Trainee Mortgage Advisor

Barnard Marcus; Greater London; On-site; GBP 60,000 - 70,000; Full time

Benefits offered by this job

OTE £60k

Uncapped commission

Training & development

Quality leads

Career progression

Modern tools

Group discounts

Incentives

Job summary

Barnard Marcus, part of Connells Group, is seeking a Qualified Trainee Mortgage & Protection Advisor for our Surbiton branch. This role is ideal for a CeMAP-qualified individual looking to start or develop a career in mortgage and protection advice, with full training and ongoing support.

We offer industry-leading training, high-quality leads, uncapped commission and a clear path to progression. Expect an attractive base salary with an OTE of £60k, modern technology and tools, and collaborative

Qualifications

• Full CeMAP qualification (or equivalent).
• Strong customer service and relationship-building skills.
• Ambitious, motivated and eager to develop a career in financial services.
• Excellent communication and organisational skills.
• Comfortable working in a target-driven environment.
• Full UK driving licence and access to a vehicle.

Responsibilities

• Build strong relationships with Estate Agency colleagues.
• Generate new business and maximise referral opportunities.
• Support customers throughout the mortgage and protection process.
• Develop your knowledge and advisory skills through coaching and training.
• Deliver excellent customer service while working towards performance targets.

Skills

Customer service

Relationship-building

Communication

Organisational skills

Ambitious/Motivated

Target-driven

Education

CeMAP qualification

Job description

Job Description

OTE £60k

Connells Group is looking for a Qualified Trainee Mortgage & Protection Advisor to join our successful team our Barnard Marucs Surbiton's branch.

This is an excellent opportunity for a CeMAP-qualified individual looking to start or develop their career in mortgage and protection advice. With industry-leading training, dedicated support and high-quality leads, you'll gain the skills and experience needed to build a successful career within one of the UK's leading property services groups.

What we offer

• Competitive basic salary with OTE £60k
• Uncapped commission
• Industry-leading training and development programme
• Quality leads from our Estate Agency network
• Clear career progression opportunities
• Modern technology and tools to help you succeed
• Group discounts on property services
• Incentives and rewards for top performers

Key Responsibilities

• Build strong relationships with Estate Agency colleagues.
• Generate new business and maximise referral opportunities.
• Support customers throughout the mortgage and protection process.
• Develop your knowledge and advisory skills through coaching and training.
• Deliver excellent customer service while working towards performance targets.

Skills & Experience

• Full CeMAP qualification (or equivalent).
• Strong customer service and relationship-building skills.
• Ambitious, motivated and eager to develop a career in financial services.
• Excellent communication and organisational skills.
• Comfortable working in a target-driven environment.
• Full UK driving licence and access to a vehicle.

Connells Group is an equal opportunities employer and welcomes applications from all suitably qualified candidates.