Trainee Mortgage Advisor

Trainee Mortgage Advisor

Plymouth Entry level 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help customers navigate the mortgage process and build strong relationships with estate agents.
  • Company: Join Countrywide Mortgage Services, a supportive and inclusive workplace.
  • Benefits: OTE £55k, uncapped commission, superb training, and all-expenses-paid trips for top achievers.
  • Why this job: Make a real difference in people's lives while developing your career in finance.
  • Qualifications: CeMap qualification and a passion for outstanding customer service.
  • Other info: Dynamic environment with transparent progression and a focus on diversity.

The predicted salary is between 30000 - 42000 £ per year.

Overview

Trainee Mortgage Advisor – Countrywide Mortgage Advisor are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Plymouth. OTE £55k.

We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.

What we offer you as our Trainee Mortgage and Protection Advisor

  • Competitive Salary OTE £55k
  • 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.

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Trainee Mortgage Advisor employer: Countrywide Mortgage Services

Countrywide Mortgage Services is an exceptional employer located in Plymouth, offering a competitive salary with an OTE of £55k and a superb training and development programme designed to invest in your growth. With a supportive and rewarding work culture, uncapped commission opportunities, and a transparent progression structure, we empower our Trainee Mortgage Advisors to thrive in a fast-paced environment while building meaningful relationships with customers and colleagues alike.
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Contact Detail:

Countrywide Mortgage Services 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 social media groups. The more people you know, the better your chances of landing that Trainee Mortgage Advisor role.

✨Tip Number 2

Practice makes perfect! Prepare for interviews by role-playing common questions with friends or family. Focus on showcasing your customer service skills and how you can adapt to a fast-paced environment. Remember, confidence is key!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism. Plus, it’s a great chance to reiterate why you’re the perfect fit!

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you succeed, and applying directly shows your commitment. Plus, you’ll be one step closer to that OTE of £55k and all the perks that come with being a Trainee Mortgage Advisor!

We think you need these skills to ace Trainee Mortgage Advisor

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

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 your ability to work in a target-driven environment, as these are key for us.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Mortgage Advisor and how your background makes you a great fit. Don’t forget to mention your CeMap qualification if you have it!

Show Off Your Communication Skills: Since excellent verbal and written communication skills are essential for this role, make sure your application is clear, concise, and free of errors. We want to see your personality shine through!

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

How to prepare for a job interview at Countrywide Mortgage Services

✨Know Your Stuff

Make sure you’re familiar with the mortgage products and services that Countrywide offers. Brush up on your CeMap knowledge and be ready to discuss how you can help customers navigate their options. This shows you’re not just interested in the role, but you’re also prepared to hit the ground running.

✨Show Off Your People Skills

As a Trainee Mortgage Advisor, building relationships is key. Prepare examples of how you've successfully interacted with customers or colleagues in the past. Highlight your outstanding customer care experience and how you’ve gone above and beyond to meet client needs.

✨Be Ready for a Fast-Paced Environment

Countrywide is looking for someone who thrives under pressure. Think of times when you’ve worked towards targets or deadlines. Be ready to share how you stay organised and motivated in a busy setting, as this will demonstrate your adaptability and resilience.

✨Ask Smart Questions

At the end of the interview, don’t forget to ask insightful questions about the training programme and progression opportunities. This shows your genuine interest in the role and helps you understand how you can grow within the company. Plus, it gives you a chance to assess if this is the right fit for you!

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