Trainee Mortgage Advisor

Trainee Mortgage Advisor

Manchester Full-Time 28000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage solutions and provide top-notch customer service.
  • Company: Join a Manchester-based company dedicated to financial inclusion and empowering homeowners.
  • Benefits: Enjoy a competitive salary, up to 25 days off, healthcare, and a pension scheme.
  • Why this job: Make a real impact in people's lives while developing your skills in a dynamic environment.
  • Qualifications: CeMAP qualification or commitment to study, plus experience in sales and excellent communication skills.
  • Other info: Work onsite in Manchester City Centre at least three days a week.

The predicted salary is between 28000 - 35000 £ per year.

Are you a seeking a Trainee Mortgage Advisor looking to make a real difference? Our client, based in the heart of Manchester City Centre, is on a mission to redefine financial inclusion by offering bespoke lending solutions to UK homeowners. If you're passionate about empowering individuals and fostering financial well-being, this could be the perfect role for you.

This Mortgage Advisor role offers a fantastic basic salary from £28,000 - £35,000 (DOE and qualifications) with an OTE potential of £50,000. You'll enjoy a dynamic and fast-paced environment while being supported in developing your skills and performance.

As a Trainee Mortgage Advisor, you'll be responsible for:

  • Managing leads through various channels.
  • Delivering excellent customer service by evaluating customer needs and recommending suitable solutions.
  • Observing regulatory and ethical standards in line with SMCR.
  • Adhering to company policies and procedures.
  • Meeting and striving to exceed agreed service levels and targets.
  • Working in accordance with the company’s responsible lending and underwriting policies.

Package and Benefits:

The Trainee Mortgage Advisor role comes with an attractive package, including:

  • Basic salary ranging from £28,000 to £35,000 depending on CeMAP qualification.
  • OTE potential of £50,000, with typical earnings around £41,000.
  • Up to 25 days’ annual leave plus bank holidays, and your birthday off every year.
  • A healthcare cash plan and contributory pension scheme matched up to 5%.
  • Long Service Awards, Cycle to Work scheme, and Life Assurance.

For the Trainee Mortgage Advisor position, our client is looking for:

  • CeMAP qualification or part qualification, or a commitment to study and gain the qualification (training packages provided).
  • At least 12 months experience in an advised sales role.
  • Proven track record of achieving key objectives in a fast-paced environment.
  • Ability to work onsite in Manchester City Centre at least three days per week.
  • Excellent customer service, communication, and decision-making skills.

If you're a driven Mortgage Advisor looking to join a purpose-driven company and make a real impact, this is the role for you. Take the next step in your career and apply today to join a team that's committed to redefining financial inclusion.

Trainee Mortgage Advisor employer: Fintelligent

Our client is an exceptional employer located in the vibrant Manchester City Centre, offering a supportive and dynamic work environment that fosters personal and professional growth. With a competitive salary package, generous annual leave, and unique benefits such as a healthcare cash plan and a Cycle to Work scheme, employees are encouraged to thrive while making a meaningful impact on financial inclusion. Join a passionate team dedicated to empowering individuals and enjoy the opportunity to develop your skills as a Trainee Mortgage Advisor in a fast-paced, rewarding role.
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Contact Detail:

Fintelligent Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the latest trends in the mortgage industry. Understanding current market conditions and lending solutions will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 2

Network with professionals in the financial services sector. Attend local events or join online forums to connect with experienced Mortgage Advisors who can provide insights and possibly refer you to job openings.

✨Tip Number 3

Consider gaining relevant experience through internships or part-time roles in sales or customer service. This will help you build a strong foundation in client interaction, which is crucial for a Trainee Mortgage Advisor.

✨Tip Number 4

Prepare for the interview by practising common questions related to customer service and sales scenarios. Being able to articulate your thought process and decision-making skills will set you apart from other candidates.

We think you need these skills to ace Trainee Mortgage Advisor

CeMAP qualification or commitment to study for it
Experience in an advised sales role
Excellent customer service skills
Strong communication skills
Decision-making skills
Ability to manage leads effectively
Understanding of regulatory and ethical standards (SMCR)
Familiarity with responsible lending and underwriting policies
Proven track record of achieving sales targets
Adaptability in a fast-paced environment
Teamwork and collaboration skills
Time management and organisational skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience, especially in advised sales roles. Emphasise any customer service skills and achievements that align with the responsibilities of a Trainee Mortgage Advisor.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial inclusion and your commitment to helping clients. Mention your CeMAP qualification status and how it relates to the role, as well as your motivation to join the company.

Highlight Relevant Experience: In your application, clearly outline any previous roles that involved customer interaction or sales. Use specific examples to demonstrate your ability to meet targets and provide excellent service.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Fintelligent

✨Know Your Numbers

Familiarise yourself with key mortgage statistics and trends in the UK market. Being able to discuss current interest rates, lending criteria, and financial inclusion will show your passion and preparedness for the role.

✨Demonstrate Customer Service Skills

Prepare examples from your past experience where you provided excellent customer service. Highlight how you evaluated customer needs and recommended suitable solutions, as this is crucial for a Trainee Mortgage Advisor.

✨Understand Regulatory Standards

Brush up on the SMCR (Senior Managers and Certification Regime) and other relevant regulations. Showing that you understand the importance of compliance will impress your interviewers and demonstrate your commitment to ethical standards.

✨Show Enthusiasm for Learning

Express your eagerness to gain the CeMAP qualification if you haven't already. Discuss any steps you've taken towards this goal, as it shows your dedication to professional development and aligns with the company's values.

Trainee Mortgage Advisor
Fintelligent
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  • Trainee Mortgage Advisor

    Manchester
    Full-Time
    28000 - 35000 £ / year (est.)

    Application deadline: 2027-06-14

  • F

    Fintelligent

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