Trainee Mortgage Advisor

The New Homes Group; Dorking; On-site; GBP 30,000 - 40,000; Full time

Job summary

A reputable estate agency in Dorking is seeking a Trainee Mortgage Advisor to build client relationships and provide expert advice on mortgage products. Full training is provided to achieve necessary qualifications, with an OTE of £35k. Ideal candidates should have a positive attitude, strong sales motivation, and the ability to work under pressure. This role offers a supportive environment alongside central admin support.

Benefits

Competitive basic salary

Expense paid trips for top achievers

Structured progression opportunities

Agile IT systems for efficiency

Dedicated study time for qualifications

Qualifications

• Motivated to achieve professional goals in a results-driven environment.
• Ability to conduct 2 to 3 appointments a day.
• Strong track record of building relationships with clients and team.

Responsibilities

• Providing advice on a range of mortgage products and services.
• Attracting new customers while ensuring client satisfaction.
• Participate in regular team meetings to discuss best practices.

Skills

Resilient

Positive attitude

Friendly can-do attitude

Track record in generating new sales

Motivated to be successful

Able to work under pressure

Build strong alliances

Full UK driving licence

Job description

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Barnard Marcus in Dorking offers structured and transparent progression opportunities – Competitive basic salary – OTE of £35k realistic and achievable – Warm leads – Industry leading training – Agile and nimble 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 with a realistic OTE of £35k
• 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.
• Take part in regular team meetings to discuss best practice 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 whilst 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
• Full UK driving licence

Barnard Marcus 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.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.