Trainee Mortgage Advisor

ALLEN & HARRIS; Cardiff; On-site; GBP 30,000 - 45,000; Full time

Job summary

An exciting opportunity awaits as a Trainee Mortgage Advisor at a forward-thinking firm in Cardiff. This role offers structured training and support to help you achieve CF1 & CF6 qualifications while working in a supportive environment. With a competitive basic salary and an achievable OTE of £45,000 in your first year, you will have the chance to build strong relationships with clients and the estate agency team. You'll be equipped with agile IT tools and receive all the training needed to succeed. If you have a resilient and positive attitude, this could be the perfect stepping stone for your career in the mortgage industry.

Benefits

Industry-leading training

Central admin support

Expense-paid trips for top achievers

Qualifications

• Strong track record in generating new sales and following through.
• Motivated to succeed and build strong customer relationships.

Responsibilities

• Building relationships with the estate agency team.
• Conducting appointments and providing product advice.
• Attracting new customers in a results-driven environment.

Skills

Resilience

Positive Attitude

Sales Generation

Customer Service

Attention to Detail

Relationship Building

Ability to Work Under Pressure

Full UK Driving Licence

Job description

Trainee Mortgage Advisor

Allen & Harris in Cardiff offers structured and transparent progression opportunities, a competitive basic salary, OTE year one of £45,000 (realistic and achievable), warm leads, industry-leading training, and agile 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.
• 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 £45k.
• 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.
• Participating in regular team meetings to discuss best practices and build relationships.
• Conducting 2 to 3 appointments a day.
• Providing advice on a range of products and services to meet customers’ needs.
• Attracting new customers and business while being motivated to achieve professional goals within a result-driven environment.

Skills and experience required:

• Resilient, positive, and a friendly attitude.
• Strong track record in generating new sales and following through to completion.
• Motivated to succeed.
• Always doing the right thing by the customer.
• Able to work under pressure and build strong relationships.
• Attention to detail.
• Good customer service skills.
• Full UK driving licence.

Allen & Harris is an equal opportunities employer and encourages applications from all qualified candidates, regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every requirement? Studies show women and people of colour are less likely to apply unless they meet every qualification. At Connells Group, we are committed to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your experience isn’t a perfect match, we encourage you to apply—you might be just the right candidate for this or other opportunities.