Trainee Mortgage Advisor

BARNARD MARCUS; Lancaster; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Uncapped commission

Training programme

Quality leads

Career progression

Modern technology

Group discounts

Incentives

Job summary

Connells Group is seeking a Qualified Trainee Mortgage & Protection Advisor to join our Barnard Marcus Clapham’s branch. This CeMAP-qualified role offers excellent training, dedicated support and high-quality leads to build a successful career within one of the UK’s leading property services groups.

You'll benefit from competitive basics with OTE £60k, uncapped commission, industry-leading development programmes and clear career progression within a supportive team environment.

Qualifications

• 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

Target-driven

Education

CeMAP qualification

Job description

Trainee Mortgage Advisor

OTE £60k

Connells Group is looking for a Qualified Trainee Mortgage & Protection Advisor to join our successful team at our Barnard Marcus Clapham’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.

MS03496