Trainee Mortgage Advisor

Trainee Mortgage Advisor

Trainee 25000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Meet clients and provide top-notch mortgage advice while building lasting relationships.
  • Company: Join a leading property company with a supportive and dynamic team.
  • Benefits: Enjoy 33 days holiday, commission, birthday off, and a structured career path.
  • Other info: Flexible work pattern with opportunities for growth and development.
  • Why this job: Get sponsored for a recognised qualification and make a real difference in people's lives.
  • Qualifications: Sales experience and a passion for helping customers are key.

The predicted salary is between 25000 - 30000 £ per year.

Diamond Search Recruitment are delighted to be working with a leading property company. We are looking for great people who we can sponsor to achieve the professionally recognised mortgage qualification, CeMAP. A Trainee Mortgage Advisor, if you have that special something and have a proven sales record, we would be delighted in helping you through your qualification.

Role Requirements

  • Meet with lots of different clients and provide them with the best possible mortgage advice and protection.
  • Seek out the best financial and mortgage solutions for our customers.
  • Advise on and sell associated insurance products from the market leaders.
  • Meet and exceed targets.
  • Work closely with our estate agency colleagues to maximise new leads and opportunities.
  • Build great relationships that encourage customers to return.
  • Work with our existing client base, which is often a great source of new business.
  • Liaise with lenders to stay updated with new products.
  • Work closely with our Admin Support Team to ensure cases are completed and FCA compliant.

Personal Skills

  • People and customer focused.
  • Driven, motivated, and passionate to succeed.
  • Focused on turning the ordinary into the extraordinary and not afraid of hard work.
  • Ideally able to drive, as there will be times when you need to help out neighbouring offices and attend regular sales meetings.
  • Enjoy seeing customers' eyes light up when you help them finance their perfect property.

Work Pattern

5 days per week including some Saturdays (typically 2 Saturdays off per month depending on the role/office).

Benefits

  • Holiday Commission.
  • 33 days paid Holiday.
  • Extra day off for your birthday.
  • Pension.
  • Life Insurance.
  • Company Rewards and Incentives.
  • Structured Career Path.
  • Employee Assistance Scheme.
  • Paid entry for charitable events.

Do not miss out on this superb opportunity. If you have the skills, experience and attributes required we would love to hear from you. Apply today!

Trainee Mortgage Advisor employer: Diamond Search Recruitment

At Diamond Search Recruitment, we pride ourselves on being an exceptional employer, offering a supportive environment where Trainee Mortgage Advisors can thrive. With a commitment to professional development, we sponsor our employees to achieve the CeMAP qualification while providing a structured career path, generous benefits including 33 days of paid holiday and a day off for your birthday, and a vibrant work culture that celebrates success and teamwork. Join us in a role that not only offers competitive rewards but also the chance to make a meaningful impact in the lives of our clients as you help them secure their dream properties.
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Contact Detail:

Diamond Search Recruitment 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 meet people in the industry. Attend local events, join online forums, or even hit up social media groups related to mortgage advising. The more connections you make, the better your chances of landing that dream role.

✨Tip Number 2

Practice your pitch! You never know when you'll bump into someone who could help you land a job. Have a quick, engaging summary of who you are and what you're looking for ready to go. Make it memorable and show off that passion for helping clients!

✨Tip Number 3

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

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, we love seeing candidates who take that extra step to connect with us!

We think you need these skills to ace Trainee Mortgage Advisor

Sales Skills
Customer Service
Mortgage Advice
Financial Solutions
Insurance Product Knowledge
Target Achievement
Relationship Building
Communication Skills
FCA Compliance
Motivation
Drive
Adaptability
Team Collaboration
Problem-Solving

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for becoming a Trainee Mortgage Advisor shine through. We want to see that drive and motivation in your words, so don’t hold back on expressing why you’re excited about this opportunity!

Tailor Your CV: Make sure your CV is tailored to the role. Highlight any sales experience and customer-focused roles you've had. We love seeing how your past experiences can translate into success in this position, so be specific!

Be Personable: Remember, this role is all about building relationships with clients. Use your application to showcase your people skills. Share examples of how you've connected with customers in the past and how you’ve gone the extra mile for them.

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 this fantastic opportunity. Don’t miss out – hit that apply button!

How to prepare for a job interview at Diamond Search Recruitment

✨Know Your Mortgage Basics

Before the interview, brush up on your mortgage knowledge. Understand key terms like interest rates, fixed vs variable mortgages, and the importance of credit scores. This will show your potential employer that you're serious about the role and ready to learn.

✨Showcase Your Sales Skills

Since a proven sales record is essential, prepare examples of your past successes. Think of specific situations where you exceeded targets or built strong customer relationships. Be ready to discuss how these experiences can translate into success as a Trainee Mortgage Advisor.

✨Demonstrate Your People Skills

As this role is all about client interaction, practice how you'll build rapport with customers. Think of ways to convey empathy and understanding during the interview. Role-playing common client scenarios can help you articulate your approach to providing excellent service.

✨Ask Insightful Questions

Prepare thoughtful questions about the company and the role. Inquire about their training process for the CeMAP qualification or how they support new advisors in building their client base. This shows your enthusiasm and commitment to growing within the company.

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