Trainee Mortgage Advisor

Connells Group; Stevenage; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Competitive salary with OTE £35,000

Uncapped commission

Industry-leading training

CF1 & CF6 training support

Quality leads from estate agency

Career progression opportunities

Job summary

Connells Group is seeking a Trainee Mortgage & Protection Advisor to join our Stevenage branch. This is a fantastic opportunity for someone with a strong sales background to build a long-term career in financial services.

No previous mortgage experience is required, but a passion for sales and excellent customer service are essential. With leading training, ongoing support and clear career progression, you will develop knowledge, gain qualifications and progress into a successful Mortgage &

Qualifications

• Proven sales background with a 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 able to work in a fast-paced environment.

Responsibilities

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

Skills

Sales experience

Communication skills

Self-motivation

Customer service

Organised

IT skills

Driving licence

Job description

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

This is a fantastic opportunity for someone with a strong sales background who is looking to build a long-term career in financial services. No previous mortgage experience is needed, but you'll need a passion for sales, a drive to succeed and a commitment to delivering excellent customer service.

With industry-leading training, ongoing support and a clear career pathway, we'll give you everything you need to develop your knowledge, gain professional qualifications and progress into a successful Mortgage & Protection Advisor.

What we offer

• Competitive basic salary with OTE £35,000
• 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

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

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.