Trainee Mortgage Advisor

COUNTRYWIDE MORTGAGE SERVICES; 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 a structured path to success with comprehensive training and support to achieve necessary qualifications. You will engage with customers, provide expert advice on mortgage products, and develop strong relationships within the team. With a competitive salary and a transparent progression structure, this is an excellent opportunity for motivated individuals looking to build a rewarding career in the mortgage industry. Join a supportive environment that values your growth and success!

Benefits

Industry-leading training

Paid employee status during training

Transparent progression structure

All-expense paid trips for top achievers

Central Admin Support

Qualifications

• Strong sales track record and a can-do attitude are essential.
• Motivated individuals who excel in customer service will thrive.

Responsibilities

• Build relationships with the Estate Agency team and conduct appointments.
• Provide tailored advice on products and attract new customers.

Skills

Resilience

Positive attitude

Customer service skills

Attention to detail

Sales generation

Ability to work under pressure

Relationship building

Full UK driving license

Education

CF1 & CF6 qualification

Tools

Agile IT systems

Job description

Trainee Mortgage Advisor

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?

1. Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
2. Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
3. Transparent and fair progression structure allowing you to forge a true career.
4. Highly skilled and experienced management team.
5. Competitive basic salary with a realistic year one OTE of £20-30k.
6. Central Admin Support and agile IT tools to help you succeed.
7. Supportive encouraging and rewarding environment – We invest in you!
8. All-expense paid trips for top achievers.

Key responsibilities of a Trainee Mortgage Advisor:

1. Building relationships with the Estate Agency team through training and support.
2. Take part in regular team meetings to discuss best practice and build relationships.
3. You will conduct 2 to 3 appointments a day.
4. Providing advice on a range of products and services to meet your customers’ needs.
5. 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:

1. Resilient, positive and a friendly can-do attitude.
2. Strong track record in generating new sales and following through to completion.
3. Motivated to be successful.
4. Always doing the right thing by the customer.
5. Able to work under pressure and build strong alliances.
6. Attention to detail.
7. Good customer service skills.
8. Full UK driving license.

Since 1973, Taylors success in helping people with their property needs means that we have expanded rapidly throughout the South and Midlands of the UK. With branches covering right across the region from Peterborough in the east to Cardiff in the west.

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.

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