Trainee Mortgage Advisor

Connells; Colchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading mortgage advisory firm in Colchester is seeking a Trainee Mortgage Advisor. The role includes building relationships, providing financial advice, and participating in training to gain qualifications. Candidates should have a positive attitude, strong sales skills, and a full UK driving license. This position offers competitive salary and structured support for career advancement.

Benefits

Industry-leading training

Career progression opportunities

Paid study time during training

Qualifications

• Positive and friendly attitude is essential.
• Motivated to succeed with a track record in sales.
• Ability to work under pressure and foster customer relationships.

Responsibilities

• Build relationships with the Estate Agency team.
• Conduct 2 to 3 appointments a day.
• Provide advice on products and services to meet customer needs.

Skills

Resilient attitude

Sales generation

Customer service skills

Attention to detail

Job description

Job Description

Connells in Colchester offers structured and transparent progression opportunities, a competitive basic salary, 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 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.
• 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 customer needs.
• Attracting new customers and business while 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 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.

Connells Group UK 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. We are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't fit every aspect of the description, we encourage you to apply. You may be the right candidate for this or other opportunities.