Trainee Mortgage Advisor

Connells-Group-2; Plymouth; Vor Ort; GBP 18.000 - 30.000; Vollzeit

Benefits dieser Stelle

Uncapped commission

Training programme

CF1 & CF6 qualifications

Estate agency leads

Career progression

Modern tools

Group discounts

Incentives and rewards

Zusammenfassung

Fox & Sons, part of Connells Group, is seeking a Trainee Mortgage & Protection Advisor to join our Plymouth branch. No mortgage experience required, just a strong sales background and a passion for excellent customer service.

With industry leading training and clear career progression, you''ll develop the knowledge and professional qualifications needed to become a successful Mortgage & Protection Advisor, supported by a comprehensive training programme and estate agency leads.

Qualifikationen

• Proven sales experience with a track record of meeting targets.
• Excellent communication and relationship-building abilities.
• Self-motivated, ambitious and career-driven.
• Strong customer service mindset in a fast-paced environment.
• Organised and resilient with good IT skills (MS Office, CRM).
• Full UK driving licence and access to a vehicle.

Aufgaben

• Develop understanding of mortgage and protection products through structured training.
• Progress toward becoming a fully qualified Mortgage & Protection Advisor.
• Support customers throughout their home-buying journey.
• Build relationships with customers and Estate Agency colleagues.
• Deliver excellent customer service while meeting performance targets.
• Generate new business and maximise referral opportunities.

Kenntnisse

Sales experience

Communication skills

Relationship-building

Customer service

IT skills (MS Office & CRM)

Driving licence

Ausbildung

CF1 qualification

CF6 qualification

Tools

CRM systems

Microsoft Office

Jobbeschreibung

Fox & Sons, part of Connells Group is looking for a Trainee Mortgage & Protection Advisor to join our successful team in our Plymouth’s branch.

This is an exciting opportunity for a driven sales professional looking to build a long-term career in financial services. No mortgage experience is required, but you must have a strong background in sales and a passion for delivering excellent customer service.

With industry-leading training, ongoing support and a clear career pathway, you'll develop the knowledge, skills and professional qualifications needed to become a successful Mortgage & Protection Advisor.

What we offer

• Competitive basic salary with uncapped commission
• Industry-leading training and development programme
• Full support to achieve your CF1 & CF6 qualifications
• 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

• Develop an understanding of mortgage and protection products through structured training.
• Progress towards becoming a fully qualified Mortgage & Protection Advisor.
• Support customers throughout their home-buying journey.
• Build strong relationships with customers and Estate Agency colleagues.
• Deliver excellent customer service while working towards performance targets.
• Generate new business and maximise referral opportunities.

Skills & Experience

• Proven sales experience with a strong track record of achieving targets.
• Excellent communication and relationship-building skills.
• Self-motivated, ambitious and career-focused.
• Strong customer service skills and a professional approach.
• Organised, resilient and comfortable working in a fast-paced environment.
• Good IT skills, including Microsoft Office and CRM systems.
• Full UK driving licence and access to a vehicle.

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