Trainee Mortgage Advisor

Trainee Mortgage Advisor

Narberth Trainee 28000 - 42000 £ / year (est.) No home office possible
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Countrywide Mortgage Services

At a Glance

  • Tasks: Help customers navigate the mortgage process and provide tailored advice.
  • Company: Join John Francis Estate Agency, a supportive team focused on customer experience.
  • Benefits: Enjoy a competitive salary, uncapped commission, and fantastic training opportunities.
  • Why this job: Be part of a dynamic environment with clear progression and rewarding incentives.
  • Qualifications: Must hold CeMap or equivalent; strong customer service skills are essential.
  • Other info: Diversity is valued; all backgrounds are encouraged to apply!

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

Trainee Mortgage Advisor

John Francis in West Wales is hiring!

We are looking for All Levels of Mortgage Advisors to join our team in West Wales.

If you have the mortgage qualification and a solid targeted sales background, we want to hear from you.

Locations include: Cardigan/ Lampeter/ Fishguard and Narberth

Key responsibilities of a 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 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 license

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.

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Trainee Mortgage Advisor employer: Countrywide Mortgage Services

John Francis Estate Agency is an exceptional employer located in Narberth, offering a supportive and rewarding environment for Trainee Mortgage Advisors. With a competitive salary and uncapped commission, employees benefit from a superb training programme, transparent progression structure, and the opportunity to work alongside a highly skilled management team. The company values diversity and inclusivity, ensuring that all employees are invested in and have access to growth opportunities.
Countrywide Mortgage Services

Contact Detail:

Countrywide Mortgage Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the mortgage process and the specific products offered by John Francis Estate Agency. Understanding their offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the role.

✨Tip Number 2

Network with current or former employees of John Francis Estate Agency on platforms like LinkedIn. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.

✨Tip Number 3

Prepare to discuss your customer service experience in detail. Since outstanding customer care is a key requirement for this role, think of specific examples where you've gone above and beyond to meet customer needs.

✨Tip Number 4

Showcase your adaptability and resilience during any interactions with the company. Given the fast-paced, target-driven environment, providing examples of how you've thrived under pressure can set you apart from other candidates.

We think you need these skills to ace Trainee Mortgage Advisor

CeMap or equivalent qualification
Customer Care Skills
Business Development Skills
Resilience
Organisational Skills
Numeracy Skills
Attention to Detail
Verbal Communication Skills
Written Communication Skills
IT Literacy (MS Office, internet, email systems)
Self-Motivation
Adaptability
Teamwork
Time Management
Driving License and Vehicle Access

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 your customer service experience, adaptability, and any qualifications like CeMap.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your motivation to improve customer experiences. Mention specific examples of how you've demonstrated resilience and organisation in previous roles.

Highlight Your Communication Skills: Since excellent verbal and written communication skills are crucial for this role, provide examples in your application that demonstrate your ability to communicate effectively with customers and colleagues.

Show Enthusiasm for Learning: Express your eagerness to participate in the training and development programme offered by John Francis Estate Agency. Highlight any previous experiences where you successfully adapted to new challenges or learned new skills quickly.

How to prepare for a job interview at Countrywide Mortgage Services

✨Showcase Your Customer Service Skills

As a Trainee Mortgage Advisor, outstanding customer care is crucial. Prepare examples of how you've provided excellent service in the past, highlighting your ability to build relationships and resolve issues effectively.

✨Demonstrate Your Adaptability

This role requires someone who can thrive in a fast-paced environment. Be ready to discuss situations where you've had to adapt quickly to changes or challenges, showcasing your resilience and positive attitude.

✨Familiarise Yourself with Mortgage Products

Understanding the mortgage process and various products is key. Brush up on common mortgage types and be prepared to discuss how you would guide customers through their options, demonstrating your knowledge and confidence.

✨Prepare Questions for the Interviewers

Engage with your interviewers by asking insightful questions about the company culture, training programmes, and progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Trainee Mortgage Advisor
Countrywide Mortgage Services
Location: Narberth
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