Trainee Mortgage Advisor

Trainee Mortgage Advisor

St Albans Trainee 28000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build relationships and provide mortgage advice to customers while achieving professional goals.
  • Company: Join Connells, a supportive and inclusive employer in the mortgage industry.
  • Benefits: Competitive salary with OTE of £35-40k, full training, and career progression.
  • Why this job: Gain valuable qualifications and experience in a rewarding, dynamic environment.
  • Qualifications: Positive attitude, sales experience, and strong customer service skills required.
  • Other info: Diverse workplace encouraging applications from all backgrounds.

The predicted salary is between 28000 - 35000 £ per year.

Trainee Mortgage Advisor

Connells in St Albans offers structured and transparent progression opportunities – Competitive basic salary – OTE of £35,000 realistic and achievable – Warm leads – Industry leading training – Agile and nimble IT systems

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

  • Full support and training provided to become CeMAP qualified and achieve CAS/RMA status
  • 6 – 12 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 £35,000
  • Central Admin Support and agile IT tools to help you succeed
  • Supportive encouraging and rewarding environmen t – We invest in you!
  • All expense paid trips for top achievers

Key responsibilities of a Trainee Mortgage Advisor

  • Proactively book mortgage appointments from the opportunities in the Estate agency business 2 per day along with other estate agency KPI\’s in first 6-12 months.
  • Building relationships with the Estate Agency team through training and support
  • Take part in regular team meetings to discuss best practice and build relationships
  • 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

Skills and experience required to be a successful Trainee Mortgage Advisor

  • Resilient, positive and a friendly can do attitude
  • Strong track record in generating new sale s 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 services skills
  • Full UK driving licence

Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

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Trainee Mortgage Advisor employer: Connells Group

Connells in St Albans is an exceptional employer, offering a supportive and rewarding environment where you can thrive as a Trainee Mortgage Advisor. With industry-leading training, a transparent progression structure, and competitive earnings potential, we invest in your growth and success. Join a dynamic team that values diversity and encourages personal development, all while enjoying the benefits of a central location and agile IT systems to enhance your performance.
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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 mortgage industry. Attend local events, join online forums, or even hit up LinkedIn. The more connections we make, the better our chances of landing that Trainee Mortgage Advisor role.

✨Tip Number 2

Practice makes perfect! Before any interview, we should rehearse common questions and scenarios related to mortgage advising. Role-playing with a friend can help us feel more confident and prepared when it’s our turn to shine.

✨Tip Number 3

Show off our passion! When we get the chance to chat with potential employers, let’s express our enthusiasm for helping customers and learning about mortgages. A positive attitude can really set us apart from the competition.

✨Tip Number 4

Don’t forget to follow up! After an interview or meeting, we should send a quick thank-you email. It shows our appreciation and keeps us fresh in their minds. Plus, it’s a great way to reiterate our interest in the Trainee Mortgage Advisor position!

We think you need these skills to ace Trainee Mortgage Advisor

CeMAP qualification
CAS/RMA status
Relationship Building
Sales Generation
Customer Service Skills
Attention to Detail
Motivation
Resilience
Ability to Work Under Pressure
Team Collaboration
Communication Skills
Driving Licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences mentioned in the job description. Highlight any sales experience or customer service roles you've had, as these are key for a Trainee Mortgage Advisor.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about this role. Share your motivation for becoming a mortgage advisor and how you can contribute to our team at Connells.

Showcase Your Soft Skills: We love candidates who are resilient, positive, and friendly! Make sure to include examples of how you've demonstrated these traits in previous roles or situations.

Apply Through Our Website: For the best chance of success, apply directly through our website. This ensures your application gets to the right people and shows us you're serious about joining our team!

How to prepare for a job interview at Connells Group

✨Know Your Stuff

Before the interview, make sure you understand the mortgage industry basics and Connells' specific offerings. Brush up on key terms like CeMAP and CAS/RMA status, as well as the products and services they provide. This will show your genuine interest and help you answer questions confidently.

✨Show Your People Skills

As a Trainee Mortgage Advisor, building relationships is crucial. Prepare examples of how you've successfully interacted with customers or colleagues in the past. Highlight your friendly attitude and resilience, as these traits are essential for success in this role.

✨Demonstrate Your Motivation

Connells is looking for candidates who are driven to succeed. Be ready to discuss your professional goals and how you plan to achieve them. Share any past experiences where you went above and beyond to meet targets or help customers, showcasing your commitment to excellence.

✨Ask Thoughtful Questions

At the end of the interview, have a few insightful questions prepared. Inquire about the training process, progression opportunities, or the team culture. This not only shows your enthusiasm for the role but also helps you determine if Connells is the right fit for you.

Trainee Mortgage Advisor
Connells Group
Location: St Albans

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