Trainee Mortgage Advisor

CONNELLS GROUP; East Midlands; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Trainee Mortgage Advisor to join their dynamic team. This role offers a structured progression pathway with comprehensive training to achieve CF1 and CF6 qualifications, enabling you to thrive in a supportive and rewarding environment. You will engage with customers, providing expert advice on a range of mortgage products while building strong relationships within the team. With a focus on generating new sales and achieving professional goals, this position is perfect for motivated individuals looking to kickstart their career in the mortgage sector. Join a company that invests in your success and offers exciting opportunities for top achievers.

Benefits

Competitive basic salary

Industry leading training

Paid employee training period

Transparent progression structure

Central Admin Support

All expense paid trips for top achievers

Qualifications

• Strong sales track record and customer-centric approach are essential.
• Ability to work under pressure and build strong alliances.

Responsibilities

• Conduct 2 to 3 appointments daily to provide tailored advice.
• Build relationships with the Estate Agency team through training.

Skills

Resilience

Positive attitude

Sales generation

Customer service

Attention to detail

Ability to work under pressure

Relationship building

Education

CF1 & CF6 qualification

Full UK driving licence

Tools

Agile IT systems

Job description

Trainee Mortgage Advisor

Bagshaws Residential in Derby offers structured and transparent progression opportunities – Competitive basic salary – 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.
• 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 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 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.
• Attention to detail.
• Good customer service skills.
• Full UK driving licence.

Bagshaws Residential Estate Agents are part of Sequence Home, one of the largest and most successful estate agency and property services providers in the UK. We operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years. 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.

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