Trainee Mortgage Adviser

Trainee Mortgage Adviser

Full-Time 19700 - 27000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help customers with mortgages while building strong relationships and providing exceptional service.
  • Company: Join Nottingham Building Society, a mutual organisation dedicated to community and member support.
  • Benefits: Enjoy a competitive salary, hybrid working, 29 days leave, and personal development opportunities.
  • Why this job: Be part of a friendly culture focused on sustainability and community impact.
  • Qualifications: Sales experience and strong communication skills are essential; mortgage knowledge is a plus.
  • Other info: Embrace diversity and enjoy paid volunteer days for causes you care about.

The predicted salary is between 19700 - 27000 £ per year.

About The Role

Contract type: Permanent

Hours: Full-time, 35 hours

Location: Head Office, Nottingham (Hybrid working, minimum 2 days per week)

Salary: £23,700 per annum

Application process: Please apply via the application button which will direct you to our careers site. If you require any adjustments to assist you in applying, please contact careers@thenottingham.com

We’re hiring for a Trainee Mortgage Adviser!

You\’ll deliver a compliant, mortgage service for our valued existing customers building strong, lasting relationships and going above and beyond with outstanding service. Plus, you’ll spot exciting opportunities that drive success across the entire business.

Here’s a taste of what you will be doing as a Trainee Mortgage Adviser at Nottingham Building Society: –

  • Deliver on our society’s goals while ensuring full compliance with Terms & Conditions.
  • Actively promote loyalty offers to existing customers to help exceed retention targets.
  • Provide exceptional mortgage support for re-mortgages, porting, further advances, and variations—all within lending policies.
  • Keep sales records, customer accounts, and management info accurate and up to date.
  • Work closely with Mortgage Operations teams to create smooth, positive customer journeys.
  • Deliver outstanding customer service, following Consumer Duty Principles and meeting service standards.
  • Spot, report, and manage operational and compliance risks to protect the business.
  • Always follow Health & Safety and Compliance guidelines in everything you do.

About you: –

  • Strong knowledge of Society lending policies, MCOB, Consumer Duty, and Data Protection to ensure compliance.
  • Deep understanding of our mortgage products—and competitors’—to help grow our business.
  • Confident user of Society systems and familiar with the entire mortgage and house-buying process.
  • Proven track record in sales and customer service, ideally with mortgage advice experience.
  • Excellent communicator with top-notch phone skills, able to thrive in a non-face-to-face environment.
  • Highly organized with the ability to manage large caseloads and meet deadlines.
  • Professional, enthusiastic, and skilled negotiator who works well both independently and in a team.
  • Proficient with MS Office and comfortable working across multiple systems.

Reward & Benefits –

  • A fair and competitive salary evaluated against market data, annual discretionary bonus scheme, Medicash healthcare scheme, 29 days annual leave plus bank holidays and enhanced family leave.
  • Commitment and dedication to your ongoing personal and professional development. We help you to own and grow your potential so you can be at your best in your current role and to support your future career aspirations.
  • For all full-time roles we work a 35-hour working week to promote a work/life balance, we want you to be at your best inside and outside of work.
  • A friendly and inclusive culture where teams genuinely strive to do the right thing by their colleagues and our customers.
  • A strong sustainability agenda – we’re continually finding new ways to be kinder to the environment by reducing our carbon footprint.
  • We’re passionate about giving back to the communities in which we serve as well as supporting local charities as part of the Samuel Fox Foundation. One of the many ways you can get involved is to use the 2 days per year paid leave to volunteer for causes or charities that are important to you.
  • Your health and wellbeing is our priority, we encourage this through a suite of support resources, including a team of trained mental health first aiders.

Embracing Diversity Together: –

We proudly embrace and celebrate diversity as a fundamental cornerstone of our values. We believe that a diverse and inclusive workplace is not just essential for our success but is also a reflection of the vibrant communities we serve. Our commitment to diversity extends beyond our internal culture to the way we approach advertising and engage with our customers.

Our commitment means actively working to eliminate barriers and biases that may hinder equal opportunities within our organisation. We strive to ensure that all individuals, regardless of background, have an equal chance to thrive and advance in their careers.

