Mortgage and Protection Advisor

Mortgage and Protection Advisor

Lenham Full-Time 21000 - 42000 £ / year (est.) No home office possible
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Countrywide Mortgage Services

At a Glance

  • Tasks: Help customers navigate mortgage services and build relationships with estate agents.
  • Company: Join Countrywide Mortgage Services, a leader in the property sector committed to diversity.
  • Benefits: Enjoy a competitive salary, uncapped commission, and all-expense-paid trips for top achievers.
  • Why this job: Gain valuable training in a supportive environment while achieving your professional goals.
  • Qualifications: Must hold CeMap or equivalent; strong sales and customer service skills required.
  • Other info: We encourage diverse applicants; don't hesitate to apply even if you don't meet every requirement.

The predicted salary is between 21000 - 42000 £ per year.

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.

Qualified Trainee Mortgage and Protection Advisors required to join our team in Preston, offering an OTE of £35k. If you have the drive and determination to succeed and have a strong sales background, we want to hear from you. Full training and support provided.

What can we offer you as our Trainee Mortgage and Protection Advisor:

  • Competitive Salary OTE £35K
  • Superb training and development programme
  • Uncapped commission
  • Leads generated from our colleagues in Estate Agency
  • Quality and Loyalty Bonus
  • Group Discounts on Property Services
  • Transparent and fair progression structure
  • Highly skilled and experienced management team
  • 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

Main responsibilities of a Trainee Mortgage and Protection Advisor:

  • Building relationships with the Estate Agency teams in order to provide training and support.
  • Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
  • Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
  • Taking part in regular branch meetings to discuss best practice and build lasting relationships.

Skills and experience required to be a successful Trainee Mortgage and Protection Advisor:

  • Hold CeMap or industry equivalent qualification.
  • Able to generate new business in a target driven environment.
  • Outstanding customer care / customer service experience.
  • Resilient, positive, organised, numerate and detail oriented.
  • Excellent verbal and written communication skills.
  • IT literate (MS Office, internet, email systems).
  • A Full UK driving license and access to your own vehicle.

Countrywide Mortgage Services 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.

Mortgage and Protection Advisor employer: Countrywide Mortgage Services

At Countrywide Mortgage Services, we pride ourselves on being an exceptional employer, offering a supportive and rewarding environment for our Trainee Mortgage and Protection Advisors in Preston. With a competitive salary and uncapped commission, alongside a superb training and development programme, we invest in your growth and success. Our transparent progression structure and strong management support ensure that you have the tools and encouragement needed to thrive in your career while building meaningful relationships with clients and colleagues alike.
Countrywide Mortgage Services

Contact Detail:

Countrywide Mortgage Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Advisor

✨Tip Number 1

Familiarise yourself with the mortgage and protection industry. Understanding current trends, regulations, and common customer concerns will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Network with professionals in the field. Attend local events or join online forums related to mortgages and financial services to build connections that could lead to referrals or insider information about the role.

✨Tip Number 3

Prepare for role-play scenarios. Since this position involves building relationships and providing advice, practising your communication and sales techniques can give you an edge during the interview process.

✨Tip Number 4

Showcase your customer service skills. Be ready to share specific examples of how you've successfully handled customer interactions in the past, as this is crucial for a Trainee Mortgage and Protection Advisor.

We think you need these skills to ace Mortgage and Protection Advisor

CeMap or industry equivalent qualification
Sales Skills
Customer Care Experience
Relationship Building
Target Driven
Resilience
Organisational Skills
Numeracy Skills
Attention to Detail
Verbal Communication Skills
Written Communication Skills
IT Literacy (MS Office, internet, email systems)
Full UK Driving License
Access to Own Vehicle

Some tips for your application 🫡

Match Your Skills: Before applying, carefully review the job description and ensure your skills and experiences align with the requirements. Highlight your sales background and any relevant qualifications like CeMap in your CV.

Craft a Tailored CV: Create a CV that specifically addresses the key responsibilities and skills mentioned in the job description. Use clear headings and bullet points to make it easy for the hiring team to see your qualifications at a glance.

Write a Compelling Cover Letter: Include a cover letter that expresses your enthusiasm for the role and the company. Mention how your previous experiences have prepared you for the position of Trainee Mortgage and Protection Advisor and why you are a good fit for their team.

Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the mortgage advisory field.

How to prepare for a job interview at Countrywide Mortgage Services

✨Know Your Products

Familiarise yourself with the various mortgage products and protection services available. Being able to discuss these confidently will show your potential employer that you are prepared and knowledgeable about the industry.

✨Demonstrate Sales Skills

Prepare examples from your past experiences where you've successfully generated new business or met sales targets. This will highlight your ability to thrive in a target-driven environment, which is crucial for this role.

✨Showcase Customer Care Experience

Be ready to discuss how you've provided outstanding customer service in previous roles. Use specific examples to illustrate your ability to build relationships and meet customer needs effectively.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, training programmes, and progression opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.

Mortgage and Protection Advisor
Countrywide Mortgage Services
Location: Lenham
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