Trainee Mortgage Advisor

Trainee Mortgage Advisor

Hedge End Full-Time 21000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help customers navigate the mortgage process and provide tailored advice.
  • Company: Join Morris Dibben, a leading estate agency in Southampton, known for exceptional service.
  • Benefits: Enjoy a competitive salary, uncapped commission, and fantastic training opportunities.
  • Why this job: Be part of a dynamic team, build relationships, and make a real impact on customers' lives.
  • Qualifications: Must hold CeMap or equivalent qualification and have strong customer service skills.
  • Other info: We value diversity and encourage all qualified candidates to apply, even if you don't meet every requirement.

The predicted salary is between 21000 - 42000 £ per year.

Trainee Mortgage Advisor

Morris Dibben Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Southampton. OTE £35k

We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.

You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.

What can we offer you as our Trainee Mortgage and Protection Advisor..

  • Competitive Salary OTE £35k
  • Superb training and development programme with career progression opportunities
  • Uncapped commission
  • Leads generated from our colleagues in Estate Agency.
  • Quality and Loyalty Bonus
  • Group Discounts on Property Services.

Main responsibilities of a Trainee Mortgage and Protection Advisor

  • Building relationships with the Estate Agency teams in order to provide training and support.
  • Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
  • Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
  • Taking part in regular branch meetings to discuss best practice and build lasting relationships.

Skills and experience required to be a successful Trainee Mortgage and Protection Advisor

  • Hold CeMap or industry equivalent qualification.
  • Able to generate new business in a target driven environment.
  • Outstanding customer care / customer service experience.
  • Resilient, positive, organised, numerate and detail oriented
  • Excellent verbal and written communication skills.
  • IT literate (MS Office, internet, email systems).
  • A Full UK driving license and access to your own vehicle.

Countrywide Mortgage Services 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.

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Trainee Mortgage Advisor employer: J.P. Morgan

Morris Dibben Estate Agency is an exceptional employer located in Southampton, offering a competitive salary with an OTE of £35k and a superb training and development programme that fosters career progression. Our vibrant work culture prioritises employee growth, providing uncapped commission and quality bonuses, while our commitment to diversity and inclusion ensures a welcoming environment for all team members.
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Contact Detail:

J.P. Morgan Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the mortgage products and services available in the market. Understanding the different options will not only help you during interviews but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the mortgage and estate agency sectors. Attend local events or join online forums to connect with others in the industry, which can provide valuable insights and potentially lead to referrals.

✨Tip Number 3

Prepare for situational questions by thinking of examples from your past experiences that showcase your customer service skills and ability to work under pressure. This will help you stand out during the interview process.

✨Tip Number 4

Research Morris Dibben Estate Agency and their values. Tailoring your conversation to align with their mission and demonstrating how you can contribute to their team will make a positive impression.

We think you need these skills to ace Trainee Mortgage Advisor

CeMap or equivalent qualification
Customer Care Skills
Business Development Skills
Resilience
Organisational Skills
Numeracy Skills
Attention to Detail
Verbal Communication Skills
Written Communication Skills
IT Literacy (MS Office, internet, email systems)
Self-Motivation
Adaptability
Target-Driven Mindset
Relationship Building Skills
Time Management Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Trainee Mortgage Advisor. Emphasise your customer service experience and any qualifications like CeMap.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your motivation to improve customer experiences. Mention specific examples of how you've demonstrated adaptability and resilience in previous roles.

Highlight Relevant Skills: In your application, clearly outline your communication skills, IT literacy, and ability to work in a target-driven environment. Use bullet points for clarity and impact.

Show Enthusiasm for Training: Express your eagerness to participate in the training and development programme offered by Morris Dibben. Highlight your commitment to professional growth and how you plan to leverage the training to excel in the role.

How to prepare for a job interview at J.P. Morgan

✨Showcase Your Customer Service Skills

As a Trainee Mortgage Advisor, outstanding customer care is crucial. Be prepared to share examples of how you've provided excellent service in the past, and demonstrate your ability to build relationships with clients.

✨Demonstrate Your Adaptability

The role requires someone who can thrive in a fast-paced environment. During the interview, highlight instances where you've successfully adapted to change or handled multiple tasks simultaneously.

✨Familiarise Yourself with Mortgage Products

Understanding various mortgage products will set you apart. Brush up on common terms and types of mortgages, and be ready to discuss how you would guide customers through their options.

✨Prepare Questions for the Interviewers

Engage your interviewers by asking insightful questions about the company culture, training programmes, and career progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Trainee Mortgage Advisor
J.P. Morgan
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  • Trainee Mortgage Advisor

    Hedge End
    Full-Time
    21000 - 42000 £ / year (est.)

    Application deadline: 2027-07-28

  • J

    J.P. Morgan

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