Trainee Mortgage Advisor

COUNTRYWIDE MORTGAGE SERVICES; Colchester; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the mortgage sector is seeking a Trainee Mortgage Advisor in Colchester. This role offers structured training, a competitive salary, and the opportunity to achieve qualifications while working in a supportive environment. You will engage with customers, provide tailored advice, and build relationships within the estate agency team. The position promises career progression and rewards for top achievers.

Benefits

Competitive Basic Salary

All-expenses-paid trips for top achievers

Paid Employee Training

Qualifications

• Strong track record in generating new sales and following through to completion.
• Able to work under pressure and build strong alliances.

Responsibilities

• Building relationships with the estate agency team through training and support.
• Conducting 2 to 3 appointments a day.
• Providing advice on a range of products and services.

Skills

Resilience

Customer Service

Sales Generation

Attention to Detail

Positive Attitude

Education

CF1 & CF6 Qualification

Job description

Trainee Mortgage Advisor

Abbotts in Colchester offers structured and transparent progression opportunities, a competitive basic salary, OTE year one £25k-£30k (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.
• Up to 6 months 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 £25k-£30k.
• Central admin support and agile IT tools to help you succeed.
• Supportive, encouraging, and rewarding environment – We invest in you!
• All-expenses-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 customer 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 can-do 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 alliances.
• Attention to detail.
• Good customer service skills.
• Full UK driving licence.

Countrywide Mortgage Services 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.

We recognize that studies show women and people of colour are less likely to apply unless they meet every qualification. At Connells Group, we are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn’t match every aspect of the job description, we encourage you to apply anyway. You might be just the right candidate for this or other opportunities.