Trainee Mortgage Adviser

Trainee Mortgage Adviser

Essex Full-Time 20000 - 25000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist customers with mortgage applications and learn from experienced advisers.
  • Company: Join the UK's leading new homes mortgage provider with a focus on growth.
  • Benefits: Competitive salary, generous commission, 28 days holiday, and health perks.
  • Why this job: Kickstart your career in financial services with excellent training and progression opportunities.
  • Qualifications: Strong customer service and sales skills; desire to work in finance.
  • Other info: Full support for CeMAP qualifications and a dynamic work environment.

The predicted salary is between 20000 - 25000 £ per year.

Overview

Job Title: Trainee Mortgage Adviser. We now have an additional opportunity to join the UK’s leading new homes mortgage provider as a Trainee Mortgage Adviser and start a long term career in Financial Services.

Location: During the training period which is expected to last 24 months you will be based full time at our new offices in Colchester. Once your training is complete and you have your full CeMAP qualifications you will gain promotion to become a full time home based Mortgage and Protection Adviser.

Target: Candidates with a strong desire to work within the Financial Services arena, with a strong demonstrable track record in customer service and or sales.

Year One Rewards: During the first 6 months you will receive a guaranteed salary of £25,000, then reducing to a basic salary of £23,000 after 6 months but with a generous commission and benefits package which then provides a realistically achievable first year OTE £28K-£32K, plus you can increase your earnings by taking advantage of overtime which is regularly available and paid at £150 per day.

After 12 Months: Your OTE will increase to £35K-£40K, plus overtime is regularly available paid at £170 per day.

After 24 Months: You will have the opportunity to become a fully CeMAP Qualified, Home Based Mortgage Adviser, with a basic salary of up to £35K and an expected OTE of £70K.

CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam entry costs paid for by us.

Working hours: Working a 4 week rotating rota including early and late starts, working every other weekend is required.

Main purpose of the role: During your 24 month training period, you will be responsible for making and receiving calls to customers referred to us by our national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with one of our specialist Mortgage Advisers.

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 and presentation 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.
  • You must have a full driving license and use of your own vehicle to be able to get to and from our offices as required.

Benefits :

  • Unrivaled opportunities for progression, promotion and personal development in an expanding and market leading business.
  • 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation).
  • Contributory workplace pension.
  • 24 hour Well-being Employee Assistance Programme
  • Death in service cover.
  • Access to discounts platform, Perks at Work.
  • Access to self-funded Health Care plan.
  • Discounted medical assessment Health Screening.
  • Discount on Nuffield Gym Membership.
  • Discounts on estate agency, mortgage and surveying services.
  • Salary Sacrifice Personal Car Leasing Scheme available.

( Subject to T&C s)

( Subject to CeMAP qualification and meeting agreed targets and standards)

If this role sounds of interest please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on 01206- (phone number removed) for a confidential chat.

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Trainee Mortgage Adviser employer: The New Homes Group

Join a dynamic and supportive team as a Trainee Mortgage Adviser in Colchester, where we prioritise your professional growth with comprehensive training and full financial support for your CeMAP qualifications. Enjoy a competitive salary structure with generous commission opportunities, alongside a vibrant work culture that values employee well-being and offers numerous benefits, including a contributory pension and discounts on health services. With unrivalled progression prospects in the UK's leading new homes mortgage provider, this role is perfect for those eager to build 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

Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you get the chance to chat with potential employers or during interviews, make sure you can clearly explain why you’re the perfect fit for the Trainee Mortgage Adviser role. Highlight your customer service skills and passion for finance.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be an awesome addition to their team.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got all the latest opportunities listed there, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!

We think you need these skills to ace Trainee Mortgage Adviser

Customer Service
Sales Skills
Communication Skills
Interpersonal Skills
Presentation Skills
Organisational Skills
Attention to Detail
IT Competence
Microsoft Office (Excel, Word, Outlook)
Problem-Solving Skills
Research Skills
Driving License
Adaptability
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trainee Mortgage Adviser role. Highlight your customer service and sales experience, as these are key to impressing us!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in Financial Services and how your background makes you a great fit for our team.

Show Off Your Communication Skills: Since this role involves explaining complex information clearly, make sure your application showcases your communication skills. Keep it concise and easy to read – we love clarity!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!

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

✨Know Your Stuff

Before the interview, make sure you understand the basics of mortgages and the financial services industry. Brush up on key terms and concepts, as well as the role of a Mortgage Adviser. This will show your genuine interest and help you answer questions confidently.

✨Showcase Your Customer Service Skills

Since this role requires a strong track record in customer service, prepare examples from your past experiences where you excelled in helping customers. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your interpersonal skills.

✨Practice Makes Perfect

Conduct mock interviews with a friend or family member. Focus on common interview questions for sales and customer service roles. Practising your answers will help you articulate your thoughts clearly and reduce nerves on the day.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of your interview. This could be about the training process, career progression, or company culture. It shows that you're engaged and serious about the opportunity, plus it gives you valuable insights into the role.

Trainee Mortgage Adviser
The New Homes Group
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  • Trainee Mortgage Adviser

    Essex
    Full-Time
    20000 - 25000 £ / year (est.)

    Application deadline: 2027-10-15

  • T

    The New Homes Group

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