Trainee Mortgage Advisor

CONNELLS GROUP; Crawley; On-site; GBP 25,000 - 45,000; Full time

Job summary

Join a leading company as a Trainee Mortgage Advisor in Crawley, where you'll receive comprehensive training and support to achieve your qualifications. With a competitive salary and achievable OTE of £40,000 in your first year, this role offers a clear path for career progression. You'll engage with clients, provide tailored advice, and work within a supportive team environment. If you're motivated and ready to build a successful career in finance, we encourage you to apply!

Benefits

Industry-leading training

Paid employment during training

Expense-paid trips for top achievers

Qualifications

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

Responsibilities

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

Skills

Resilience

Positive Attitude

Customer Service

Attention to Detail

Sales Generation

Education

CF1 & CF6 Qualification

Job description

Trainee Mortgage Advisor

Connells in Copthorne offers structured and transparent progression opportunities, a competitive basic salary, an OTE of £40,000 in the first year (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 £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.
• Participating in regular team meetings to discuss best practices 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 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 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 service skills.
• Full UK driving licence.

Connells Group is an equal opportunities employer and encourages applications from 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 single requirement? 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.