At a Glance
- Tasks: Learn to provide tailored mortgage advice and manage client cases from start to finish.
- Company: Established financial services organisation with a strong reputation.
- Benefits: Generous commission, flexible working, ongoing training, and career progression.
- Other info: Enjoy team-building events and a supportive work environment.
- Why this job: Kickstart your career in finance with full support and the chance to build your own business.
- Qualifications: Strong communication skills and a desire to succeed in a self-employed role.
The predicted salary is between 10000 - 40000 £ per year.
OTE £10,000 - £40,000 Year 1
Scope for Growth
Cranleigh, Surrey (Hybrid Working Available)
We are recruiting on behalf of an established and well-respected financial services organisation for a Trainee Mortgage Advisor. This is perfect for someone with strong local connections and a passion for helping clients, who wants to start a career in self-employed mortgage and financial advice with full support and training.
The role:
- Learn and deliver tailored mortgage and protection advice
- Manage cases from enquiry to completion
- Build lasting client relationships and generate referrals
- Receive training, lead generation, marketing support, and coaching
What you’ll need:
- Excellent communication and relationship-building skills
- Based within 60 minutes of Cranleigh
- Desire to succeed and build your own business
- Determination and resilience
What you’ll be rewarded with:
- Generous commission splits of up to 70% on self-generated business
- Financial support package for the right candidate
- Flexible hybrid working in modern offices
- Ongoing training, CPD, pathway to CAS
- Administrative support as your business grows
- Regular team-building events and career progression into full financial advice
Apply today to launch your career in mortgage and financial advice with a supportive, well-established organisation.
Trainee Mortgage Advisor (Self Employed) in Surrey employer: Wise Monkey Recruitment ltd
Join a well-respected financial services organisation in Cranleigh, where you will receive comprehensive training and support as a Trainee Mortgage Advisor. With generous commission splits, flexible hybrid working options, and a strong emphasis on employee growth through ongoing training and career progression, this role offers a unique opportunity to build your own business while making a meaningful impact in clients' lives. Experience a collaborative work culture with regular team-building events that foster lasting relationships and professional development.
Contact Details:
Wise Monkey Recruitment ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Advisor (Self Employed) in Surrey
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Wise Monkey Recruitment ltd. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Mortgage Advisor (Self Employed) in Surrey
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Wise Monkey Recruitment ltd.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Wise Monkey Recruitment ltd
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Wise Monkey Recruitment ltd.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Wise Monkey Recruitment ltd.
