Trainee Mortgage Advisor in Plymouth

Trainee Mortgage Advisor in Plymouth

Plymouth Full-Time 30000 - 42000 £ / year (est.) No working from home possible
Countrywide Mortgage Services

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.
  • Other info: Dynamic environment with transparent progression and a focus on diversity.
  • 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.

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 in Plymouth 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.

Countrywide Mortgage Services

Contact Details:

Countrywide Mortgage Services Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Trainee Mortgage Advisor in Plymouth

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Countrywide Mortgage Services. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Trainee Mortgage Advisor in Plymouth

CeMap or industry equivalent qualification
Business Development
Customer Care
Customer Service
Resilience
Organisational Skills
Numeracy

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Countrywide Mortgage Services.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Countrywide Mortgage Services's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Countrywide Mortgage Services

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Countrywide Mortgage Services.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Countrywide Mortgage Services will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Countrywide Mortgage Services employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.