Trainee Mortgage Advisor

The New Homes Group; Poole; On-site; GBP 25,000 - 35,000; Full time

Job summary

A mortgage advisory firm is seeking a Trainee Mortgage Advisor to join their team in Poole. This role offers structured training and the opportunity to achieve qualifications while generating sales. Candidates should possess a friendly attitude, strong sales skills, and be motivated by success. The position comes with a competitive salary and opportunities for career progression.

Benefits

Competitive salary

Full training provided

Career progression opportunities

Paid study time

All-expenses-paid trips for achievers

Qualifications

• Positive can-do attitude and resilience are key.
• Proven sales track record is essential.
• Ability to work effectively under pressure and meet targets.

Responsibilities

• Build relationships with Estate Agency team.
• Conduct 2 to 3 customer appointments daily.
• Provide tailored product advice to customers.

Skills

Resilient, positive attitude

Strong sales generation

Motivated to succeed

Customer-centric approach

Ability to work under pressure

Attention to detail

Good customer service skills

Full UK driving licence

Job description

Trainee Mortgage Advisor

Connells in Southbourne offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £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 6 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 £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.
• Take part in regular team meetings to discuss best practice 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 sale s 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 services skills
• Full UK driving licence

Connells Group 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.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.