At a Glance
- Tasks: Support customers with mortgage needs and build strong relationships with estate agents.
- Company: Established mortgage and financial services business with a customer-focused approach.
- Benefits: 33 days' holiday, birthday off, pension, life insurance, and career development opportunities.
- Other info: Enjoy a structured career path and recognition for your success.
- Why this job: Kickstart your career in mortgages with excellent training and support in a rewarding environment.
- Qualifications: Confident communicator with a passion for financial services; CeMAP1 qualification preferred.
The predicted salary is between 29250 - 35750 £ per year.
Our client is a well-established mortgage and financial services business that works closely with local estate agency partners to help customers secure their ideal home.
They offer a supportive, customer-focused environment with excellent training, career development, and recognition for success.
Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
As a Trainee Mortgage Advisor, you will support customers with their mortgage and protection needs, build strong relationships, work alongside estate agents to generate new business and access the whole of the market to find suitable solutions.
Full training and support will be provided, with a clear pathway to develop your mortgage advisory career.
Working pattern will be five days per week, including Saturdays, with two Saturdays off each month.
Our Ideal Candidate
Will be a confident communicator who is customer-focused, driven and motivated to succeed.
Previous mortgage experience is not essential, but a genuine interest in financial services and a passion for helping customers are important.
Ce MAP1 qualified or studying towards this. xsabvtc
This is a fantastic opportunity for someone looking to build a long-term career in mortgages with a successful business that values its people, invests in development, and has a formidable reputation for customer service.
Company Benefits
Include 33 days' holiday plus your birthday off, pension and life insurance, company rewards and incentives, an employee assistance scheme, paid charity event entries, and a structured career path...
Trainee Mortgage Advisor employer: U and P Recruitment Ltd
As a leading house builder in the Dorset area, our company offers an exceptional work environment for New Homes Sales Advisors, characterised by a supportive culture that prioritises employee development and success. With a competitive salary, attractive commission structure, and opportunities for career growth, we empower our team to excel in their roles while providing outstanding customer service. Join us to be part of a dynamic team that values professionalism and fosters a rewarding career in the property sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Advisor
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like U and P Recruitment Ltd actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like U and P Recruitment Ltd. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including U and P Recruitment Ltd, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at U and P Recruitment Ltd can help you grow your skills and knowledge in the field.
Tailor Your Application to U and P Recruitment Ltd:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of U and P Recruitment Ltd. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at U and P Recruitment Ltd
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at U and P Recruitment Ltd.
