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- Tasks: Conduct client consultations and provide tailored mortgage advice.
- Company: Join an award-winning financial services firm with a strong reputation.
- Benefits: Enjoy a starting salary of £42,000 and first-class training in a modern office.
- Why this job: Launch a fulfilling career with exceptional earning potential and long-term growth.
- Qualifications: Strong communication skills and a commitment to learning are essential.
- Other info: Role starts in October 2025; initial shortlisting begins in June 2025.
The predicted salary is between 25200 - 42000 £ per year.
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
- Must have a 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 in Cheltenham employer: Pertemps Gloucester
Contact Detail:
Pertemps Gloucester Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor in Cheltenham
✨Tip Number 1
Network with professionals in the financial services sector. Attend local events or join online forums where you can connect with current mortgage advisors or financial consultants. This will not only give you insights into the role but also help you build relationships that could lead to referrals.
✨Tip Number 2
Research the latest trends and regulations in the mortgage industry. Being knowledgeable about current market conditions and compliance requirements will show your commitment and readiness for the role, making you a more attractive candidate.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to client consultations and relationship building. Think of examples from your past experiences that demonstrate your interpersonal skills and ability to adapt in a fast-paced environment.
✨Tip Number 4
Stay updated on the application timeline. Since shortlisting begins in June 2025, make sure to mark your calendar and prepare your approach well in advance. This will give you ample time to refine your strategy and ensure you stand out when the time comes to apply.
We think you need these skills to ace Trainee Mortgage Advisor in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Trainee Mortgage Advisor. Emphasise your interpersonal and communication skills, as well as any previous roles that demonstrate your commitment and ability to build relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for transitioning into financial services. Explain why you are interested in becoming a Trainee Mortgage Advisor and how your background makes you a suitable candidate for this opportunity.
Highlight Your Eagerness to Learn: Since no previous experience in mortgage advice is required, emphasise your eagerness to learn and adapt. Mention any relevant training or courses you have undertaken that demonstrate your commitment to personal and professional development.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Pertemps Gloucester
✨Show Your Interpersonal Skills
As a Trainee Mortgage Advisor, strong interpersonal skills are crucial. During the interview, demonstrate your ability to communicate effectively and build rapport. Share examples from your past roles where you successfully established professional relationships.
✨Research the Company
Familiarise yourself with the company’s values, mission, and the financial services industry. This will not only help you answer questions more effectively but also show your genuine interest in the role and the organisation.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and client interaction skills. Think of situations from your previous jobs where you had to adapt quickly or provide tailored solutions, and be ready to discuss them.
✨Express Your Eagerness to Learn
Since this role is aimed at individuals transitioning from other industries, emphasise your eagerness to learn and adapt. Discuss how your previous experiences have prepared you for this new challenge and your commitment to developing your skills in financial services.
