At a Glance
- Tasks: Become a fully qualified Mortgage Adviser, providing expert advice and support to customers.
- Company: Join one of the UK's leading mortgage providers with a strong focus on training and development.
- Benefits: Enjoy a competitive salary, unlimited commission, 34 days paid holiday, and home-based work options after training.
- Why this job: Kickstart your career in Financial Services with excellent growth opportunities and a supportive team culture.
- Qualifications: A strong desire to work in finance, customer service experience, and good communication skills are essential.
- Other info: Mandatory 16 weeks of office training in Milton Keynes; no holidays allowed during this period.
The predicted salary is between 20000 - 30000 £ per year.
Job Description
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 Milton Keynes but once qualified, home working will be available. You will however need to live within a 1-hour commute of Milton Keynes to ease commuting in the initial training stages and you must have use of your own car to be able to get to our training center.
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 September 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 inductio
Trainee Mortgage Adviser employer: The New Homes Group
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
Make sure to highlight your customer service and sales experience during the interview. Think of specific examples where you excelled in these areas, as they are crucial for the Trainee Mortgage Adviser role.
✨Tip Number 2
Familiarize yourself with the mortgage industry and current market trends. Being knowledgeable about the sector will not only impress your interviewers but also show your genuine interest in a long-term career in Financial Services.
✨Tip Number 3
Practice your communication skills, especially how to explain complex information clearly. Since this is a telephone-based role, being articulate and engaging is key to connecting with customers.
✨Tip Number 4
Prepare questions to ask during the interview about the training program and career progression opportunities. This shows your enthusiasm for the role and your commitment to growing within the company.
We think you need these skills to ace Trainee Mortgage Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service and sales experience, as these are crucial for the Trainee Mortgage Adviser role. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that expresses your strong desire to work in Financial Services, particularly in mortgages and protection. Mention why you are interested in this specific role and how your background aligns with their requirements.
Showcase Communication Skills: Since this is a telephone-based role, emphasize your excellent communication and listening skills in your application. Provide examples of how you've effectively explained complex information in previous roles.
Highlight Your Motivation and Organization: Demonstrate your motivation, discipline, and organizational skills in your application. Mention any relevant experiences where you successfully managed tasks or projects, showcasing your ability to stay structured and focused.
How to prepare for a job interview at The New Homes Group
✨Show Your Passion for Financial Services
Make sure to express your strong desire to work in the Financial Services industry, especially in mortgages and protection. Share any relevant experiences or motivations that led you to pursue this career path.
✨Demonstrate Customer Service Skills
Prepare examples from your past experiences that showcase your customer service and sales skills. Highlight situations where you successfully resolved issues or exceeded customer expectations.
✨Communicate Clearly and Effectively
Since this is a telephone-based role, practice articulating your thoughts clearly. Be ready to explain complex information in a simple manner, as this will be crucial in your role as a Mortgage Adviser.
✨Be Organized and Disciplined
Showcase your organizational skills during the interview. Discuss how you manage your time and tasks effectively, as these traits are essential for success in this structured role.