Trainee Mortgage Advisor

Connells-Group-2; Exeter; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

OTE £40k–£60k

Uncapped commission

Leads provided

Structured training

Career progression

Tech & tools

Group discounts & rewards

Job summary

Connells Group in Exeter is seeking a CeMAP-qualified aspiring Mortgage & Protection Advisor to join our estate agency team. No prior mortgage experience is required as we provide full training, coaching and support to grow your advice skills and confidence.

With leads provided through our estate agency network, you’ll learn to guide customers from enquiry to mortgage completion, deliver compliant advice, and build lasting relationships.

Qualifications

• CeMAP qualification or equivalent.
• No prior mortgage experience required.
• Structured training and ongoing coaching provided.

Responsibilities

• Understand customers’ needs and provide mortgage and protection advice.
• Guide customers from enquiry through to mortgage completion.
• Build relationships with estate agency colleagues and referrals.
• Deliver compliant advice and excellent service while working towards targets.

Skills

Customer service

Sales

Relationship building

Education

CeMAP qualification

Job description

OTE £40k | Uncapped Commission | Leads Provided | Full Training

Connells Group is looking for a CeMAP-qualified aspiring Mortgage & Protection Advisor to join our estate agency team in Exeter.

You don’t need previous mortgage advising experience. We’ll provide the training, coaching and support to help you build your confidence, develop your advice skills and grow your career in Mortgage Services.

With leads provided through our estate agency network, you’ll have opportunities to put your learning into practice and build strong customer relationships.

The Role

As you progress through your training, you’ll develop the skills to:

• Understand customers’ needs and provide suitable mortgage and protection advice
• Guide customers from their initial enquiry through to mortgage completion
• Build relationships with estate agency colleagues and make the most of referrals
• Keep customers informed and supported throughout the process
• Deliver compliant advice and excellent service while working towards performance targets

What’s in It for You?

• Competitive basic salary with initial OTE of £40k
• Uncapped commission, with OTE growing to £60k as you gain experience
• Leads provided through our estate agency network
• Structured training and ongoing coaching
• Clear career progression within Connells Group
• Technology and tools to support your work
• Group discounts, incentives and rewards for strong performance

What You’ll Bring

• Full CeMAP qualification or equivalent
• Ideally, experience in sales, customer service or a target-driven role
• Confidence building relationships and explaining information clearly
• An organised approach and attention to detail
• The drive to learn, achieve targets and build a career in Mortgage Services

Connells Group UK is an equal opportunities employer. We are committed to creating an inclusive and authentic workplace and welcome applications from all backgrounds.