Trainee Mortgage Adviser

Trainee Mortgage Adviser

Leicester Internship 24000 - 36000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Become a Trainee Mortgage Adviser, helping clients with mortgage and protection needs.
  • Company: Join an award-winning, directly authorised Mortgage and Insurance Broker expanding across the UK.
  • Benefits: Enjoy remote work, full training, and potential earnings of £40,000+ in your first year.
  • Why this job: Gain industry-recognised qualifications while receiving ongoing support and training in a dynamic environment.
  • Qualifications: No prior experience needed; banking or sales background is a plus, along with CeMAP certification.
  • Other info: Perfect for Ex Forces personnel seeking a new career path in finance.

The predicted salary is between 24000 - 36000 £ per year.

A Trainee Mortgage and Protection Adviser opportunity is available with an award-winning, directly authorised Mortgage and Insurance Broker. The firm is expanding its Mortgage and Protection team across the UK and is looking for trainee advisers as part of this expansion.

This is a remote, home-based position. Full training is provided, and you will gain the industry-recognised Cert Pro qualifications. Additional training on Estate Planning, Trust provision, Will Writing, Business Protection, Commercial Mortgages, and General Insurance is also accessible, along with ongoing training in business development, marketing, and IT.

There is administration and case management support available. This role would suit ex-forces personnel looking to move into Mortgage/Financial Advice. Previous experience in Banking or Sales and possessing CeMAP is advantageous but not essential.

You will benefit from the support of the management and administration teams and ongoing training.

For more information on this position, please forward your CV to Douglas McDougall.

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Contact Detail:

Pinstripe Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Adviser

✨Tip Number 1

Familiarise yourself with the mortgage and protection industry. Understanding key terms, current market trends, and regulations will not only boost your confidence but also impress us during any discussions.

✨Tip Number 2

Network with professionals in the field. Join online forums or local meetups related to mortgage advising. This can provide you with valuable insights and connections that may help you stand out when applying.

✨Tip Number 3

Consider obtaining relevant qualifications like CeMAP if you haven't already. While it's not essential, having this certification can demonstrate your commitment to the profession and make you a more attractive candidate.

✨Tip Number 4

Prepare for potential interviews by practising common questions related to mortgage advising. Think about how you would handle client scenarios and be ready to discuss your approach to customer service and sales.

We think you need these skills to ace Trainee Mortgage Adviser

Communication Skills
Customer Service Skills
Sales Skills
Attention to Detail
Analytical Skills
Time Management
Problem-Solving Skills
Understanding of Financial Products
Adaptability
Teamwork
Negotiation Skills
IT Proficiency
Networking Skills
Learning Agility

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trainee Mortgage Adviser. Familiarise yourself with the skills needed, such as customer service and financial knowledge.

Tailor Your CV: Customise your CV to highlight relevant experience, even if it's from different fields. Emphasise any customer-facing roles or sales experience, and mention any qualifications like CeMAP if you have them.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Explain why you're interested in becoming a Mortgage Adviser and how your background makes you a suitable candidate.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. 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 Pinstripe Personnel

✨Understand the Mortgage Industry

Before your interview, make sure you have a solid understanding of the mortgage industry. Familiarise yourself with key terms and concepts, such as CeMAP qualifications, different types of mortgages, and the role of a mortgage adviser. This knowledge will demonstrate your commitment and enthusiasm for the position.

✨Highlight Relevant Experience

Even if you don't have direct experience in mortgages, think about any transferable skills from previous roles, especially in banking or sales. Be ready to discuss how these experiences can help you succeed as a Trainee Mortgage Adviser.

✨Show Willingness to Learn

Since this role offers full training, it's important to convey your eagerness to learn and grow within the company. Share examples of how you've successfully adapted to new challenges in the past, and express your excitement about gaining industry-recognised qualifications.

✨Prepare Questions

Interviews are a two-way street, so prepare thoughtful questions to ask your interviewer. Inquire about the training process, opportunities for advancement, and the company culture. This shows that you're genuinely interested in the role and helps you assess if it's the right fit for you.

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