Trainee Mortgage Advisor

Finders Keepers Ltd.; Leeds; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player in mortgage services is seeking a Trainee Mortgage Advisor to join their dynamic team in Leeds. This role offers a unique opportunity to receive comprehensive training and support to achieve your CF1 & CF6 qualifications, while working in a rewarding and encouraging environment. With a competitive basic salary and a realistic OTE of £20,000 - £30,000 in your first year, you will engage with customers daily, providing tailored advice and building lasting relationships. If you're resilient, motivated, and ready to embark on a fulfilling career in the financial sector, this position is perfect for you.

Benefits

Industry Leading Training

Paid Study Time

Expense Paid Trips for Top Achievers

Supportive Environment

Competitive Salary

Qualifications

• Training to become CF1 & CF6 qualified and achieve CAS/RMA status.
• Strong sales track record and customer-focused approach are essential.

Responsibilities

• Build relationships with the Estate Agency team and conduct appointments.
• Provide advice on products to meet customer needs and attract new business.

Skills

Resilience

Sales Generation

Customer Service

Attention to Detail

Positive Attitude

Ability to Work Under Pressure

Full UK Driving License

Education

CF1 & CF6 Qualification

Tools

Agile IT Systems

Job description

Mortgage Services

Bridgfords in Leeds offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £20,000 - £30,000 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 12 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 with a realistic year one OTE of £20-30k
• 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
• Taking part 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
• Attention to detail
• Good customer service skills
• 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 and with a network of over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing, and more!

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

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