Trainee Mortgage Advisor

Trainee Mortgage Advisor

St Leonards Apprenticeship 8000 - 11600 £ / month (est.) No home office possible
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At a Glance

  • Tasks: Maximise mortgage sales and deliver top-notch client care with your estate agency team.
  • Company: Join a leading mortgage service provider with a focus on teamwork and client satisfaction.
  • Benefits: Competitive salary, uncapped commission, career progression, and exciting incentives.
  • Why this job: Make a real difference in clients' lives while building a rewarding career in finance.
  • Qualifications: CeMAP qualified or equivalent, with a positive attitude and sales experience.
  • Other info: Enjoy ongoing training and support in a dynamic, fast-paced environment.

The predicted salary is between 8000 - 11600 £ per month.

Overview

You will work hand in hand with your estate agency colleagues to maximise mortgage and protection sales from quality leads. You will be tasked with delivering our industry leading levels of client care and service and helping each client find the solution that best suits their individual needs and circumstances so they come back time and time again. You will be advising on and arranging residential mortgages, Buy to Let mortgages, remortgages and product transfers and an award winning suite of non-regulated insurance products from market leading insurers. Progression and training are provided to support your development within the Mortgage Services environment and to work effectively alongside your Estate Agency colleagues.

Responsibilities

  • Work with and provide feedback to the residential team regarding progress to leads.
  • Advise on and arrange residential mortgages, Buy to Let mortgages, remortgages and product transfers, and an award winning suite of non-regulated insurance products from market leading insurers.
  • Collaborate with estate agency colleagues to maximise mortgage and protection sales from quality leads.

Requirements

  • Fully CeMAP qualified or equivalent.
  • Banking or Financial background preferred but not essential.
  • Minimum of 1 year\\\’s sales experience (working towards targets/objectives).
  • Positive and resilient attitude.
  • Naturally driven to reach and exceed goals.
  • Organised, self-motivated and a team player.
  • Ability to work under pressure.
  • Numerate and detail conscious.

Benefits

  • Competitive Basic Salary with OTE £40k.
  • Uncapped Commission Structure.
  • Progressive and proven Career Journey.
  • Opportunity to further your professional qualifications.
  • Awards and ongoing incentives including top achievers overseas trips.
  • Ongoing Training and Support to keep you ahead of your game.
  • Access to an award winning mortgage service with exclusive mortgage products.
  • Full Administration Support.

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Trainee Mortgage Advisor employer: William H Brown

As a Trainee Mortgage Advisor, you will join a dynamic team that prioritises exceptional client care and service, ensuring that every client receives tailored mortgage solutions. Our supportive work culture fosters professional growth through ongoing training and development opportunities, alongside an attractive commission structure and incentives for top performers. Located in a vibrant area, we offer a collaborative environment where your contributions are valued, making it an excellent place to build a rewarding career in the mortgage services sector.
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Contact Detail:

William H Brown Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with people in the mortgage and estate agency sectors. Attend industry events, join relevant online groups, and don’t be shy to reach out on LinkedIn. The more connections you make, the better your chances of landing that dream role!

✨Tip Number 2

Practice your pitch! You never know when an opportunity might pop up, so be ready to explain why you’re the perfect fit for the Trainee Mortgage Advisor role. Keep it concise, highlight your sales experience, and show off that positive attitude. We want to see your passion shine through!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Mention something specific from your conversation to show you were engaged and are genuinely interested in the position. It’s a simple yet effective way to stand out from the crowd.

✨Tip Number 4

Apply through our website! We’ve got all the latest job openings listed there, and applying directly shows your enthusiasm. Plus, it’s super easy to navigate. Don’t miss out on the chance to join our team and kickstart your career in mortgage advising!

We think you need these skills to ace Trainee Mortgage Advisor

CeMAP qualification or equivalent
Sales Experience
Client Care
Mortgage Advice
Product Knowledge (Residential Mortgages, Buy to Let Mortgages, Remortgages, Insurance Products)
Collaboration
Organisational Skills
Self-Motivation
Teamwork
Numeracy
Attention to Detail
Ability to Work Under Pressure
Goal Orientation
Resilience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Trainee Mortgage Advisor role. Highlight any relevant experience, especially in sales or finance, and don’t forget to showcase your positive attitude and resilience!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients find the right mortgage solutions and how your skills align with our values at StudySmarter.

Showcase Your Team Spirit: Since collaboration is key in this role, mention any experiences where you’ve worked effectively in a team. We love seeing how you can contribute to our estate agency colleagues and maximise those sales together!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!

How to prepare for a job interview at William H Brown

✨Know Your Mortgages

Make sure you brush up on the different types of mortgages, including residential, Buy to Let, and remortgages. Being able to discuss these confidently will show your potential employer that you're serious about the role and understand the products you'll be working with.

✨Showcase Your Sales Skills

Since sales experience is key for this position, prepare examples from your past where you've successfully met or exceeded targets. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.

✨Demonstrate Team Spirit

This role involves collaborating with estate agency colleagues, so be ready to discuss how you've worked effectively in a team before. Highlight any experiences where teamwork led to successful outcomes, as this will resonate well with the interviewers.

✨Prepare Questions

Interviews are a two-way street, so think of insightful questions to ask about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Trainee Mortgage Advisor
William H Brown
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  • Trainee Mortgage Advisor

    St Leonards
    Apprenticeship
    8000 - 11600 £ / month (est.)

    Application deadline: 2027-09-29

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    William H Brown

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