Trainee Mortgage Advisor

COUNTRYWIDE MORTGAGE SERVICES; Croydon; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a motivated Trainee Mortgage and Protection Advisor to enhance customer experiences throughout the mortgage process. In this dynamic role, you will build relationships with estate agency teams, attract new business, and guide customers through various mortgage products. The company offers superb training, a supportive environment, and uncapped commission opportunities. With a strong focus on personal development and career progression, this is a fantastic opportunity for those eager to succeed in the financial services sector.

Benefits

Competitive Salary OTE £35K

Superb training and development programme

Uncapped commission

Quality and Loyalty Bonus

Group Discounts on Property Services

All expense paid trips for top achievers

Qualifications

• Hold CeMap or equivalent qualification for mortgage advising.
• Excellent verbal and written communication skills are essential.

Responsibilities

• Build relationships with Estate Agency teams for training and support.
• Guide customers through the mortgage service and provide tailored advice.

Skills

Customer Service Experience

Communication Skills

Business Generation

Resilience

Organizational Skills

Detail Oriented

IT Literacy

Education

CeMap or equivalent qualification

Tools

MS Office

Email Systems

Job description

Trainee Mortgage Advisor

Mann Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Croydon. OTE £35k

We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.

You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.

What can we offer you as our Trainee Mortgage and Protection Advisor:

1. Competitive Salary OTE £35K
2. Superb training and development programme
3. Uncapped commission
4. Leads generated from our colleagues in Estate Agency
5. Quality and Loyalty Bonus
6. Group Discounts on Property Services.
7. Transparent and fair progression structure
8. Highly skilled and experienced management team
9. Central Admin Support and agile IT tools to help you succeed
10. Supportive encouraging and rewarding environment – We invest in you!
11. All expense paid trips for top achievers

Main responsibilities of a Trainee Mortgage and Protection Advisor

1. Building relationships with the Estate Agency teams in order to provide training and support.
2. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
3. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
4. Taking part in regular branch meetings to discuss best practice and build lasting relationships.

Skills and experience required to be a successful Trainee Mortgage and Protection Advisor

1. Hold CeMap or industry equivalent qualification.
2. Able to generate new business in a target driven environment.
3. Outstanding customer care / customer service experience.
4. Resilient, positive, organised, numerate and detail oriented
5. Excellent verbal and written communication skills.
6. IT literate (MS Office, internet, email systems).
7. A Full UK driving license and access to your own vehicle.

Countrywide Mortgage Services are part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more!

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.