Trainee Mortgage Advisor

Trainee Mortgage Advisor

Bodmin Full-Time 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 Group, a leading estate agency with over 1,250 branches across the UK.
  • Benefits: Enjoy competitive salary, industry-leading training, and all-expense paid trips for top achievers.
  • Why this job: Gain valuable qualifications while working in a supportive and rewarding environment.
  • Qualifications: A positive attitude, sales experience, and a full UK driving license are essential.
  • Other info: Transparent progression structure with dedicated study time to achieve your mortgage qualification.

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

Trainee Mortgage Advisor

Millers in Bodmin offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £35,000 – £45,000 realistic and achievable – Warm leads – Industry leading training – Agile and nimble IT systems

What’s in it for you as our Trainee Mortgage Advisor?

  1. Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
  2. Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
  3. Transparent and fair progression structure allowing you to forge a true career.
  4. Highly skilled and experienced management team.
  5. Competitive basic salary with a realistic year one OTE of £35-45k.
  6. Central Admin Support and agile IT tools to help you succeed.
  7. Supportive, encouraging, and rewarding environment – We invest in you!
  8. All-expense paid trips for top achievers.

Key responsibilities of a Trainee Mortgage Advisor:

  1. Building relationships with the Estate Agency team through training and support.
  2. Take part in regular team meetings to discuss best practices and build relationships.
  3. You will conduct 2 to 3 appointments a day.
  4. Providing advice on a range of products and services to meet your customers’ needs.
  5. 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:

  1. Resilient, positive, and a friendly can-do attitude.
  2. Strong track record in generating new sales and following through to completion.
  3. Motivated to be successful.
  4. Always doing the right thing by the customer.
  5. Able to work under pressure and build strong alliances.
  6. Attention to detail.
  7. Good customer service skills.
  8. Full UK driving license.

Countrywide Mortgage Services are part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network of over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing, and more!

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.

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Trainee Mortgage Advisor employer: Countrywide Mortgage Services

Millers in Bodmin is an exceptional employer, offering a supportive and rewarding environment where you can thrive as a Trainee Mortgage Advisor. With structured progression opportunities, industry-leading training, and a competitive salary package, we invest in your growth and success. Join a highly skilled management team and enjoy the benefits of working in a dynamic setting that values your contributions and fosters career development.
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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

Familiarise yourself with the mortgage industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the mortgage sector, especially those who work at Millers or similar companies. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.

✨Tip Number 3

Prepare for potential role-play scenarios during interviews. As a Trainee Mortgage Advisor, you'll need to demonstrate your ability to build relationships and provide advice, so practice these skills with friends or mentors.

✨Tip Number 4

Showcase your resilience and positive attitude in conversations with recruiters. Share examples of how you've overcome challenges in previous roles, as this aligns with the qualities they are looking for in a successful candidate.

We think you need these skills to ace Trainee Mortgage Advisor

Resilience
Positive Attitude
Sales Generation
Customer Relationship Management
Attention to Detail
Strong Communication Skills
Ability to Work Under Pressure
Motivation for Success
Team Collaboration
Problem-Solving Skills
Time Management
Full UK Driving License
Adaptability
Customer Service Excellence

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and skills required for the Trainee Mortgage Advisor position. Tailor your application to highlight how your experiences align with these requirements.

Craft a Compelling CV: Your CV should be clear and concise, showcasing relevant experience, skills, and achievements. Emphasise any sales experience or customer service roles that demonstrate your ability to build relationships and work under pressure.

Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Millers in Bodmin that attract you, such as their training opportunities and supportive environment, and explain why you would be a great fit.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a role in mortgage advising.

How to prepare for a job interview at Countrywide Mortgage Services

✨Research the Company

Before your interview, take some time to learn about Millers and the Connells Group. Understand their values, services, and recent achievements. This knowledge will help you tailor your answers and show genuine interest in the role.

✨Prepare for Common Questions

Anticipate questions related to customer service, sales experience, and how you handle pressure. Think of specific examples from your past that demonstrate your skills and resilience, as these are key traits for a Trainee Mortgage Advisor.

✨Show Your Motivation

Express your enthusiasm for the role and the mortgage industry. Discuss your career goals and how this position aligns with them. Employers appreciate candidates who are motivated and eager to grow within the company.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of your interview. Inquire about the training process, team dynamics, or progression opportunities. This not only shows your interest but also helps you assess if the company is the right fit for you.

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