Trainee Mortgage Advisor

Finders Keepers Ltd.; Oxford; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Trainee Mortgage and Protection Advisor to enhance customer experiences throughout the mortgage process. This role involves building relationships, attracting new business, and guiding clients through various mortgage services. With a competitive salary and uncapped commission, this position offers superb training and a supportive environment. The company values growth and development, providing a transparent progression structure and rewarding top achievers with all-expense-paid trips. If you are adaptable, self-motivated, and ready to thrive in a fast-paced setting, this opportunity is perfect for you.

Benefits

Competitive Salary OTE £35K

Superb training and development programme

Uncapped commission

Quality and Loyalty Bonus

Group Discounts on Property Services

Transparent progression structure

Central Admin Support

All expense paid trips for top achievers

Qualifications

• Hold CeMap or equivalent qualification.
• Outstanding customer service experience required.
• Detail-oriented and organized with a positive attitude.

Responsibilities

• Build relationships with Estate Agency teams for training and support.
• Guide customers through the mortgage process and provide advice.
• Participate in branch meetings to discuss best practices.

Skills

CeMap or industry equivalent qualification

Customer care/customer service experience

Ability to generate new business

Excellent verbal and written communication skills

IT literacy (MS Office, internet, email systems)

Full UK driving license and access to vehicle

Education

CeMap qualification

Tools

MS Office

Email systems

Job description

Mortgage Services

Taylors Estate Agency is looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Oxford.

OTE £35k

We are looking for an exceptional person who has the skills, attributes, and drive to improve our customers' experience throughout the mortgage process.

You will need to be adaptable, self-motivated, and comfortable working in a fast-paced, target-driven environment.

What can we offer you as our Trainee Mortgage and Protection Advisor:

• Competitive Salary OTE £35K
• Superb training and development programme
• Uncapped commission
• Leads generated from our colleagues in Estate Agency
• Quality and Loyalty Bonus
• Group Discounts on Property Services
• Transparent and fair progression structure
• Highly skilled and experienced management team
• 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

Main responsibilities of a Trainee Mortgage and Protection Advisor:

• Building relationships with the Estate Agency teams in order to provide training and support.
• Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
• Walking our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
• Participating in regular branch meetings to discuss best practices and build lasting relationships.

Skills and experience required to be a successful Trainee Mortgage and Protection Advisor:

• Hold CeMap or industry equivalent qualification.
• Able to generate new business in a target-driven environment.
• Outstanding customer care/customer service experience.
• Resilient, positive, organised, numerate, and detail-oriented.
• Excellent verbal and written communication skills.
• IT literate (MS Office, internet, email systems).
• A Full UK driving license and access to your own vehicle.

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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