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: Salary up to £35,000, fully funded CeMAP qualification, hybrid working, and generous leave.
- Other info: Dynamic environment with clear career progression and ongoing support.
- Why this job: Kickstart your career in finance with structured training and uncapped earning potential.
- Qualifications: 12 months' experience in sales or financial services and motivation to succeed.
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 drivensales 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.
- #J-18808-Ljbffr
Trainee Mortgage Advisor in Stretford employer: Fintelligent Search
Fintelligent Search is an excellent employer for those looking to thrive in the motor trade insurance sector. Located in Stockport, the company fosters a supportive work culture that prioritises employee development and offers competitive salaries alongside performance-related bonuses. With a focus on client advisory work and risk assessments, employees are empowered to grow their expertise in commercial insurance while enjoying a collaborative team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Advisor in Stretford
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Fintelligent Search. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Mortgage Advisor in Stretford
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Fintelligent Search.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Fintelligent Search
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Fintelligent Search.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Fintelligent Search.
