Trainee Mortgage Adviser

Trainee Mortgage Adviser

Barnsley Full-Time 25500 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Become a Mortgage Adviser, helping customers with their mortgage and protection needs.
  • Company: Join one of the UK's leading mortgage providers with a focus on career growth.
  • Benefits: Earn a competitive salary, enjoy 34 days holiday, and access wellbeing support.
  • Why this job: Kickstart your career in financial services with guaranteed commission and home working options.
  • Qualifications: Sales experience and strong communication skills are essential.
  • Other info: Comprehensive training provided, with clear paths for progression.

The predicted salary is between 25500 - 35000 £ per year.

Overview

Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included). An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, 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

Salary & Schedule

  • 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 & Hours

  • Location: Initially office based for the first 16 weeks of training at our Academy Centre Sheffield but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Sheffield for easier travel in the initial training stages.
  • Working hours during training: 9.30AM-5.00PM Monday to Friday with no holidays during the 16 weeks.
  • Post training: mix of 9AM-6PM and 11AM-8PM Monday to Friday. No weekend or bank holiday work required.

Timeline

Immediate interviews with a start date of November 2025.

Role & Responsibilities

As a home-based Mortgage and Protection Adviser, the work of contacting customers, securing appointments and progressing mortgage and protection applications is the responsibility of our Adviser Support Teams. The Adviser will focus on delivering quality advice and sales to customers. This is a telephone-based role where you will be writing in excess of 14 mortgages with protection each month.

Your long-term career is important to us and we are committed to training and development to help you realise your full potential. Many Adviser colleagues have progressed within the company, including the entire Sales Management team who started as Mortgage Advisers.

Qualifications & Skills

  • A strong desire to work within the Financial Services industry, particularly mortgages and protection.
  • A strong track record in sales.
  • Excellent interpersonal skills, with outstanding communication and listening skills, ability to explain complex information clearly.
  • Extremely well organized, disciplined and structured in approach.
  • Highly competent IT skills, including Microsoft Excel, Word and Outlook.

Benefits & Opportunities

  • Extensive induction & training with a strong development program.
  • 34 days paid holiday (25 days plus 8 bank holidays and your birthday off).
  • Opportunities for progression, promotion, and personal development in an expanding, market-leading business.
  • Contributory workplace pension.
  • Generous staff referral bonus scheme.
  • Outstanding commission earnings (top performers >£65K per year).
  • 24-hour Employee Wellbeing Support service.
  • Defined promotional tiers with salary and commission uplifts for achieving targets.
  • Home-based working once training is completed.

Please note: Attendance at 16 weeks of office-based training in Sheffield is mandatory for all applicants; holiday during training is not permitted.

APPLY NOW or contact our Internal Recruitment team on (phone number removed) for more information.

Subject to (T&C\\\’s)

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Trainee Mortgage Adviser employer: The New Homes Group

Join one of the UK's leading mortgage providers and kickstart your career as a Trainee Mortgage Adviser in Sheffield, where you'll benefit from a comprehensive training programme and a supportive work culture that prioritises employee growth. With a generous salary structure, extensive holiday allowance, and the opportunity for home-based working after training, this role offers a rewarding path in Financial Services with clear progression opportunities and outstanding commission potential.
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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

Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice makes perfect! Role-play common interview questions with a friend or family member. This will boost your confidence and help you articulate your thoughts clearly when it’s your turn to shine.

✨Tip Number 3

Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to a referral, which is always a bonus!

✨Tip Number 4

Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.

We think you need these skills to ace Trainee Mortgage Adviser

Sales Skills
Interpersonal Skills
Communication Skills
Listening Skills
Organisational Skills
IT Skills
Microsoft Excel
Microsoft Word
Microsoft Outlook
Ability to Explain Complex Information
Customer Service Skills
Time Management
Attention to Detail
Adaptability

Some tips for your application 🫡

Show Your Passion for Financial Services: When you're writing your application, let us know why you're excited about starting a career in financial services. Share any relevant experiences or interests that highlight your enthusiasm for mortgages and protection.

Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Trainee Mortgage Adviser role. Highlight your sales experience and interpersonal skills, as these are key to succeeding in this position. We want to see how you fit into our team!

Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon. We appreciate well-structured applications that make it easy for us to see your qualifications and potential.

Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!

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

✨Know Your Stuff

Before the interview, make sure you understand the mortgage and protection industry. Brush up on key terms and concepts, as well as the company’s values and services. This will show your genuine interest and help you answer questions confidently.

✨Showcase Your Sales Skills

Since a strong track record in sales is crucial for this role, prepare examples of your past sales experiences. Think about specific situations where you successfully closed deals or overcame objections. Be ready to discuss how these experiences can translate into success as a Mortgage Adviser.

✨Practice Active Listening

During the interview, demonstrate your excellent communication skills by actively listening to the interviewer. Nod, ask clarifying questions, and summarise their points to show you’re engaged. This will highlight your interpersonal skills, which are essential for advising clients.

✨Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. This could be about the training process, career progression opportunities, or the company culture. It shows that you’re serious about the role and eager to learn more about the company.

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