Trainee Mortgage Advisor

TN United Kingdom; Exeter; 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 in Exeter. This role offers a structured progression path with full training provided to achieve professional qualifications. You'll engage with clients, conduct appointments, and provide tailored advice while building strong relationships within a supportive environment. Enjoy competitive salary, agile IT systems, and the chance to excel in your career. If you're motivated, resilient, and ready to make a difference, this opportunity is perfect for you.

Benefits

Industry Leading Training

Paid Employee Training

All-Expense Paid Trips for Top Achievers

Central Admin Support

Agile IT Tools

Qualifications

• Resilient and positive attitude with a strong track record in sales.
• Motivated to succeed and build strong customer relationships.

Responsibilities

• Conduct 2 to 3 appointments a day providing tailored advice.
• Build relationships with estate agency team and attract new customers.

Skills

Sales Generation

Customer Service

Resilience

Positive Attitude

Relationship Building

Full UK Driving License

Job description

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Fulfords in Exeter 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.
• Participate 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.
• Full UK driving license

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, with over 1,250 branches, the Group combines residential sales and lettings expertise with services including new homes, mortgage services, surveying, conveyancing, and more!

Connells Group UK is an equal opportunities employer and encourages applications from qualified candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion, marital status, or pregnancy and maternity.