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For Companies 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.
- 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.
- Other info: Enjoy team-building events and a supportive work environment.
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) employer: Wise Monkey Recruitment ltd
Contact Detail:
Wise Monkey Recruitment ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor (Self Employed)
✨Tip Number 1
Network like a pro! Get out there and connect with local businesses, attend community events, and join relevant groups. Building relationships in your area can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Practice your pitch! You need to be able to communicate your value clearly and confidently. Role-play with friends or family to refine your approach and make sure you can explain how you can help clients with their mortgage needs.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to mortgages and financial advice to position yourself as a knowledgeable resource.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you kickstart your career as a Trainee Mortgage Advisor. The more we know about you, the better we can support your journey!
We think you need these skills to ace Trainee Mortgage Advisor (Self Employed)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Mortgage Advisor role. Highlight any relevant communication or relationship-building experience, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for helping clients and why you want to start a career in mortgage advice. We love to see genuine enthusiasm!
Showcase Your Local Connections: Since we’re looking for someone with strong local ties, mention any connections you have in the Cranleigh area. This can really set you apart from other candidates!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Wise Monkey Recruitment ltd
✨Know Your Stuff
Before the interview, brush up on mortgage products and financial services. Familiarise yourself with common terms and concepts so you can speak confidently about them. This shows your passion for the role and helps you stand out.
✨Showcase Your People Skills
As a Trainee Mortgage Advisor, building relationships is key. Prepare examples of how you've successfully communicated or built rapport in past experiences. This will demonstrate your ability to connect with clients and generate referrals.
✨Demonstrate Your Determination
The role requires resilience and a desire to succeed. Be ready to share stories that highlight your determination, whether it’s overcoming challenges or pursuing goals. This will resonate well with the interviewers looking for someone who can thrive in a self-employed environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company’s training and support systems. This not only shows your interest in the role but also helps you gauge if the company is the right fit for your career aspirations.
