Trainee Mortgage Adviser

Trainee Mortgage Adviser

Redcar Full-Time 22500 - 31500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Become a Trainee Mortgage Adviser, assisting customers with mortgage applications and providing excellent service.
  • Company: Join The New Homes Group, the UK's leading new homes mortgage provider.
  • Benefits: Enjoy a competitive salary, bonuses, 28 days holiday, and health perks.
  • Why this job: Gain invaluable experience in financial services with clear career progression and earning potential.
  • Qualifications: Strong customer service and sales skills; desire to work in financial services required.
  • Other info: Full CeMAP qualification support provided; flexible working hours with a vibrant team culture.

The predicted salary is between 22500 - 31500 £ per year.

Job Title: Trainee Mortgage Adviser

With 2025 well underway, we have recently promoted several of our current Trainee Mortgage Advisers who have now taken up their new roles as full-time home-based Mortgage Advisers. We are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser in a role that offers a genuine opportunity for a long-term career in Financial Services.

We now have opportunities to join the UK S leading new homes mortgage provider to become a Trainee Mortgage Adviser.

Location: You will be based full time at our offices in Wakefield WF2 0XG, however once your training is complete and you have your full CeMAP qualifications you will gain promotion to become a full time home based Mortgage and Protection Adviser

Daily Commute: To be considered for this role, you must have your own vehicle to be able to commute to our offices as required, or live locally enough to have short commute via a reliable form of public transport.

Target: Candidates with a strong desire to work within the Financial Services arena, with a strong proven track record in customer service and or sales.

Year One Rewards: During the first 12 months, you will receive a salary guarantee of £30,000. This is basic salary of £25,500 and a guaranteed commission of £4,500. You will qualify for a bonus top up at the end of the 12-month period if you exceed targets. You can also increase your earnings by taking advantage of overtime which is regularly available.

After 12 Months: Upon successful completion of the initial period, your basic salary will increase to £27,500 plus commission and bonus, meaning an OTE of £40K – £45K.

CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam entry costs paid for by us.

Working hours: Working a rotating rota including early and late starts, working every other weekend.

The New Homes Group:

The New Homes Group is the UK S leading New Homes Specialist and as a Trainee Mortgage Adviser you will be working for the UK\’S leading new homes Mortgage Provider.

Be in no doubt that this is an outstanding opportunity which offers both long term career prospects and the opportunity to earn a substantial salary and benefits package.

Your role will consist of office based working for The New Homes Group Mortgage Services as first point of contact for our customers, needless to say this is an important and integral part of our organisation, our teams are highly trained and work to high expectations and are responsible for managing our customer s first impressions, it s fair to say you will find no two days are the same, and the experience gained will be invaluable to you once you become a Mortgage Adviser.

You will be responsible for making and receiving calls to customers referred to us by our national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with one of our specialist Mortgage Advisers.

Required Knowledge, skills and qualifications:

  • A strong desire to work within the Financial Services Industry, particularly within mortgages and protection.
  • A strong track record in customer service and sales.
  • Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
  • Organised, and adopts a disciplined and structured approach to work.
  • Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.

Benefits :

  • Permanent Full Time Role.
  • Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business.
  • 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation).
  • Contributory workplace pension.
  • 24 hour Wellbeing Employee Assistance Programme
  • Death in service cover.
  • Access to discounts platform, Perks at Work.
  • Access to self-funded Health Care plan.
  • Discounted medical assessment Health Screening.
  • Discount on Nuffield Gym Membership.
  • Discounts on estate agency, mortgage and surveying services.

( Subject to T&C s)

( Subject to CeMAP qualification and meeting agreed targets and standards)

If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on (phone number removed) for a confidential chat.

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Trainee Mortgage Adviser employer: Find Apprenticeships

The New Homes Group is an exceptional employer, offering a dynamic work environment in Wakefield where you can kickstart your career as a Trainee Mortgage Adviser. With comprehensive support for obtaining your CeMAP qualifications and a clear pathway to becoming a fully qualified Mortgage and Protection Adviser, employees benefit from competitive salaries, generous bonuses, and a strong focus on personal development. Our culture promotes teamwork and excellence, ensuring that every day brings new challenges and opportunities for growth in the thriving financial services sector.
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Contact Detail:

Find Apprenticeships Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Adviser

✨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 becoming a Trainee Mortgage Adviser.

✨Tip Number 2

Network with professionals in the financial services sector. Attend industry events or join online forums to connect with current Mortgage Advisers who can provide insights and potentially refer you to opportunities.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle customer inquiries or sales situations, as demonstrating your problem-solving skills will be crucial.

✨Tip Number 4

Showcase your customer service and sales experience in conversations. Be ready to share specific examples of how you've successfully managed client relationships or closed sales, as this is key for the role.

We think you need these skills to ace Trainee Mortgage Adviser

Customer Service Skills
Sales Experience
Excellent Communication Skills
Interpersonal Skills
Listening Skills
Organisational Skills
Attention to Detail
IT Proficiency
Microsoft Office Competence
Time Management
Problem-Solving Skills
Ability to Explain Complex Information Simply
Adaptability
Desire to Work in Financial Services

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service and sales, as these are key skills for a Trainee Mortgage Adviser. Use specific examples to demonstrate your achievements in these areas.

Craft a Compelling Cover Letter: Write a cover letter that expresses your strong desire to work in the Financial Services industry. Mention why you are interested in becoming a Mortgage Adviser and how your skills align with the role.

Showcase Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your ability to explain complex information clearly. Use concise language and avoid jargon to demonstrate your communication prowess.

Highlight IT Competence: Mention your proficiency in Microsoft Office and any other relevant IT skills. This is important as the role requires a competent user of IT systems, so be specific about your experience with tools like Excel, Word, and Outlook.

How to prepare for a job interview at Find Apprenticeships

✨Research the Company

Before your interview, take some time to learn about The New Homes Group. Understand their position in the market, their values, and what makes them the leading new homes mortgage provider in the UK. This knowledge will help you tailor your answers and show your genuine interest in the role.

✨Highlight Customer Service Experience

Since the role requires a strong track record in customer service, be prepared to discuss specific examples from your past experiences. Share how you handled challenging situations and how your approach led to positive outcomes for customers.

✨Demonstrate Communication Skills

As a Trainee Mortgage Adviser, you'll need to explain complex information clearly. Practice articulating your thoughts on financial concepts or customer scenarios in a simple manner. This will showcase your ability to communicate effectively during the interview.

✨Prepare Questions

At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about the training process, career progression, or company culture. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.

Trainee Mortgage Adviser
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Location: Redcar
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