Trainee Mortgage Advisor

BRIDGFORDS; Milton Keynes; On-site; GBP 25,000 - 30,000; Full time

Job summary

An exciting opportunity awaits as a Trainee Mortgage Advisor at a forward-thinking company, where you will receive comprehensive training and support to achieve your CF1 & CF6 qualifications. This role offers a competitive basic salary with a realistic OTE of £25k-£30k in your first year, alongside a transparent progression structure. You'll work in a supportive environment, conducting daily client appointments and providing expert advice on mortgage products. If you are motivated, resilient, and customer-focused, this is the perfect chance to kickstart your career in the mortgage industry.

Benefits

Paid Training

Central Admin Support

Agile IT Tools

All-Expenses-Paid Trips for Top Performers

Qualifications

• Strong sales track record and customer-first approach.
• Ability to build relationships and work under pressure.

Responsibilities

• Conducting 2 to 3 appointments daily with clients.
• Providing tailored advice on mortgage products.
• Building relationships with the Estate Agency team.

Skills

Sales Generation

Customer Service

Attention to Detail

Relationship Building

Resilience

Motivation

Can-Do Attitude

Ability to Work Under Pressure

Education

CF1 & CF6 Qualification

Job description

Trainee Mortgage Advisor

Taylors in Stony Stratford offers structured and transparent progression opportunities, a competitive basic salary, and an OTE in the first year of £25k-£30k, which is realistic and achievable. The role includes warm leads, industry-leading training, and agile 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 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 build a true career.
• Highly skilled management team
• Competitive basic salary with a realistic year one OTE of £25k-£30k
• Central admin support and agile IT tools to support your success.
• Supportive, encouraging, and rewarding environment – We invest in you!
• All-expenses-paid trips for top performers.

Key responsibilities of a Trainee Mortgage Advisor:

• Building relationships with the Estate Agency team through training and support.
• Participating in regular team meetings to discuss best practices and foster relationships.
• Conducting 2 to 3 appointments daily.
• Providing advice on a range of products and services to meet customer needs.
• Attracting new customers and business while working towards professional goals in a result-driven environment.

Skills and experience required:

• Resilient, positive, and friendly with a can-do attitude.
• Proven track record in generating sales and following through to completion.
• Motivated to succeed.
• Always prioritize the customer’s best interests.
• Ability to work under pressure and build strong relationships.
• Attention to detail.
• Good customer service skills.
• Full UK driving license.

Countrywide Mortgage Services is an equal opportunities employer and encourages applications from all qualified candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

We believe that women and people of colour are less likely to apply unless they meet every qualification. At Connells Group, we are committed to building a diverse and inclusive workplace. If you’re interested in this role but don’t meet every requirement, we encourage you to apply. You might be the perfect fit for this or other roles.