Trainee Mortgage Adviser

Trainee Mortgage Adviser

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

  • Tasks: Become a Mortgage & Protection Adviser and help clients secure their financial futures.
  • Company: Join one of the UK's leading mortgage providers with a focus on career growth.
  • Benefits: Enjoy a competitive salary, extensive training, and generous holiday allowance.
  • Why this job: Kickstart your career in Financial Services with guaranteed earnings and unlimited commission potential.
  • Qualifications: Recent graduates or sales-driven individuals with strong communication skills are encouraged to apply.
  • Other info: Home-based work after training, with excellent opportunities 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

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 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified.

Target

Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers.

Post training salary

Once your 16-week training is complete, 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 or bank holiday working is required.

Timeline

Immediate interviews

Trainee Mortgage Adviser Academy

As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and 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 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well 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 many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy.

Required knowledge, skills, and qualifications

  • A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
  • Recent graduation at 2:1 or higher or a strong track record in sales.
  • Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language.
  • Extremely well organised, taking 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 11 weeks of office-based training in Manchester followed by 5 weeks remote 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!

Subject to (T&Cs)

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Trainee Mortgage Adviser employer: The New Homes Group

Join a leading mortgage provider that prioritises your career growth and offers an exceptional work culture. With extensive training, a generous benefits package including 34 days of paid holiday, and the opportunity for home-based working after initial training in Manchester, we are committed to supporting your journey as a fully qualified Mortgage & Protection Adviser. Our focus on employee development ensures that you can achieve your full potential while enjoying a rewarding and balanced work life.
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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! Mock interviews with friends or family can help you refine your answers and boost your confidence. Focus on articulating your passion for financial services and how your skills align with the Trainee Mortgage Adviser role.

✨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 can significantly increase your chances of landing the job.

✨Tip Number 4

Don’t forget to follow up! After your interview, send a quick thank-you email expressing your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind for the hiring team.

We think you need these skills to ace Trainee Mortgage Adviser

Interpersonal Skills
Communication Skills
Listening Skills
Organisational Skills
Discipline
Motivation
Sales Skills
Financial Services Knowledge
Mortgage and Protection Knowledge
IT Competence
Microsoft Office Skills
Time Management
Customer Service Skills
Ability to Explain Complex Information

Some tips for your application 🫡

Show Your Passion: When writing your application, let us see your enthusiasm for a career in Financial Services. Share why you’re excited about becoming a Mortgage Adviser and how your background aligns with this role.

Tailor Your CV: Make sure your CV is tailored to highlight relevant skills and experiences. Focus on your sales achievements or any customer service roles that showcase your communication skills, as these are key for us.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our Fast Track Mortgage Adviser Academy and how you plan to contribute to our team. Keep it engaging and personal.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our recruitment team.

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 this role is heavily sales-oriented, prepare to discuss your previous sales experiences. Use specific examples to demonstrate how you've successfully closed deals or built relationships with clients. Highlight any achievements that showcase your ability to meet targets.

✨Practice Your Communication

As a telephone-based role, strong communication skills are essential. Practice explaining complex information in simple terms. You might even want to do a mock interview with a friend to refine your delivery and ensure you come across as articulate and engaging.

✨Be Organised and Disciplined

The job requires a high level of organisation and discipline. During the interview, share examples of how you manage your time and tasks effectively. Discuss any tools or methods you use to stay organised, as this will demonstrate your suitability for the role.

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