Trainee Mortgage Advisor

Trainee Mortgage Advisor

Worthing Internship No home office possible
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At a Glance

  • Tasks: Join our team as a Trainee Mortgage Advisor, helping clients find the best mortgage solutions.
  • Company: Connells Group is a leading estate agency dedicated to empowering individuals in their careers.
  • Benefits: Enjoy competitive salary, uncapped commission, ongoing training, and exciting incentives like overseas trips.
  • Why this job: This role offers mentorship, a clear career path, and the chance to make a real impact.
  • Qualifications: You need to be fully CeMAP qualified with sales experience and a positive, driven attitude.
  • Other info: We celebrate diversity and encourage all qualified candidates to apply, regardless of background.

Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? Do you want a transparent progression structure with real monetary value?

If this describes you then we are currently recruiting for qualified Mortgage Advisors to join our Estate Agency team. We pride ourselves on our ability to help people reach their full potential with the best training and development programme in the industry.

This together with the fact that you hold your CeMap qualification will make it easy to integrate into the day to day Mortgage Services environment and work successfully alongside your Estate Agency colleagues. You will be self-motivated, professional, ambitious and fully qualified with a real passion for delivering great service.

What’s in it for you?

  • Competitive Basic Salary
  • Uncapped Commission Structure
  • Progressive and proven Career Journey
  • Opportunity to further your professional qualifications
  • Awards and ongoing Incentives including top achievers overseas trips
  • Ongoing Training and Support to keep you ahead of your game
  • Access to an award winning mortgage service with exclusive mortgage products
  • Full Administration Support

Key responsibilities of a Mortgage Advisor:

  • You will work hand in hand with your estate agency colleagues to maximise mortgage and protection sales from quality leads.
  • You will be tasked with delivering our industry leading levels of client care and service and helping each client find the solution that best suits their individual needs and circumstances so they come back time and time again.
  • You will be advising on and arranging residential mortgages, Buy to Let mortgages, remortgages and product transfers and an award winning suite of non-regulated insurance products from market leading insurers.
  • Work with and provide feedback to residential team in respect of progress to leads.

Skills and experience required to be a successful Mortgage Advisor:

  • Fully CeMAP qualified or equivalent
  • Banking or Financial background preferred but not essential
  • Minimum of 1 years’ sales experience (working towards targets/objectives)
  • Positive and resilient attitude
  • Naturally driven to reach and exceed your goals
  • Organised, self-motivated and a team player
  • Ability to work under pressure
  • Numerate and detail conscious

Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

Trainee Mortgage Advisor employer: Fox and Sons

At Connells Group, we are committed to fostering a supportive and dynamic work environment for our Trainee Mortgage Advisors. With a transparent progression structure, competitive salary, and uncapped commission, we empower our employees to achieve their professional goals while providing ongoing training and access to exclusive mortgage products. Our inclusive culture encourages diversity and personal growth, making us an excellent employer for those looking to thrive in the mortgage advisory field.
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Contact Detail:

Fox and Sons Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Network with professionals in the mortgage and estate agency sectors. Attend industry events or join relevant online forums to connect with current Mortgage Advisors. This can provide you with insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Prepare for interviews by practising common questions related to mortgage advising. Focus on demonstrating your understanding of client care and how you would handle various scenarios that may arise in the role.

✨Tip Number 4

Showcase your passion for delivering excellent service. During any interactions, whether networking or interviewing, emphasise your commitment to helping clients find the best solutions for their needs.

We think you need these skills to ace Trainee Mortgage Advisor

CeMAP Qualification
Sales Experience
Client Care
Financial Knowledge
Organisational Skills
Team Collaboration
Numeracy Skills
Resilience
Goal Orientation
Attention to Detail
Communication Skills
Problem-Solving Skills
Time Management
Ability to Work Under Pressure

Some tips for your application 🫡

Highlight Your Qualifications: Make sure to prominently feature your CeMAP qualification in your CV and cover letter. This is a key requirement for the Trainee Mortgage Advisor role, so emphasise it to show you meet the basic criteria.

Showcase Relevant Experience: Even if you don't have direct mortgage experience, highlight any sales experience or customer service roles you've held. Use specific examples to demonstrate how your skills can translate into success as a Mortgage Advisor.

Tailor Your Cover Letter: Craft a personalised cover letter that reflects your passion for the role and the company. Mention why you're excited about the opportunity to work with Connells Group and how you align with their values of support and development.

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, which is crucial in the financial services industry.

How to prepare for a job interview at Fox and Sons

✨Showcase Your CeMAP Qualification

Make sure to highlight your CeMAP qualification during the interview. Discuss how it has prepared you for the role and any relevant knowledge you've gained that can help you excel as a Mortgage Advisor.

✨Demonstrate Your Sales Experience

Be ready to talk about your previous sales experience, especially how you've worked towards targets. Share specific examples of how you achieved your goals and how this experience will benefit your role in mortgage advising.

✨Emphasise Client Care Skills

Since delivering excellent client care is crucial, prepare to discuss how you've provided outstanding service in past roles. Use examples that showcase your ability to understand client needs and build lasting relationships.

✨Prepare Questions About Training and Development

Show your enthusiasm for growth by preparing thoughtful questions about the training and development opportunities available. This demonstrates your ambition and commitment to becoming a successful Mortgage Advisor.

Trainee Mortgage Advisor
Fox and Sons
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