Trainee Mortgage Adviser

Trainee Mortgage Adviser

Nottingham Full-Time 40000 £ / year No home office possible
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At a Glance

  • Tasks: Become a fully qualified Mortgage & Protection Adviser, helping customers with their mortgage needs.
  • Company: Join one of the UK's leading mortgage providers and kickstart your financial services career.
  • Benefits: Enjoy 34 days paid holiday, generous commission, and home working after training.
  • Why this job: This role offers extensive training, career progression, and a supportive work culture.
  • Qualifications: Strong customer service and sales skills; articulate communicator; IT proficient.
  • Other info: Mandatory 16 weeks of office training in Nottingham; no holidays during this period.

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 plus guaranteed commission to £30K 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, £25.5K 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 location in Nottingham with the remaining 5 weeks conducted remote. Remote working will continue once qualified.

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.

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 11 weeks of office-based training in Nottingham followed by 5 weeks remote training, 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&C s)

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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 current market trends will not only boost your confidence but also impress interviewers with your knowledge.

✨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 scenarios with friends or family to refine your approach.

✨Tip Number 3

Network with professionals in the financial services sector. Attend local events or join online forums to connect with current mortgage advisers. This can provide valuable insights and potentially lead to referrals.

✨Tip Number 4

Prepare for the training commitment by ensuring you can fully dedicate yourself for the first 16 weeks. This means planning your schedule to avoid any distractions or commitments that could interfere with your training.

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 Skills (Excel, Word, Outlook)
Ability to Explain Complex Information Clearly
Time Management
Adaptability
Teamwork
Problem-Solving Skills

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trainee Mortgage Adviser. Familiarise yourself with the skills needed, such as customer service and sales experience, as well as the importance of communication in this role.

Tailor Your CV: Customise your CV to highlight relevant experience in customer service and sales. Use specific examples that demonstrate your skills and achievements in these areas, making it clear why you're a great fit for the role.

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. Be sure to mention your willingness to commit to the 16-week training period.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.

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 help you tailor your answers and show genuine interest in the role.

✨Prepare for Common Questions

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

✨Showcase Your Communication Skills

Since this is a telephone-based role, practice articulating your thoughts clearly and concisely. You might be asked to explain complex information, so demonstrating your ability to simplify concepts will be key.

✨Ask Insightful Questions

At the end of the interview, have a few questions prepared to ask the interviewer. This could be about the training process, career progression opportunities, or company culture. It shows you're engaged and serious about the position.

Trainee Mortgage Adviser
The New Homes Group
Location: Nottingham

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