Trainee Mortgage Adviser in Derby

Trainee Mortgage Adviser in Derby

Derby Full-Time 25500 - 35000 € / year (est.) Home office (partial)
Austin Fraser

At a Glance

  • Tasks: Become a fully qualified Mortgage & Protection Adviser, helping customers with their mortgage needs.
  • Company: Join one of the UK's leading mortgage providers and kickstart your financial services career.
  • Benefits: Enjoy a competitive salary, extensive training, and the option to work from home after training.
  • Other info: Mandatory 16 weeks of office-based training in Nottingham; no holidays allowed during this period.
  • Why this job: This role offers great earning potential, career progression, and a supportive work culture.
  • Qualifications: No prior experience needed, just a passion for customer service and sales.

The predicted salary is between 25500 - 35000 € per year.

An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK’s leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.

Enhanced Salary & Guarantee Structure:

  • During the first 16 weeks of training, a basic salary of: £25,500 per annum.
  • From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum.
  • From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum.
  • From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum.
  • From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K+.

Contract Basis: Full time, permanent, employed role.

Location: Initially office based for the first 16 weeks of training at our Academy Centre in Nottingham but once qualified, home working will be available. You will however need to live within a 1-hour commute of Nottingham to ease commuting in the initial training stages and you must have use of your own car to be able to get to our training center.

Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change.

Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme.

CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for.

Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered.

Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required.

Timeline: Immediate interviews with a start date of July 2025.

The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised.

Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy.

Required Knowledge, Skills, And Qualifications

  • A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
  • A strong track record in customer service and sales.
  • Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
  • Organised, and adopts a disciplined and structured approach to work.
  • Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.

Benefits

  • Extensive induction & training coupled with an outstanding development program.
  • 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off).
  • Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business.
  • Contributory workplace pension.
  • Generous staff referral bonus scheme.
  • Outstanding commission earnings (our top performers earn in excess of £65K PA).
  • 24-hour Employee Wellbeing Support service available.
  • Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets.
  • Home based working once training completed.

Please be aware that you are required to attend 16 weeks of office-based training in Nottingham and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period.

APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on 01206 481010 for more information!

Trainee Mortgage Adviser in Derby employer: Austin Fraser

Join a leading mortgage provider that prioritises your career growth and offers a supportive work culture. With extensive training, a generous salary structure, and the flexibility of home-based working after initial training in Nottingham, we empower our employees to excel in their roles while enjoying a healthy work-life balance. Our commitment to personal development and outstanding commission opportunities makes us an exceptional employer for those looking to thrive in Financial Services.

Austin Fraser

Contact Detail:

Austin Fraser Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Trainee Mortgage Adviser in Derby

✨Tip Number 1

Familiarise yourself with the mortgage and protection industry. Understanding key terms and current market trends will not only boost your confidence but also impress during interviews. Consider reading industry reports or following relevant news outlets.

✨Tip Number 2

Practice your communication skills, especially over the phone. Since this role is telephone-based, being articulate and engaging is crucial. Try role-playing scenarios with friends or family to enhance your ability to explain complex information clearly.

✨Tip Number 3

Network with professionals in the financial services sector. Attend local events or join online forums to connect with current mortgage advisers. This can provide valuable insights and potentially lead to referrals or recommendations.

✨Tip Number 4

Prepare for the training commitment by ensuring you can fully dedicate yourself for the first 16 weeks. This means planning your schedule to avoid any distractions or commitments that could interfere with your training period.

We think you need these skills to ace Trainee Mortgage Adviser in Derby

Customer Service Skills
Sales Skills
Excellent Communication Skills
Interpersonal Skills
Organisational Skills
Discipline and Structure
Motivation and Drive

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights relevant experience in customer service and sales, as these are key skills for the Trainee Mortgage Adviser role. Use specific examples to demonstrate your achievements in these areas.

Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for a career in Financial Services. Explain why you are interested in becoming a Mortgage & Protection Adviser and how your skills align with the company's values and goals.

Highlight Communication Skills:Since this is a telephone-based role, emphasise your excellent communication and listening skills in your application. Provide examples of how you've successfully explained complex information in a clear and simple manner.

Show Enthusiasm for Training:Express your eagerness to participate in the 16-week training programme. Mention your commitment to learning and development, and how you plan to utilise the training to excel in your role as a Mortgage Adviser.

How to prepare for a job interview at Austin Fraser

✨Research the Company

Before your interview, take some time to learn about the mortgage provider and its values. Understanding their mission and services will help you tailor your answers and show genuine interest in the role.

✨Prepare for Common Questions

Anticipate questions related to customer service and sales, as these are crucial for the Trainee Mortgage Adviser role. Be ready to share specific examples from your past experiences that demonstrate your skills in these areas.

✨Showcase Your Communication Skills

Since this is a telephone-based role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your communication style.

✨Demonstrate Your Motivation

Express your strong desire to build a long-term career in Financial Services. Share your enthusiasm for the training programme and how you plan to leverage it to achieve your career goals.