Trainee Mortgage Advisor

FOX & SONS; Eastleigh; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Trainee Mortgage Advisor to join their dynamic team in Eastleigh. This role offers structured training to achieve CF1 & CF6 qualifications and CAS/RMA status, with a supportive environment that emphasizes career progression. You will work closely with a skilled management team, receiving full support to succeed in generating new sales and providing excellent customer service. With a competitive basic salary and realistic OTE of £35,000 - £55,000 in your first year, this opportunity is perfect for motivated individuals eager to build a successful career in the mortgage sector.

Benefits

Industry leading training

Paid employee for 6 months

Expense-paid trips for top achievers

Supportive environment

Central admin support

Qualifications

• Motivated to succeed with a positive can-do attitude.
• Strong sales track record and customer service skills.

Responsibilities

• Building relationships with the estate agency team.
• Conducting 2 to 3 appointments a day.
• Providing advice on a range of products and services.

Skills

Resilient attitude

Sales generation

Customer service skills

Attention to detail

Ability to work under pressure

Full UK driving license

Education

CF1 & CF6 qualification

Tools

Agile IT systems

Job description

Trainee Mortgage Advisor

Fox & Sons in Eastleigh offers structured and transparent progression opportunities – competitive basic salary – OTE year one £35,000 - £55,000 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 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 £35-45k.
• 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:

• Resilient, positive, and friendly can-do 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 alliances.
• Attention to detail.
• Good customer service skills.
• Full UK driving license.

Fox & Sons 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.

We believe that diversity makes us stronger. If you’re excited about this role but don’t meet every single requirement, we still encourage you to apply. You might be just the right candidate for this or other opportunities.