Trainee Mortgage Advisor

CONNELLS GROUP; Birmingham; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading company in the mortgage advisory sector is seeking a Trainee Mortgage Advisor in Birmingham. This entry-level role offers extensive training, a supportive environment, and a clear progression path towards becoming fully qualified. As a Trainee, you will engage with clients while developing essential skills in a results-driven setting, aiming for an OTE of £35,000 in your first year.

Benefits

Structured and transparent progression opportunities

Competitive basic salary

Paid employment during training

All expense paid trips for top achievers

Qualifications

• Ability to build relationships and conduct appointments effectively.
• Strong track record in generating new sales and customer focus.
• Motivated success with resilience and a friendly demeanor.

Responsibilities

• Building relationships with the Estate Agency team.
• Conducting 2 to 3 appointments a day to provide customer advice.
• Attracting new customers and achieving professional goals.

Skills

Resilience

Positive attitude

Attention to detail

Customer service skills

Education

CF1 & CF6 qualification

Full UK driving licence

Job description

Trainee Mortgage Advisor

Connells in Billericay offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £35,000 – Warm leads – Industry leading training – Agile and nimble IT systems

What’s in it for you as our Trainee Mortgage Advisor?

• Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
• Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
• Transparent and fair progression structure allowing you to forge a true career
• Highly skilled and experienced management team
• Competitive basic salary with a realistic year one OTE of £35k
• Central Admin Support and agile IT tools to help you succeed
• Supportive encouraging and rewarding environmen t – We invest in you!
• All expense paid trips for top achievers

Key responsibilities of a Trainee Mortgage Advisor:

• Building relationships with the Estate Agency team through training and support
• Take part in regular team meetings to discuss best practice and build relationships
• You will conduct 2 to 3 appointments a day
• Providing advice on a range of products and services to meet your customers’ needs
• You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment

Skills and experience required to be a successful Trainee Mortgage Advisor:

• Resilient, positive and a friendly can do attitude
• Strong track record in generating new sale s and following through to completion
• Motivated to be successful
• Always doing the right thing by the customer
• Able to work under pressure and build strong alliances
• Attention to detail
• Good customer services skills
• Full UK driving licence

Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

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