Trainee Mortgage Advisor

Trainee Mortgage Advisor

Birmingham Trainee 28000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage options and build strong relationships.
  • Company: Join Connells, a leading estate agency with a supportive culture.
  • Benefits: Enjoy competitive pay, training support, and all-expenses-paid trips for top achievers.
  • Why this job: Gain industry qualifications while working in a dynamic, rewarding environment.
  • Qualifications: A positive attitude, resilience, and a full UK driving licence are essential.
  • Other info: We celebrate diversity and encourage all to apply, even if you don't meet every requirement.

The predicted salary is between 28000 - 42000 £ per year.

Connells in Billericay offers structured and transparent progression opportunities.

  • Competitive basic salary
  • OTE year one £35,000
  • 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 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 £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.

Key responsibilities of a Trainee Mortgage Advisor:

  • 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.

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 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.

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.

Trainee Mortgage Advisor employer: Connells Group

Connells in Billericay is an exceptional employer, offering a supportive and rewarding environment where you can thrive as a Trainee Mortgage Advisor. With industry-leading training, transparent progression opportunities, and a competitive salary package, we invest in your growth and success. Our agile IT systems and dedicated management team ensure you have the tools and support needed to excel in your career while enjoying a vibrant workplace culture that celebrates diversity and achievement.
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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 with current or former mortgage advisors to gain insights into the role. They can provide valuable information about the day-to-day responsibilities and what skills are most important, which can help you tailor your approach.

✨Tip Number 2

Familiarise yourself with the mortgage industry and current market trends. Being knowledgeable about different mortgage products and services will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 3

Practice your communication skills, especially in building rapport with clients. As a Trainee Mortgage Advisor, you'll need to establish trust quickly, so consider role-playing scenarios with friends or family to refine your approach.

✨Tip Number 4

Demonstrate your motivation and resilience by sharing examples of how you've overcome challenges in previous roles. This will show potential employers that you have the right attitude to thrive in a result-driven environment.

We think you need these skills to ace Trainee Mortgage Advisor

Customer Service Skills
Relationship Building
Sales Skills
Attention to Detail
Resilience
Motivation to Succeed
Ability to Work Under Pressure
Strong Communication Skills
Team Collaboration
Problem-Solving Skills
Time Management
Adaptability
Full UK Driving Licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Mortgage Advisor role. Emphasise any customer service experience, sales achievements, and your ability to work under pressure.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in becoming a Mortgage Advisor and how your background makes you a suitable candidate.

Highlight Your Soft Skills: In your application, focus on soft skills such as resilience, positivity, and teamwork. These traits are essential for building relationships and succeeding in a result-driven environment.

Showcase Your Motivation: Clearly express your motivation to achieve professional goals and your eagerness to learn. Mention any relevant qualifications or training you are willing to pursue, such as CF1 & CF6.

How to prepare for a job interview at Connells Group

✨Show Your Resilience

As a Trainee Mortgage Advisor, resilience is key. Be prepared to discuss how you've overcome challenges in the past and demonstrate your positive attitude. This will show that you can handle the pressures of the role.

✨Highlight Your Customer Service Skills

Since the role involves providing advice to customers, be ready to share examples of how you've delivered excellent customer service. Discuss specific situations where you went above and beyond to meet a customer's needs.

✨Demonstrate Your Motivation

Employers are looking for candidates who are driven to succeed. Share your career goals and explain how this position aligns with your aspirations. Show enthusiasm for the opportunity to grow within the company.

✨Prepare for Role-Playing Scenarios

You may be asked to conduct mock appointments during the interview. Practice your approach to advising clients on mortgage products. This will help you feel more confident and showcase your ability to build relationships.

Trainee Mortgage Advisor
Connells Group
Location: Birmingham

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