Trainee Mortgage Adviser

The New Homes Group; Wakefield; On-site; GBP 30,000; Full time

Job summary

A leading new homes mortgage provider is looking for a Trainee Mortgage Adviser in Wakefield. This role offers substantial salary packages and the opportunity to become fully CeMAP qualified. Responsibilities include managing customer inquiries and supporting the mortgage application process. Ideal candidates should possess excellent communication skills and a strong desire to work in Financial Services.

Benefits

28 days paid holiday

Contributory workplace pension

Employee Assistance Programme

Death in service cover

Discounts on various services

Qualifications

• Strong desire to work in Financial Services, particularly mortgages.
• Proven track record in customer service and sales.
• Excellent interpersonal and presentation skills.
• Organised, disciplined, and structured approach.

Responsibilities

• Make and receive calls to customers referred by house-builder clients.
• Record customer details as part of mortgage applications.
• Partially complete fact finds.
• Arrange appointments with Mortgage Advisers.

Skills

Customer service

Sales

Communication

IT proficiency

Tools

Microsoft Office

Job description

Overview

Job Title: Trainee Mortgage Adviser

Following ongoing success, several Trainee Mortgage Advisers have progressed to full-time home-based Mortgage Advisers. We are seeking the next intake of candidates to become a fully CeMAP qualified Mortgage and Protection Adviser in a role offering a long-term career in Financial Services. This opportunity is with the UK’s leading new homes mortgage provider as a Trainee Mortgage Adviser.

Location: Based full time at our offices in Wakefield WF2 0XG. After training and achieving CeMAP qualifications, you will be promoted to a full-time home-based Mortgage and Protection Adviser.

Daily Commute: You must have your own vehicle to commute to our offices as required, or live locally with access to reliable public transport.

Target: Candidates with a strong desire to work in Financial Services, with a proven track record in customer service and/or sales.

Year One Rewards: During the first 12 months, you will receive a salary guarantee of £30,000 (basic salary £25,500 plus guaranteed commission £4,500). A bonus top-up is available if targets are exceeded, and overtime is regularly available to increase earnings.

After 12 Months: Upon successful completion of the initial period, basic salary increases to £27,500 plus commission and bonus, with an OTE of £40K–£45K.

CeMAP Support: We provide full financial support to gain CeMAP Mortgage Adviser qualifications, including study materials and all exam entry costs.

Working Hours: Rotating rota, including early and late starts, working every other weekend.

The New Homes Group

The New Homes Group is the UK’s leading New Homes Specialist, and as a Trainee Mortgage Adviser you will be working for the UK’s leading new homes Mortgage Provider. This role offers long-term career prospects and a substantial salary and benefits package.

Your role will be based in the office as the first point of contact for our customers. You will help manage customer impressions, make and receive calls referring to our national house-builder clients, record details as part of mortgage applications, partially complete a fact find, research lender affordability and criteria, and arrange appointments with a specialist Mortgage Adviser.

Responsibilities:

• Make and receive calls to customers referred by national house-builder clients.
• Accurately record customer details as part of mortgage applications.
• Partially complete fact finds and research lender affordability and criteria.
• Utilise sales and customer service experience to arrange appointments with Mortgage Advisers.

Required Knowledge, Skills And Qualifications

• A strong desire to work in Financial Services, particularly mortgages and protection.
• A strong track record in customer service and sales.
• Excellent interpersonal and presentation skills with outstanding communication and listening abilities; able to explain complex information clearly.
• Organised, disciplined and structured in approach.
• Highly competent IT user, including Microsoft Office (Excel, Word, Outlook).

Benefits:

• Permanent full-time role.
• Unrivalled opportunities for progression and personal development in an expanding, market-leading business.
• 28 days paid holiday including Bank Holidays (plus birthday off after probation).
• Contributory workplace pension.
• 24-hour Wellbeing Employee Assistance Programme.
• Death in service cover.
• Discounts platform, Perks at Work.
• Self-funded Health Care plan.
• Discounted medical assessments and health screening.
• Discount on Nuffield Gym Membership.
• Discounts on estate agency, mortgage and surveying services.

Notes: (*) Subject to Terms & Conditions. (**) Subject to CeMAP qualification and meeting agreed targets and standards.

If this role sounds of interest, please forward your CV by clicking Apply Now, or call Amelia Jenkins on 01206-716066 for a confidential chat.