Trainee Mortgage Advisor

CONNELLS GROUP; Portsmouth; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading estate agency in Portsmouth is seeking a Qualified Trainee Mortgage and Protection Advisor. The role involves building customer relations, providing mortgage advice, and achieving business goals in a competitive environment. Candidates must hold a CeMap qualification and possess excellent communication skills. The position offers a competitive salary with OTE of £35,000, training, and an uncapped commission structure in a supportive team.

Benefits

Competitive Salary OTE £35,000

Superb training and development programme

Uncapped commission

Quality and Loyalty Bonus

Group Discounts on Property Services

All expense paid trips for top achievers

Qualifications

• Hold CeMap or industry equivalent qualification.
• Able to generate new business in a target driven environment.
• Outstanding customer care experience.
• Excellent verbal and written communication skills.

Responsibilities

• Building relationships with Estate Agency teams for training and support.
• Attracting new customers in a result-driven environment.
• Walking customers through the mortgage service process.
• Participating in branch meetings to discuss best practices.

Skills

Outstanding customer care

Excellent verbal and written communication skills

IT literate

Organised and detail oriented

Able to generate new business

Education

CeMap or industry equivalent qualification

Tools

MS Office

Job description

Trainee Mortgage Advisor

Morris Dibben Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Portsmouth. OTE £35,000

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 £35,000
• 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.
• Being able to walk our customers through the entire mortgage service process, including providing advice on a range of products and services to meet customer needs.
• Taking part in regular branch meetings to discuss best practice 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 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.