters most is your personality, commitment, and genuine interest in building a career as a Mortgage Advisor.
Youll initially join the team as a Mortgage Administrator, gaining valuable hands-on experience by supporting experienced advisers, managing client enquiries, and learning the full mortgage journey. With full support and funded training towards CeMAP and industry qualifications, youll have a clear pathway to progress into a Mortgage Advisor role within 12 - 18 months. Working within a fun, lively, and forward-thinking team, youll be joining a business that values its people, celebrates success, and provides real opportunities to develop and progress. If youre motivated, organised, eager to learn, and looking for a career rather than just your next job, this could be the perfect opportunity.
Key Responsibilities:- Supporting the Mortgage & Protection team with client applications from initial enquiry through to completion
- Liaising with clients, lenders, providers and solicitors to ensure a smooth and efficient process
- Providing excellent customer service through telephone and face-to-face communication
- Supporting experienced Mortgage Advisors with client enquiries, documentation, and the overall mortgage journey
- Developing knowledge of mortgage products, processes, and compliance requirements through full training and hands-on experience
- Maintaining accurate client records, uploading documentation, and updating internal systems
- Managing incoming calls, emails, and post in a professional and timely manner
- Previous experience in a customer service, administration, sales, or office-based role
- Genuine interest in building a long-term career within mortgage advice
- Strong IT skills, including confidence using Microsoft Office
- Excellent communication skills, both written and verbal
- Organised, reliable, and able to manage priorities effectively
- Positive attitude with a proactive approach to learning and development
Hours: Monday Friday, 9am 5pm (every other Saturday required once trained as an advisor)
Salary: Starting salary of £27,000 per annum, once trained and in the advisory position you will have a reliable and generous additional income through commission which will be based on your banked income (percentages of up to 45%!)
Trainee Mortgage Advisor Full CeMAP Training & Career Pathway in Norton employer: Anderson Recruitment
As a leading provider of wastewater solutions, our company offers a dynamic work environment where innovation and teamwork thrive. Employees benefit from comprehensive training programs, opportunities for career advancement, and a strong commitment to sustainability, all while working in a supportive culture that values each team member's contributions. Located in a vibrant area, we provide essential services that make a real difference in the community, making this an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Advisor Full CeMAP Training & Career Pathway in Norton
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Anderson Recruitment. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Mortgage Advisor Full CeMAP Training & Career Pathway in Norton
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Anderson Recruitment.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Anderson Recruitment
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Anderson Recruitment.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Anderson Recruitment.
