Trainee Mortgage Adviser

Trainee Mortgage Adviser

Chesterfield Full-Time 25000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Become a Mortgage & Protection Adviser, helping customers with their mortgage needs.
  • Company: Join one of the UK's leading mortgage providers with a strong focus on training and development.
  • Benefits: Enjoy a competitive salary, remote work options, and 34 days paid holiday.
  • Why this job: Kickstart your career in Financial Services with guaranteed earnings and growth opportunities.
  • Qualifications: No prior experience needed, just a passion for customer service and sales.
  • Other info: Initial training in Sheffield, then work from home; immediate interviews available.

The predicted salary is between 25000 - 35000 £ per year.

Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included)

An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.

Job Title: Trainee Mortgage Adviser

Enhanced Salary & Guarantee Structure:

  • During the first 16 weeks of training, a basic salary of: £25,500K per annum.
  • From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum.
  • From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum.
  • From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum.
  • From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K +.

Contract Basis: Full time, permanent, employed role.

Location: Initially office based for the first 16 weeks of training at our Academy Centre in Sheffield but once qualified, home working will be available. You will however need to live within a 1-hour commute of Sheffield to ease commuting in the initial training stages.

Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change.

Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme.

CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for.

Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered.

Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required.

Timeline: Immediate interviews with a start date of November 2025

Trainee Mortgage Adviser Academy:

As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best.

The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser.

This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised.

Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy.

Required knowledge, skills, and qualifications:

  • A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
  • A strong track record in customer service and sales.
  • Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
  • Organised, and adopts a disciplined and structured approach to work.
  • Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.

Benefits:

  • Extensive induction & training coupled with an outstanding development program.
  • 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off).
  • Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business.
  • Contributory workplace pension.
  • Generous staff referral bonus scheme.
  • Outstanding commission earnings (our top performers earn in excess of £65K PA).
  • 24-hour Employee Wellbeing Support service available.
  • Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets.
  • Home based working once training completed.

Please be aware that you are required to attend 16 weeks of office-based training in Sheffield and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period.

APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information!2
Subject to (T&C s)

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Trainee Mortgage Adviser employer: The New Homes Group

Join a leading mortgage provider that prioritises your career growth and offers a supportive work culture. With a comprehensive training programme, competitive salary structure, and the flexibility of home-based working after initial training in Sheffield, we empower our employees to excel in their roles while enjoying a healthy work-life balance. Our commitment to professional development ensures that you have the opportunity to advance within the company, making it an excellent choice for those seeking a rewarding career in Financial Services.
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Contact Detail:

The New Homes Group 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 and concepts will not only boost your confidence but also help you engage more effectively during interviews.

✨Tip Number 2

Practice your communication skills, especially over the phone. Since this role is telephone-based, being articulate and engaging is crucial. Consider role-playing with a friend to simulate customer interactions.

✨Tip Number 3

Network with current or former Mortgage Advisers. They can provide valuable insights into the role and the company culture, which can help you tailor your approach during the interview process.

✨Tip Number 4

Demonstrate your customer service and sales experience in conversations. Be ready to share specific examples of how you've excelled in these areas, as they are key attributes we look for in candidates.

We think you need these skills to ace Trainee Mortgage Adviser

Customer Service Skills
Sales Skills
Excellent Communication Skills
Interpersonal Skills
Organisational Skills
Discipline and Structure
Motivation and Drive
IT Proficiency
Microsoft Office Competence
Ability to Simplify Complex Information
Time Management
Adaptability
Teamwork
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service and sales, as these are key skills for the Trainee Mortgage Adviser role. Use specific examples to demonstrate your achievements in these areas.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for a career in Financial Services. Explain why you want to become a Mortgage Adviser and how your background aligns with the company's values and goals.

Highlight Communication Skills: Since this is a telephone-based role, emphasise your excellent communication and listening skills in your application. Provide examples of how you've successfully explained complex information in previous roles.

Showcase Organisational Skills: Demonstrate your ability to be organised and disciplined in your application. Mention any tools or methods you use to manage your time effectively, especially in high-pressure situations.

How to prepare for a job interview at The New Homes Group

✨Research the Company

Before your interview, take some time to research the mortgage provider. Understand their values, services, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the role.

✨Prepare for Common Questions

Anticipate common interview questions related to customer service and sales, as these are crucial for a Trainee Mortgage Adviser. Be ready to share examples from your past experiences that demonstrate your skills in these areas.

✨Showcase Your Communication Skills

Since this is a telephone-based role, it's essential to demonstrate your excellent communication skills during the interview. Practice articulating your thoughts clearly and concisely, and be sure to listen actively to the interviewer's questions.

✨Express Your Long-Term Commitment

The company is looking for candidates who want to forge a long-term career in Financial Services. Make sure to express your enthusiasm for the industry and your desire to grow within the company beyond the initial training period.

Trainee Mortgage Adviser
The New Homes Group
Location: Chesterfield

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