Trainee Mortgage Adviser

The New Homes Group; Stockport; On-site; GBP 25,000 - 50,000; Full time

Job summary

A leading mortgage provider in the UK is seeking a Trainee Mortgage Adviser. This full-time role offers extensive training and a structured career path with earnings potential exceeding £50K after training. Candidates should have a strong desire to work in Financial Services, excellent communication skills, and a recent degree with a minimum classification of 2:1. Home-based work is available after the training period.

Benefits

34 days paid holiday

Contributory workplace pension

Generous staff referral bonus scheme

24-hour Employee Wellbeing Support service

Outstanding commission earnings

Qualifications

• Strong desire to work within the Financial Services industry.
• Excellent interpersonal and communication skills.
• Highly competent IT skills, including Excel, Word, and Outlook.

Responsibilities

• Delivering quality advice and sales to customers.
• Handling contact, appointments, and progression of mortgage applications.
• Writing in excess of 14 mortgages with protection monthly.

Skills

Desire to work in Financial Services

Interpersonal and communication skills

Organizational skills

IT skills including Excel, Word, and Outlook

Education

Recent graduation at 2:1 or higher

Job description

Overview

Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included)

An outstanding opportunity to commence a long-term career in Financial Services becoming a full-time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK’s leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.

Job Title

Trainee Mortgage Adviser

Compensation & Guarantee

• Enhanced Salary & Guarantee Structure
• During the first 16 weeks of training, a basic salary of: £25,500 per annum
• From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum
• From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum
• From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum
• From month 17, £25K basic salary plus unlimited commission, with a realistic OTE of £45K+

Contract & Location

• Contract Basis: Full time, permanent, employed role
• Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester, followed by 5 weeks remote training. You will continue to be remote once qualified

Target

Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers.

Post-Training Salary & Career Progression

Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect a realistic OTE of £50K+ in your 2nd full year along with outstanding benefits and a promotional tiers scheme.

Qualifications & Qualifications Support

CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for.

Working Hours

• During the 16-week training period the working hours are 9:30 AM – 5:00 PM, Monday to Friday. Availability for the whole 16 weeks with zero planned holidays is required.
• Post-training working hours: A mix of 9:00 AM–6:00 PM and 11:00 AM–8:00 PM, Monday to Friday. No weekend or bank holiday work required.

Timeline

Immediate interviews

Role Details

As a home-based Mortgage and Protection Adviser, your focus is on delivering quality advice and sales to customers with Adviser Support Teams handling contact, appointments, and progression of mortgage and protection applications. The role is telephone-based and requires articulate, engaging communication. You will be writing in excess of 14 mortgages with protection monthly and should be highly motivated, disciplined, and well organized.

Your long-term career is important to us. We are committed to training and development to help you realise your full potential. Many Adviser colleagues have progressed within the company, including our entire Sales Management team who started as Mortgage Advisers.

Required Knowledge, Skills, And Qualifications

• A strong desire to work within the Financial Services industry, particularly mortgages and protection
• Recent graduation at 2:1 or higher or a strong track record in sales
• Excellent inter-personal and communication skills, with the ability to explain complex information clearly
• Extremely well organized with a disciplined and structured approach to work
• Highly competent IT skills, including Excel, Word and Outlook

Benefits

• Extensive induction & training coupled with an outstanding development program
• 34 days paid holiday (25 days plus 8 bank holidays and your birthday off)
• Unrivalled opportunities for progression, promotion, and personal development
• Contributory workplace pension
• Generous staff referral bonus scheme
• Outstanding commission earnings (top performers earn in excess of £65K PA)
• 24-hour Employee Wellbeing Support service
• Defined promotional tiers with salary and commission uplifts for target achievement
• Home-based working once training is completed

Please note: You are required to attend 11 weeks of office-based training in Manchester followed by 5 weeks remote learning. Holiday during the training period is not permitted.

Apply

APPLY NOW or if you have any questions then call our Internal recruitment team on 01206 481039 for more information.