Trainee Mortgage Adviser

Trainee Mortgage Adviser

Etwall Internship 25500 - 35000 £ / year (est.) 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 a competitive salary, home working options, and full support for qualifications.
  • Why this job: Great training, career progression, and a chance to make a real impact in people's lives.
  • Qualifications: Strong customer service and sales skills; passion for financial services is essential.
  • Other info: Immediate interviews available; start date in July 2025.

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

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.

Enhanced Salary & Guarantee Structure:

  • During the first 16 weeks of training, a basic salary of £25,500 per annum.
  • From month 4 to month 6, basic salary plus guaranteed commission to £30,000 per annum.
  • From month 7 to month 10, basic salary plus guaranteed commission to £32,500 per annum.
  • From month 10 to month 16, basic salary plus guaranteed commission to £35,000 per annum.
  • From month 17, £25,000 basic salary plus unlimited commission, earn a realistic OTE of £45,000+.

Contract Basis: Full time, permanent, employed role.

Location: Initially office based for the first 16 weeks of training at our Academy Centre in Nottingham but once qualified, home working will be available. You will however need to live within a 1-hour commute of Nottingham 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 £50,000+ 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 July 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 induction.

Trainee Mortgage Adviser employer: The New Homes Group

Join a leading mortgage provider that prioritises your career growth and offers a supportive work culture. With a comprehensive training programme based in Nottingham, you will benefit from a structured salary guarantee and the opportunity to work from home post-training, ensuring a great work-life balance. Our commitment to employee development is evident, as many of our management team have progressed from within, making this an ideal environment for those looking to build a meaningful and 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

Familiarise yourself with the mortgage and protection industry. Understanding key terms and concepts will not only boost your confidence but also help you engage more effectively during interviews.

✨Tip Number 2

Network with current or former Mortgage Advisers. They can provide valuable insights into the role and share tips on how to excel in the training programme, which can set you apart from other candidates.

✨Tip Number 3

Prepare for a telephone-based interview by practising your communication skills. Since this role requires excellent articulation, consider recording yourself to evaluate your clarity and engagement.

✨Tip Number 4

Demonstrate your customer service experience during discussions. Share specific examples of how you've successfully handled customer interactions, as this is crucial for a role focused on providing quality advice.

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 Competence
Ability to Simplify Complex Information
Time Management Skills
Adaptability
Teamwork
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service and sales, as these are key skills for the Trainee Mortgage Adviser role. Use specific examples to demonstrate your achievements and how they relate to the financial services industry.

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 strong communication skills and ability to explain complex information simply.

Highlight Relevant Qualifications: If you have any qualifications or training related to finance, customer service, or sales, be sure to include them in your application. Mention your willingness to pursue the CF1 & CF6 qualifications, as this shows your commitment to professional development.

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 essential traits for a Mortgage Adviser.

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 not only help you answer questions more effectively but also show your genuine interest in the role.

✨Prepare for Common Questions

Anticipate common interview questions related to customer service and sales. Be ready to share specific examples from your past experiences that demonstrate your skills and how they align with the requirements of a Trainee Mortgage Adviser.

✨Showcase Your Communication Skills

Since this is a telephone-based role, it's crucial to demonstrate your excellent communication skills during the interview. Practice articulating your thoughts clearly and concisely, and be sure to listen actively to the interviewer's questions.

✨Express Your Motivation

Convey your strong desire to build a long-term career in Financial Services. Share why you are passionate about mortgages and protection, and how you see yourself growing within the company after completing the training programme.

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