Trainee Mortgage Advisor

Trainee Mortgage Advisor

Kibworth Harcourt Apprenticeship 20000 - 28000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build relationships, conduct appointments, and provide tailored mortgage advice.
  • Company: Join Abbotts in Chelmsford, a supportive and rewarding workplace.
  • Benefits: Competitive salary with OTE of £25k-£35k, industry-leading training, and career progression.
  • Why this job: Kickstart your career in finance with hands-on training and real impact.
  • Qualifications: Strong sales skills, customer service experience, and a full UK driving licence.
  • Other info: Enjoy all-expense paid trips for top achievers and a dynamic work environment.

The predicted salary is between 20000 - 28000 £ per year.

Responsibilities

  • 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. Resilient, positive and a friendly can-do attitude.
  • Strong track record in generating new sales 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 service skills.
  • Full UK driving licence.

What’s in it for you as our Trainee Mortgage Advisor?

  • Abbotts in Chelmsford offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £25k-£35k realistic and achievable – Warm leads – Industry leading training – Agile and nimble IT systems
  • Full support and training provided to become CF1 & CF6 qualified and achieve CAS/RMA status.
  • Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
  • 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 £25k-£35k
  • Central Admin Support and agile IT tools to help you succeed.
  • Supportive encouraging and rewarding environment – We invest in you!
  • All-expense paid trips for top achievers.

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Trainee Mortgage Advisor employer: Connells Group

Abbotts in Chelmsford is an exceptional employer that prioritises employee development and success, offering structured progression opportunities and industry-leading training for Trainee Mortgage Advisors. With a supportive and encouraging work culture, competitive salary packages, and the chance to earn all-expense paid trips for top achievers, we invest in our employees to help them thrive in their careers while building strong relationships with clients and colleagues alike.
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Contact Detail:

Connells Group 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 industry. Attend local events, join online forums, or even hit up social media groups related to mortgage advising. Building relationships can lead to opportunities you might not find on job boards.

✨Tip Number 2

Practice your pitch! You never know when you'll meet someone who could help you land that dream job. Prepare a short, engaging introduction about yourself and what you're looking for. Make it memorable so they think of you when opportunities arise.

✨Tip Number 3

Follow up after interviews! If you've had a chat with someone about a role, drop them a quick thank-you email. It shows you're keen and keeps you fresh in their mind. Plus, it’s a great way to reiterate your interest in the position.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you succeed, and applying directly means you’ll be in the best position to get noticed. Don’t miss out on the chance to join us at StudySmarter and kickstart your career as a Trainee Mortgage Advisor!

We think you need these skills to ace Trainee Mortgage Advisor

Relationship Building
Team Collaboration
Customer Service Skills
Sales Generation
Motivation to Achieve Goals
Resilience
Attention to Detail
Ability to Work Under Pressure
Communication Skills
Problem-Solving Skills
Driving Licence
Adaptability
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Mortgage Advisor role. Highlight any customer service experience and sales achievements, as these are key to impressing us!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your motivation and why you want to join our team. Be genuine and let your personality come through – we love a friendly can-do attitude!

Showcase Your Attention to Detail: In the mortgage industry, attention to detail is crucial. Make sure your application is free from typos and errors. A polished application shows us you care about doing things right!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join us at StudySmarter!

How to prepare for a job interview at Connells Group

✨Know Your Products

Familiarise yourself with the range of mortgage products and services that the company offers. Being able to discuss these confidently will show your enthusiasm and preparedness, which is key for a Trainee Mortgage Advisor.

✨Build Rapport

Since building relationships is crucial in this role, practice your interpersonal skills. Think about how you can connect with the interviewers and demonstrate your friendly, can-do attitude. A genuine smile and good eye contact can go a long way!

✨Show Your Motivation

Be ready to share examples of how you've achieved goals in the past, especially in sales or customer service. Highlight your resilience and motivation to succeed, as these traits are essential in a result-driven environment.

✨Prepare Questions

Have a few thoughtful questions prepared to ask at the end of the interview. This shows your interest in the role and the company. You might ask about the training process or how success is measured for a Trainee Mortgage Advisor.

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