Trainee Mortgage Advisor

Trainee Mortgage Advisor

Swindon Full-Time 20000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage clients, assess needs, and recommend mortgage solutions while exceeding sales targets.
  • Company: Join a fast-growing national financial services organisation with a focus on client success.
  • Benefits: Enjoy a competitive salary, bonuses, training support, and a pension scheme.
  • Why this job: Unlock high earnings potential and career progression in a vibrant market.
  • Qualifications: CeMAP 1 qualification required; previous sales or customer service experience preferred.
  • Other info: Full training provided, with a clear path to becoming a fully qualified mortgage advisor.

The predicted salary is between 20000 - 30000 £ per year.

A prestigious and fast-growing national financial services organisation is offering an exceptional Trainee Mortgage Advisor / Trainee Mortgage Broker role based in Swindon. If you’re driven, ambitious, and passionate about helping clients secure their dream home, this is your opportunity to break into the mortgage industry and unlock high earnings, career progression, and industry accreditation with full CeMAP 1 support.

This home-grown training programme is tailored to develop future stars of the industry—starting you as a Trainee Mortgage Advisor / Trainee Mortgage Broker and offering a clear path to a fully qualified mortgage advisor role.

Role Overview:

As a Trainee Mortgage Advisor / Trainee Mortgage Broker in Swindon, you will:

  • Receive full training and mentoring to develop a deep understanding of the UK mortgage and protection markets.
  • Engage clients in initial consultations to assess financial status and mortgage needs.
  • Research and recommend whole-of-market mortgage solutions from an extensive lender panel.
  • Work closely with clients to submit and process mortgage applications efficiently.
  • Communicate regularly with estate agents, solicitors, and lenders.
  • Deliver exceptional client service from first call to mortgage completion.
  • Work towards and exceed individual sales targets for high earnings potential.
  • Participate in structured workshops and training days to achieve CeMAP 1 and further development.
Candidate Requirements:

To be considered for this opportunity in Swindon, candidates must have:

  • CeMAP 1 qualification (or equivalent) - essential
  • Previous sales or customer service experience (retail, finance, estate agency, or telesales)
  • Excellent interpersonal and communication skills
  • Clean credit history and no CCJs
  • A full UK driving licence and access to a vehicle
  • Passion for personal development and a strong work ethic
  • A confident, self-starter attitude and an eagerness to grow in financial services
What You’ll Receive:

Basic Salary: Up to £25,000
Initial Financial Guarantee: £31,000 (including car allowance for 6 months)
First-Year Earnings: Realistic OTE of £45,000
Second-Year OTE: Expected £65,000+ with consistent progression
Full CeMAP 1 training and exam support
Performance-related bonuses and uncapped commissions
Company pension scheme & life assurance
Ongoing mentoring and structured career path to Senior Advisor

Why Choose Swindon for Your Mortgage Career?

Swindon is a growing hotspot for financial and property professionals. Its vibrant housing market and excellent transport links make it an ideal location for those starting a career as a Trainee Mortgage Advisor or Trainee Mortgage Broker. With local demand for knowledgeable, client-focused mortgage advisors, Swindon offers the perfect balance of career development and high earnings opportunity.

If you’re ready to take control of your future and launch a career as a Trainee Mortgage Advisor / Trainee Mortgage Broker in Swindon, we want to hear from you.

Trainee Mortgage Advisor employer: Cameron James

Cameron James Professional Recruitment is an outstanding employer, offering a dynamic work culture that prioritises personal development and career progression for Trainee Mortgage Advisors in Swindon. With comprehensive training, competitive salaries, and a clear path to becoming a fully qualified mortgage advisor, employees benefit from high earnings potential and a supportive environment that fosters growth and success in the thriving financial services sector.
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Contact Detail:

Cameron James Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Research the mortgage market in Swindon thoroughly. Understanding local trends and the needs of potential clients will help you stand out during interviews and demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the financial services sector, especially those who are already working as mortgage advisors or brokers. Attend local events or join online forums to gain insights and make valuable connections.

✨Tip Number 3

Prepare for common interview questions specific to the mortgage industry. Be ready to discuss your understanding of mortgage products and how you would approach client consultations to showcase your knowledge and enthusiasm.

✨Tip Number 4

Demonstrate your sales and customer service experience by sharing specific examples during your interview. Highlight how your skills can translate into helping clients secure their mortgages effectively.

We think you need these skills to ace Trainee Mortgage Advisor

CeMAP 1 qualification (or equivalent)
Sales Experience
Customer Service Skills
Interpersonal Skills
Communication Skills
Attention to Detail
Research Skills
Client Engagement
Problem-Solving Skills
Time Management
Negotiation Skills
Adaptability
Self-Motivation
Teamwork

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trainee Mortgage Advisor. Familiarise yourself with the mortgage industry and the skills needed to succeed in this role.

Tailor Your CV: Craft your CV to highlight relevant experience, especially in sales or customer service. Emphasise any qualifications like CeMAP 1 and showcase your interpersonal skills, as these are crucial for the role.

Write a Compelling Cover Letter: Your cover letter should express your passion for helping clients and your eagerness to develop in the financial services sector. Mention specific reasons why you want to work for this company and how you can contribute to their success.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.

How to prepare for a job interview at Cameron James

✨Know Your Mortgage Basics

Make sure you have a solid understanding of mortgage products and the UK housing market. Brush up on key terms and concepts, as this will show your enthusiasm and readiness to learn in the role.

✨Demonstrate Your Sales Experience

Be prepared to discuss your previous sales or customer service experience. Highlight specific examples where you successfully engaged clients or met targets, as this is crucial for a Trainee Mortgage Advisor.

✨Showcase Your Communication Skills

Effective communication is key in this role. Practice articulating your thoughts clearly and confidently, and be ready to demonstrate how you would engage with clients and other stakeholders.

✨Express Your Passion for Development

Convey your eagerness to grow within the financial services sector. Discuss any relevant training or qualifications you are pursuing, like CeMAP 1, and how they align with your career goals.

Trainee Mortgage Advisor
Cameron James
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