Graduate Trainee Mortgage Advisor

Graduate Trainee Mortgage Advisor

Entry level 40000 - 50000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, explain mortgage options, and support them through the process.
  • Company: Join Capricorn Financial Consultancy, London's largest independent mortgage brokerage with global reach.
  • Benefits: Enjoy comprehensive training, mentorship, and a clear career progression path.
  • Why this job: Uncapped earnings potential and a dynamic environment for ambitious self-starters.
  • Qualifications: Recent graduates or those with 1-3 years in sales, finance, or real estate are welcome.
  • Other info: This is a commission-only role with significant earning potential for top performers.

The predicted salary is between 40000 - 50000 £ per year.

Are you a recent graduate or early-career professional eager to launch a career in financial services? Do you have an interest in property or finance and enjoy building strong client relationships? If so, we have an exciting opportunity for you.

Capricorn Financial Consultancy, London’s largest independent mortgage brokerage, is expanding. With offices in London, Singapore, Hong Kong and Shanghai, we specialise in securing UK mortgage financing for both domestic and international clients.

This is a commission-only role, ideal for entrepreneurial self-starters who want to take charge of their own success.

  • Year 1 earnings: £40,000 – £50,000
  • Year 2: £80,000 – £120,000
  • Year 3: £150,000+
  • Year 4+: £200,000+
  • Top performers can earn £500k+ annually.

What We Offer:

  • Comprehensive training and mentorship from industry experts
  • A clear pathway for career progression, with opportunities to specialise or move into management
  • A dynamic, fast-paced environment where high performers thrive
  • The chance to develop expertise in the UK mortgage market and work with high-net-worth clients.

Key Responsibilities:

  • Connect with prospective clients and explain suitable mortgage options
  • Support clients throughout the mortgage process from enquiry to completion
  • Nurture relationships with introducers to generate high-quality leads
  • Spot opportunities for cross-sales and referrals
  • Liaise with lenders, solicitors, and other key parties to ensure smooth delivery

Who We’re Looking For:

  • Recent graduates or individuals with 1-3 years of experience in sales, finance, or real estate
  • Strong communication skills (both written and verbal)
  • Self-motivated and goal-oriented individuals with a strong work ethic
  • Ability to manage multiple tasks and work effectively under pressure
  • Keen interest in the UK property and mortgage market

Skills & Experience:

  • You will be required to gain a Mortgage qualification prior to starting, either CeMap or RO1; the interview process can still be completed and if offered your start date will be pending qualification.
  • Previous experience in sales, real estate, or financial services is an advantage but not essential.

Why Join Us? This is not just a job – it’s a career opportunity with uncapped earnings and rapid career progression. If you have the drive, we provide the tools, training, and support to help you succeed.

Applicants must have the right to work in the UK without sponsorship.

Graduate Trainee Mortgage Advisor employer: Capricorn Financial Consultancy

At Capricorn Financial Consultancy, we pride ourselves on being London's largest independent mortgage brokerage, offering a vibrant work culture that fosters entrepreneurial spirit and personal growth. Our Hammersmith office provides comprehensive training and mentorship from industry experts, alongside a clear pathway for career progression, making it an ideal environment for ambitious graduates looking to excel in the financial services sector. With uncapped earnings potential and the opportunity to work with high-net-worth clients, joining our team means embarking on a rewarding career journey in a dynamic and supportive setting.
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Contact Detail:

Capricorn Financial Consultancy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Graduate Trainee Mortgage Advisor

✨Tip Number 1

Network with professionals in the financial services and mortgage sectors. Attend industry events, webinars, or local meetups to connect with potential mentors and learn more about the field.

✨Tip Number 2

Research Capricorn Financial Consultancy thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your conversations during interviews and show your genuine interest.

✨Tip Number 3

Prepare for role-play scenarios that may come up during the interview process. Practising how to handle client inquiries and explain mortgage options can demonstrate your readiness for the role.

✨Tip Number 4

Stay updated on current trends in the UK property and mortgage market. Being knowledgeable about recent changes or news can set you apart as a candidate who is proactive and informed.

We think you need these skills to ace Graduate Trainee Mortgage Advisor

Strong Communication Skills
Client Relationship Management
Sales Skills
Self-Motivation
Goal Orientation
Time Management
Interest in Property and Finance
Ability to Work Under Pressure
Networking Skills
Problem-Solving Skills
Attention to Detail
Adaptability
Understanding of Mortgage Products
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Graduate Trainee Mortgage Advisor. Emphasise any experience in sales, finance, or real estate, even if it's from internships or part-time jobs.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your interest in property and finance. Mention why you want to work specifically for Capricorn Financial Consultancy and how you can contribute to their team.

Highlight Communication Skills: Since strong communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively, both in writing and verbally. This could include presentations, group projects, or customer service roles.

Show Enthusiasm for Learning: Express your eagerness to learn and grow within the company. Mention your willingness to gain the necessary mortgage qualification (CeMap or RO1) and how you plan to leverage the training and mentorship offered by Capricorn Financial Consultancy.

How to prepare for a job interview at Capricorn Financial Consultancy

✨Research the Company

Before your interview, take some time to learn about Capricorn Financial Consultancy. Understand their services, values, and recent developments in the mortgage market. This will help you demonstrate your genuine interest and align your answers with their goals.

✨Showcase Your Communication Skills

As a Graduate Trainee Mortgage Advisor, strong communication is key. Practice articulating your thoughts clearly and confidently. Be prepared to discuss how you've effectively communicated in past experiences, whether in university projects or part-time jobs.

✨Demonstrate Your Motivation

This role is commission-only, so it's crucial to show your self-motivation and entrepreneurial spirit. Share examples of times when you've taken initiative or set personal goals, highlighting your drive to succeed in a competitive environment.

✨Prepare Questions for Them

Interviews are a two-way street. Prepare thoughtful questions about the training programme, career progression, and company culture. This not only shows your interest but also helps you assess if this is the right fit for you.

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