Trainee Mortgage Advisor

CONNELLS GROUP; Waingroves; On-site; GBP 35,000 - 45,000; Full time

Job summary

Join a forward-thinking company as a Trainee Mortgage Advisor, where you will receive comprehensive training and support to achieve your CF1 & CF6 qualifications. This role offers a transparent progression structure and a competitive salary with an OTE of £35,000 to £45,000 in your first year. You will be part of a supportive environment that values your growth and success, with opportunities to build strong relationships and make a real impact in the mortgage industry. If you're motivated, resilient, and ready to take on new challenges, this is the perfect opportunity for you.

Benefits

Paid Training

Central Admin Support

Expense-Paid Trips for Top Achievers

Qualifications

• Strong track record in generating new sales and following through to completion.
• Good customer service skills and attention to detail.

Responsibilities

• Building relationships with the estate agency team through training and support.
• Conducting 2 to 3 appointments a day to provide advice on products and services.
• Attracting new customers while achieving professional goals.

Skills

Sales Generation

Customer Service

Attention to Detail

Resilience

Positive Attitude

Relationship Building

Ability to Work Under Pressure

Education

CF1 & CF6 Qualification

Tools

Agile IT Systems

Job description

Trainee Mortgage Advisor

Burchell Edwards in Ripley offers structured and transparent progression opportunities – competitive basic salary – OTE year one £35,000 - £45,000 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 £35-45k.
• 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.
• Participate in regular team meetings to discuss best practices 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 sales 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 service skills.
• Full UK driving licence.

Burchell Edwards 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.

MS00902