Trainee Mortgage Advisor

Lumesse

St Albans

On-site

GBP 32,000 - 39,000

Full time

5 days ago
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Benefits offered by this job

Competitive first-year OTE £35,000
Uncapped commission
CF1/CF6 qualifications support
Industry-leading training
Estate Agency leads
Career progression
Modern technology
Group discounts
Incentives and rewards

Job summary

Connells is seeking a Trainee Mortgage & Protection Advisor for the Marshalswick branch. No prior mortgage experience required; strong sales background and customer focus are valued.

You will receive industry-leading training to gain CF1 and CF6 qualifications and build a career in financial services. The role offers a competitive basic salary with a first-year OTE of £35,000, uncapped commission, and ongoing development across a supportive estate agency network.

Qualifications

  • Previous sales experience and a track record of achieving targets.
  • Excellent communication and relationship-building skills.
  • A positive attitude, ambition and a genuine desire to succeed.

Responsibilities

  • Building strong relationships with customers and Estate Agency colleagues.
  • Generating new business and leveraging referral opportunities.
  • Learning about mortgage and protection products through structured training.
  • Supporting customers throughout the home-buying journey.
  • Delivering excellent customer service while working toward sales targets.
  • Working toward becoming a fully qualified Mortgage & Protection Advisor.

Skills

Sales experience
Target achievement
Communication
Customer focus
Organisational skills
IT literacy
Driving licence

Tools

Microsoft Office

Job description

Connells is looking for a Trainee Mortgage & Protection Advisor to join our successful team in our Connells Marshalswick branch.

Looking to take your sales career to the next level? You don't need previous mortgage experience to join us. We're looking for someone with a strong sales background, a passion for helping people and the drive to succeed.

With our industry-leading training and ongoing support, we'll help you gain the knowledge, skills and qualifications you need to build a successful career in mortgage and protection advice.

What we offer
  • Competitive basic salary with a first-year OTE of £35,000
  • Uncapped commission, giving you the opportunity to increase your earnings
  • Industry-leading training and development
  • Support to achieve your CF1 and CF6 qualifications
  • Quality leads through our established Estate Agency network
  • Clear career progression opportunities
  • Modern technology and tools to support your success
  • Group discounts on property services
  • Incentives and rewards for top performers
What you'll be doing
  • Building strong relationships with customers and Estate Agency colleagues
  • Generating new business and making the most of referral opportunities
  • Learning about mortgage and protection products through structured training
  • Supporting customers throughout their home-buying journey
  • Delivering excellent customer service while working towards sales targets
  • Working towards becoming a fully qualified Mortgage & Protection Advisor
What we’re looking for
  • Previous sales experience and a track record of achieving targets
  • Excellent communication and relationship-building skills
  • A positive attitude, ambition and a genuine desire to succeed
  • A customer-focused approach and a professional manner
  • Good organisational skills and the ability to thrive in a fast-paced environment
  • Confidence using IT systems, including Microsoft Office
  • A full UK driving licence and access to a vehicle
Why Connells?

At Connells, we're proud to be part of Connells Group, the Home of Opportunity. Whether you're looking to develop your existing sales skills or start a new career in financial services, we'll give you the training, support and opportunities to build your future with us.

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

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