Trainee Mortgage Adviser

Trainee Mortgage Adviser

Leeds Full-Time 20000 - 35000 £ / year (est.) No home office possible
T

At a Glance

  • Tasks: Become a Trainee Mortgage Adviser and assist customers with mortgage applications.
  • Company: Join The New Homes Group, the UK's leading new homes mortgage provider.
  • Benefits: Enjoy a competitive salary, 28 days holiday, and perks like gym discounts.
  • Why this job: Gain valuable experience and a clear path to a lucrative career in financial services.
  • Qualifications: Strong customer service skills and a desire to work in finance are essential.
  • Other info: Full training provided to become a CeMAP qualified Mortgage Adviser in 24 months.

The predicted salary is between 20000 - 35000 £ per year.

Job Title: Trainee Mortgage Adviser. With 2025 well underway, we have recently promoted several of our current Trainee Mortgage Advisers who have now taken up their new roles as full-time home-based Mortgage Advisers. We are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser in a role that offers a genuine opportunity for a long-term career in Financial Services. We now have opportunities to join the UK’S leading new homes mortgage provider to become a Trainee Mortgage Adviser. Location: You will be based full time at our offices in Wakefield WF2 0XG, however 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** Daily Commute: To be considered for this role, you must have your own vehicle to be able to commute to our offices as required, or live locally enough to have short commute via a reliable form of public transport. Target: Candidates with a strong desire to work within the Financial Services arena, with a strong proven track record in customer service and or sales. Year One Rewards: During the first 12 months, you will receive a salary guarantee of £30,000. This is basic salary of £25,500 and a guaranteed commission of £4,500. You will qualify for a bonus top up at the end of the 12-month period if you exceed targets. You can also increase your earnings by taking advantage of overtime which is regularly available. After 12 Months: Upon successful completion of the initial period, your basic salary will increase to £27,500 plus commission and bonus, meaning an OTE of £40K – £45K. 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 rotating rota including early and late starts, working every other weekend. The New Homes Group: The New Homes Group is the UK’S leading New Homes Specialist and as a Trainee Mortgage Adviser you will be working for the UK\’S leading new homes Mortgage Provider. Be in no doubt that this is an outstanding opportunity which offers both long term career prospects and the opportunity to earn a substantial salary and benefits package. Your role will consist of office based working for The New Homes Group Mortgage Services as first point of contact for our customers, needless to say this is an important and integral part of our organisation, our teams are highly trained and work to high expectations and are responsible for managing our customer’s first impressions, it’s fair to say you will find no two days are the same, and the experience gained will be invaluable to you once you become a Mortgage Adviser. 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. Benefits*: Permanent Full Time Role. Unrivalled 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 Wellbeing 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. (*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 (phone number removed) for a confidential chat

Trainee Mortgage Adviser employer: The New Homes Group

The New Homes Group is an exceptional employer, offering a dynamic work culture that fosters growth and development for Trainee Mortgage Advisers. With unrivaled opportunities for progression, comprehensive support for CeMAP qualifications, and a generous benefits package including 28 days of paid holiday and a contributory pension, employees can thrive in a supportive environment while building a rewarding long-term career in financial services.
T

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

Familiarize yourself with the mortgage industry and current market trends. This knowledge will not only help you during your training but also impress your interviewers, showing your genuine interest in becoming a Mortgage Adviser.

✨Tip Number 2

Highlight your customer service and sales experience in conversations. Be ready to share specific examples of how you've successfully managed customer relationships or closed sales, as this is crucial for the role.

✨Tip Number 3

Prepare to discuss your organizational skills and how you manage your time effectively. Since the role requires a disciplined approach, demonstrating your ability to stay organized will set you apart from other candidates.

✨Tip Number 4

Make sure you have a full driving license and access to a vehicle, as commuting to the office is essential during the training period. Being proactive about this requirement shows your commitment to the role.

We think you need these skills to ace Trainee Mortgage Adviser

Customer Service Skills
Sales Experience
Excellent Communication Skills
Interpersonal Skills
Listening Skills
Organizational Skills
Attention to Detail
IT Proficiency
Microsoft Office Skills (Excel, Word, Outlook)
Ability to Explain Complex Information Clearly
Time Management
Problem-Solving Skills
Adaptability
Full Driving License

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 in these areas.

Craft a Compelling Cover Letter: Write a cover letter that expresses your strong desire to work in the Financial Services industry, particularly in mortgages and protection. Mention why you are interested in this specific role and how your background aligns with the company's values.

Highlight Relevant Skills: Emphasize your excellent communication and interpersonal skills in your application. Provide examples of how you've explained complex information clearly in previous roles, as this is essential for the position.

Show Enthusiasm for Training: Express your eagerness to undergo the 24-month training program and become a fully CeMAP qualified Mortgage Adviser. Highlight your commitment to personal development and long-term career growth within the company.

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 interests that demonstrate your commitment to this field.

✨Highlight Customer Service Skills

Since a track record in customer service is crucial, prepare examples of how you've successfully handled customer interactions in the past. Be ready to discuss specific situations where you went above and beyond to meet customer needs.

✨Demonstrate Communication Skills

Outstanding communication and listening skills are essential for this role. Practice explaining complex information in a clear and simple manner. You might be asked to role-play a customer interaction, so be prepared to showcase your ability to connect with clients.

✨Be Organized and Structured

The job requires a disciplined approach to work. During the interview, convey your organizational skills by discussing how you manage your time and tasks effectively. Mention any tools or methods you use to stay organized, especially in a fast-paced environment.

Trainee Mortgage Adviser
The New Homes Group
T
  • Trainee Mortgage Adviser

    Leeds
    Full-Time
    20000 - 35000 £ / year (est.)

    Application deadline: 2027-06-11

  • T

    The New Homes Group

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>