Trainee Mortgage Advisor

Finders Keepers Ltd.; Bristol; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player is seeking a Trainee Mortgage Advisor to join their dynamic team in Bristol. This role offers comprehensive training and the opportunity to achieve CF1 & CF6 qualifications, with a clear path for career progression. You will engage with clients, conduct appointments, and provide tailored advice on mortgage products. The supportive environment encourages personal growth, with competitive earnings potential and exciting incentives for top performers. If you are driven, resilient, and eager to succeed in the mortgage sector, this is the perfect opportunity for you to build a rewarding career.

Benefits

Industry leading training

Paid employee for 6 months

Transparent progression structure

All-expense paid trips for top achievers

Central Admin Support

Qualifications

• Strong sales track record and customer service skills are essential.
• Motivated and resilient individuals will thrive in this role.

Responsibilities

• Build relationships with the Estate Agency team through training.
• Conduct 2 to 3 appointments a day and provide customer advice.
• Attract new customers while achieving professional goals.

Skills

Resilience

Positive attitude

Sales generation

Customer service

Attention to detail

Ability to work under pressure

Friendly demeanor

Education

CF1 & CF6 qualification

Tools

Agile IT systems

Job description

Mortgage Services

Taylors in Bristol offers structured and transparent progression opportunities – Competitive basic salary – OTE: year one, £20-30k realistic and achievable – 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 £20-30k.
• Central Admin Support and agile IT tools to help you succeed.
• Supportive, encouraging, and rewarding environment – 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.
• Taking part in regular team meetings to discuss best practices 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 results-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 sales 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 service skills.
• Full UK driving license.

Taylors 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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