We acknowledge that diversity is not just a goal to be achieved but a continuous journey toward creating an environment that embraces differences and promotes equal opportunities for all. We are committed to fostering an inclusive culture that encourages collaboration, creativity, and a sense of belonging for every member of our community.


About us: –

Together we overcome barriers and shape brighter futures for our customers, colleagues and our communities.

We are a mutual, which means we don’t have shareholders. Instead, we’re owned by our members and use our money to do good, investing in our community, responsible causes, and – well, you. So, we’re always striving to do the right thing for our colleagues, communities and members.

Although our history spans over 170 years, our purpose of helping our members save, plan for and protect their financial futures is enduring. At Nottingham Building Society, we are dedicated to overcoming obstacles and turning challenges into opportunities. At the heart of our mission is our unwavering commitment to breaking down barriers and building better futures by helping our customers achieve the significant milestone of owning their own home.

About Us

We are a mutual, which means we don’t have shareholders. Instead, we’re owned by our members and use our money to do good, investing in our community, responsible causes, and – well, you. So, we’re always striving to do the right thing for our team, communities and members.

Although our history spans over 170 years, our purpose of helping our members save, plan for and protect their financial futures is enduring. At The Nottingham Building Society, we are dedicated to overcoming obstacles and turning challenges into opportunities. At the heart of our mission is our unwavering commitment to breaking down barriers and building better futures by helping our customers achieve the significant milestone of owning their own home.

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Trainee Mortgage Adviser employer: The Nottingham

Nottingham Building Society is an exceptional employer that prioritises employee growth and well-being, offering a competitive salary, generous annual leave, and a commitment to personal development. With a friendly and inclusive culture, hybrid working options, and a strong focus on sustainability and community engagement, employees are empowered to thrive both professionally and personally in the vibrant city of Nottingham.
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Contact Detail:

The Nottingham Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Adviser

✨Tip Number 1

Familiarise yourself with the mortgage products offered by Nottingham Building Society and their competitors. Understanding the nuances of these products will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Brush up on your knowledge of MCOB, Consumer Duty, and Data Protection regulations. Being well-versed in these areas will show that you are compliant-focused and ready to deliver exceptional service right from the start.

✨Tip Number 3

Network with current or former employees of Nottingham Building Society. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the application process.

✨Tip Number 4

Prepare for potential role-play scenarios during the interview. As a Trainee Mortgage Adviser, you'll need to demonstrate your customer service skills, so practice handling various customer situations to showcase your problem-solving abilities.

We think you need these skills to ace Trainee Mortgage Adviser

Knowledge of Society lending policies
MCOB compliance
Consumer Duty understanding
Data Protection awareness
Mortgage product knowledge
Sales experience
Customer service skills
Excellent communication skills
Strong phone skills
Organisational skills
Ability to manage large caseloads
Negotiation skills
Teamwork and collaboration
Proficiency in MS Office
Familiarity with mortgage and house-buying processes

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Mortgage Adviser. Familiarise yourself with the key tasks mentioned in the job description, such as delivering compliant mortgage services and promoting loyalty offers.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any previous customer service or sales experience, especially if it relates to mortgages or financial services.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Nottingham Building Society that resonate with you, such as their commitment to community and diversity.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.

How to prepare for a job interview at The Nottingham

✨Know Your Mortgage Products

Familiarise yourself with the mortgage products offered by Nottingham Building Society and their competitors. Understanding the nuances of these products will help you answer questions confidently and demonstrate your knowledge during the interview.

✨Demonstrate Customer Service Skills

Prepare examples from your past experiences that showcase your customer service skills. Highlight situations where you went above and beyond to assist customers, as this role requires delivering outstanding service and building strong relationships.

✨Understand Compliance and Regulations

Brush up on relevant regulations such as MCOB and Consumer Duty principles. Being able to discuss how you would ensure compliance in your role will show that you take the responsibilities of a Trainee Mortgage Adviser seriously.

✨Show Enthusiasm for Learning

Express your eagerness to learn and grow within the company. Mention any relevant training or development opportunities you are interested in, as this aligns with the organisation's commitment to personal and professional development.

Trainee Mortgage Adviser
The Nottingham
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