Trainee Mortgage advisor

Trainee Mortgage advisor

Cheltenham Full-Time 42000 £ / year No home office possible
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At a Glance

  • Tasks: Conduct client consultations and provide tailored mortgage advice.
  • Company: Join an award-winning financial services partner with a focus on growth.
  • Benefits: Enjoy a starting salary of £42,000 and exceptional earning potential.
  • Why this job: Launch a rewarding career with expert training and long-term success opportunities.
  • Qualifications: Strong communication skills and a full UK driving licence required.
  • Other info: Training starts in October 2025; apply now for a chance to join!

Ready for a Career Change? Discover a Rewarding Future in Financial Services. Feeling stuck in your current role and unsure where to turn? If you’re a driven professional ready for a new challenge, a career in financial services could be your next big opportunity. Our award-winning partner client is seeking ambitious individuals to join their team as Trainee Mortgage Advisors. This fully funded development programme offers the perfect transition for those looking to build a lucrative and fulfilling new career.

With a minimum starting salary of £42,000, you’ll receive first-class training in a modern office environment and benefit from exceptional earning potential as you grow. This opportunity is ideal for successful professionals from other industries who are looking to make a meaningful career move. If you’re motivated, personable, and ready to commit to long-term success, we want to hear from you.

About the Training Academy

The training academy selects a limited number of outstanding individuals who are ready to take on a new challenge in financial services. No previous experience in mortgage advice is required. Through expert-led training and hands-on support, you’ll gain the skills and confidence needed to succeed. This is a unique opportunity to launch a long-term career and become a valued member of a high-performing team.

Key Responsibilities

  • Conduct thorough client consultations to understand financial needs and objectives
  • Provide tailored advice on mortgage products and related services
  • Build and maintain trusted, long-term client relationships
  • Ensure full compliance with industry regulations and internal policies

Requirements

  • Strong interpersonal and communication skills
  • Demonstrated ability to build and maintain professional relationships
  • Proven track record of commitment and longevity in previous roles
  • Eagerness to learn and adapt in a fast-paced environment
  • A full UK driving licence is essential

Important notice: This role will commence in October 2025 and initial shortlisting will begin in end of June 2025. If you’re ready to jump into a new career, we want to hear from you. Contact Hattie Hlad at Pertemps Gloucester for full details.

Trainee Mortgage advisor employer: Gloucester Perms (295)

Join a dynamic and supportive team as a Trainee Mortgage Advisor, where your career aspirations are nurtured through a fully funded development programme in a modern office environment. With a competitive starting salary of £42,000 and exceptional earning potential, you'll benefit from first-class training and hands-on support, ensuring you thrive in the financial services sector. Our inclusive work culture fosters professional growth and long-term success, making this an ideal opportunity for motivated individuals seeking a rewarding career change.
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Contact Detail:

Gloucester Perms (295) Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage advisor

✨Tip Number 1

Network with professionals in the financial services sector. Attend industry events or join online forums to connect with current mortgage advisors and learn about their experiences. This can provide valuable insights and may even lead to referrals.

✨Tip Number 2

Research the latest trends in the mortgage market. Understanding current products, regulations, and customer needs will not only prepare you for interviews but also demonstrate your commitment to the role and industry.

✨Tip Number 3

Prepare for potential interview questions by practising your responses. Focus on how your previous experience can translate into the skills needed for a Trainee Mortgage Advisor, especially in building relationships and understanding client needs.

✨Tip Number 4

Showcase your eagerness to learn during any interactions with the company. Ask insightful questions about the training programme and express your enthusiasm for developing your skills in the financial services field.

We think you need these skills to ace Trainee Mortgage advisor

Interpersonal Skills
Communication Skills
Client Consultation
Relationship Building
Adaptability
Attention to Detail
Problem-Solving Skills
Time Management
Financial Knowledge
Regulatory Compliance
Sales Skills
Team Collaboration
Motivation and Drive
Customer Service Orientation

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Mortgage Advisor. Familiarise yourself with the skills required and how your previous experience can translate into this new role.

Tailor Your CV: Craft your CV to highlight relevant skills and experiences that align with the job description. Emphasise your interpersonal and communication skills, as well as any experience in building professional relationships.

Write a Compelling Cover Letter: In your cover letter, express your motivation for transitioning into financial services. Share specific examples of your commitment and adaptability from previous roles, and explain why you are excited about this opportunity.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.

How to prepare for a job interview at Gloucester Perms (295)

✨Show Your Interpersonal Skills

As a Trainee Mortgage Advisor, strong interpersonal skills are crucial. During the interview, demonstrate your ability to connect with people by sharing examples of how you've built relationships in previous roles.

✨Research the Company

Familiarise yourself with the financial services industry and the specific company you're interviewing with. Understanding their values, mission, and recent achievements will help you tailor your responses and show genuine interest.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving abilities and client interaction skills. Think of situations from your past where you successfully navigated challenges or provided excellent service.

✨Express Your Eagerness to Learn

Since no prior experience in mortgage advice is required, emphasise your willingness to learn and adapt. Share examples of how you've quickly picked up new skills in previous jobs to illustrate your commitment to growth.

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