At a Glance
- Tasks: Learn to provide tailored mortgage advice and support customers through their application journey.
- Company: Join a growing specialist lender dedicated to responsible lending solutions.
- Benefits: Fully funded CeMAP qualification, hybrid working, and uncapped earnings potential.
- Other info: Enjoy up to 25 days' leave, healthcare benefits, and clear career progression.
- Why this job: Kickstart your career in finance with structured training and real impact on customers' lives.
- Qualifications: 12 months in a KPI-driven sales or financial services role required.
The predicted salary is between 28000 - 35000 £ per year.
Fully funded Ce MAP qualification | Hybrid working after probation | Monthly bonus with OTE £50,000 | Clear career path into Mortgage Advice
If you have experience in a customer-facing sales or financial services role and want to build a long-term career as a Trainee Mortgage Advisor, this is an excellent opportunity to join a growing specialist lender that will invest in your future.
With a fully funded Ce MAP qualification, structured training, and ongoing coaching, you'll have everything you need to become a successful Mortgage Advisor.
You'll work alongside experienced advisors, learn the mortgage market from the ground up, and develop the knowledge and confidence to provide tailored lending solutions to customers across the UK.
Package & Benefits for the Trainee Mortgage Advisor
- Salary of £28,000 to £35,000 per annum, depending on experience.
- Fully funded Ce MAP qualification and structured training programme.
- Uncapped OTE of £50,000, with typical earnings around £41,000.
- Hybrid working after probation, with three days in the Manchester office.
- Up to 25 days' annual leave plus bank holidays and your birthday off.
- Healthcare cash plan.
- Pension scheme with up to 5% employer contribution.
- Life Assurance, Cycle to Work scheme, and Long Service Awards.
About the Company
You'll be joining a specialist financial services business dedicated to helping UK homeowners access responsible lending solutions.
The company is committed to developing talent, providing ongoing support, and creating genuine opportunities for long-term career progression.
Key Responsibilities for Trainee Mortgage Advisor
- Learn to provide tailored mortgage advice by working closely with experienced Mortgage Advisors.
- Manage customer enquiries, gather information, and support customers throughout the mortgage application journey.
- Build your knowledge of mortgage products, FCA regulations, and responsible lending while completing your funded Ce MAP qualification.
- Deliver excellent customer service while working towards individual performance and quality targets.
About You
- At least 12 months' experience in a KPI driven sales or financial services role.
- Motivated to complete a fully funded Ce MAP qualification and build a career in mortgage advice.
- Experience working within a target-driven or regulated environment.
For consideration please click apply with your most recent CV for consideration.
JL_FIN
Trainee Mortgage Advisor in Manchester employer: Fintelligent Careers
Join a dynamic financial services group that offers the unique opportunity to lead and build a new insurance division from the ground up. With a strong emphasis on entrepreneurial freedom, you will benefit from an established client network, comprehensive support, and a meaningful equity opportunity, all within a culture that fosters growth and innovation. This role not only allows for strategic leadership but also positions you at the forefront of creating long-term value in the commercial and real estate insurance sectors.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Advisor in Manchester
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Fintelligent Careers actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Fintelligent Careers. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Fintelligent Careers, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Mortgage Advisor in Manchester
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Fintelligent Careers can help you grow your skills and knowledge in the field.
Tailor Your Application to Fintelligent Careers:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Fintelligent Careers. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Fintelligent Careers
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Fintelligent Careers.
