Trainee Mortgage Advisor

CONNELLS GROUP; Bristol; On-site; GBP 35,000 - 40,000; Full time

Job summary

A leading mortgage advisory firm in Bristol is looking for a Trainee Mortgage Advisor. The role offers a competitive salary with an OTE of £35,000 - £40,000 in the first year, comprehensive training to achieve qualifications, and a supportive working environment. Responsibilities include building relationships with clients, conducting appointments, and providing tailored advice. Candidates should possess a resilient attitude and strong sales skills.

Benefits

Industry-leading training

Transparent progression opportunities

Expense-paid trips for top achievers

Qualifications

• Motivated to be successful.
• Able to build strong alliances.
• Full UK driving license is required.

Responsibilities

• Building relationships with the Estate Agency team.
• Conducting 2 to 3 appointments a day.
• Providing advice on products to meet customer needs.
• Attracting new customers and business.

Skills

Resilient

Positive attitude

Strong customer service skills

Attention to detail

Strong track record in generating new sales

Ability to work under pressure

Job description

Overview

Trainee Mortgage Advisor

Connells in Bristol offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £35,000 - £40,000 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 £35-40k.
• 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.
• 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 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 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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