Trainee Mortgage Advisor / Business Development Executive
Trainee Mortgage Advisor / Business Development Executive

Trainee Mortgage Advisor / Business Development Executive

Cardiff Internship 24000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Start as a Business Development Executive, learning the mortgage industry and supporting clients.
  • Company: Join a well-established finance company with a focus on career growth and training.
  • Benefits: Enjoy a guaranteed salary of £30,000, funded CeMAP qualification, and a fun team culture.
  • Why this job: Kickstart your career in finance with full training and a clear path to becoming a qualified Mortgage Advisor.
  • Qualifications: Sales or customer-facing experience preferred; strong communication and organisational skills required.
  • Other info: Work in a fast-paced environment with opportunities for progression and incentives.

The predicted salary is between 24000 - 30000 £ per year.

Kickstart Your Career in Mortgages

Office-based | £30,000 guaranteed (£24K base + £500/month bonus)

CeMAP Qualification Funded | Full Training Provided | Career Progression

Looking to break into financial services and build a long-term career as a qualified Mortgage Advisor? This is your opportunity. Join a well-established finance company and start your journey with full training, career progression, and sponsored CeMAP certification.

What You'll Do

  • Begin as a Business Development Executive, learning the foundations of the mortgage industry
  • Build strong relationships with brokers and financial advisers
  • Drive new business through inbound/outbound sales activity
  • Support the mortgage process from initial enquiry through to submission
  • Learn FCA compliance and best practices
  • Progress into a fully qualified Mortgage Broker role

What You’ll Bring

  • Experience in sales or customer-facing roles (phone-based preferred)
  • Great communication and relationship-building skills
  • Self-motivation, drive, and a proactive mindset
  • Strong organisation and attention to detail
  • Comfortable working in a fast-paced environment
  • Confident using Microsoft Office and CRM systems

Why Apply?

  • Guaranteed salary package of £30,000
  • Clear path to become a fully qualified Mortgage Advisor
  • CeMAP qualification fully funded
  • Comprehensive training and development
  • Fun, supportive team culture and staff incentives

Ready to take the first step in a rewarding career?

Trainee Mortgage Advisor / Business Development Executive employer: D&R Recruitment Limited

Join a dynamic and supportive team where your career as a Trainee Mortgage Advisor can truly flourish. With a guaranteed salary package of £30,000, comprehensive training, and a clear path to becoming a fully qualified Mortgage Advisor, this well-established finance company offers an excellent work culture that prioritises employee growth and development. Enjoy the benefits of a fun team environment, staff incentives, and the opportunity to gain a funded CeMAP qualification, all while making meaningful contributions in the financial services sector.
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Contact Detail:

D&R Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor / Business Development Executive

✨Tip Number 1

Familiarise yourself with the mortgage industry by reading up on current trends and regulations. This will not only boost your confidence during interviews but also show your genuine interest in the field.

✨Tip Number 2

Network with professionals already working in the financial services sector. Attend industry events or join online forums to connect with potential mentors who can provide insights and advice on breaking into the role.

✨Tip Number 3

Practice your communication skills, especially over the phone. Since the role involves a lot of customer interaction, being able to convey information clearly and confidently will set you apart from other candidates.

✨Tip Number 4

Demonstrate your self-motivation and proactive mindset by preparing questions about the company and the role during your interview. This shows that you are serious about your career and eager to learn more.

We think you need these skills to ace Trainee Mortgage Advisor / Business Development Executive

Sales Skills
Customer Service Skills
Communication Skills
Relationship-Building Skills
Self-Motivation
Proactive Mindset
Organisational Skills
Attention to Detail
FCA Compliance Knowledge
Microsoft Office Proficiency
CRM System Familiarity
Fast-Paced Work Adaptability
Team Collaboration
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any relevant experience in sales or customer-facing roles. Emphasise your communication skills and any achievements that demonstrate your ability to build relationships.

Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for entering the mortgage industry. Mention why you are interested in this specific role and how your skills align with the company's values and goals.

Highlight Relevant Skills: In your application, focus on skills such as organisation, attention to detail, and proficiency with Microsoft Office and CRM systems. Provide examples of how you've used these skills in previous roles.

Show Enthusiasm for Learning: Express your eagerness to learn and grow within the company. Mention your interest in obtaining the CeMAP qualification and how you see it contributing to your career progression.

How to prepare for a job interview at D&R Recruitment Limited

✨Showcase Your Sales Experience

Since the role requires experience in sales or customer-facing positions, be ready to discuss your previous roles. Highlight specific examples where you successfully built relationships or drove sales, as this will demonstrate your suitability for the position.

✨Demonstrate Communication Skills

Effective communication is key in this role. Prepare to articulate your thoughts clearly and confidently during the interview. Practise answering common questions out loud to ensure you convey your ideas smoothly and engage with the interviewer.

✨Research the Mortgage Industry

Familiarise yourself with the basics of the mortgage industry and current trends. This knowledge will not only impress the interviewers but also show your genuine interest in the field and your commitment to becoming a qualified Mortgage Advisor.

✨Prepare Questions for the Interviewers

Having thoughtful questions ready shows your enthusiasm for the role and the company. Ask about the training process, career progression opportunities, or the company culture to demonstrate your proactive mindset and eagerness to learn.

Trainee Mortgage Advisor / Business Development Executive
D&R Recruitment Limited

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