Trainee Mortgage Advisor

CONNELLS GROUP; Walsall; On-site; GBP 40,000 - 45,000; Full time

Job summary

Join a leading company as a Trainee Mortgage Advisor in Walsall, where you'll receive comprehensive training and support to achieve your qualifications. Enjoy a competitive salary with an OTE of £40-45k in your first year, along with a supportive work environment and opportunities for career progression.

Benefits

Expense-paid trips for top performers

Company car or car allowance

Industry-leading training

Warm leads

Qualifications

• Strong track record in generating sales.
• Ability to work under pressure.

Responsibilities

• Building relationships with estate agency teams.
• Conducting 2 to 3 appointments daily.
• Providing tailored advice on products and services.

Skills

Resilient

Sales Generation

Customer Service

Attention to Detail

Education

CF1 & CF6 Qualification

Job description

Trainee Mortgage Advisor

Connells in Walsall offers structured and transparent progression opportunities, a competitive basic salary, and an OTE of £40,000 - £45,000 in the first year. Benefits include warm leads, industry-leading training, and agile 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 in the residential business as a paid employee with dedicated study time for your mortgage qualification.
• Transparent and fair progression structure to build your career.
• Support from a highly skilled management team.
• Competitive salary with a realistic OTE of £40-45k in year one.
• Central admin support and agile IT tools to aid your success.
• A supportive, encouraging, and rewarding environment — we invest in you!
• Expense-paid trips for top performers.
• Company car or car allowance.

Key responsibilities of a Trainee Mortgage Advisor:

• Building relationships with estate agency teams through training and support.
• Participating in regular team meetings to discuss best practices and build relationships.
• Conducting 2 to 3 appointments daily.
• Providing advice on a range of products and services tailored to customer needs.
• Attracting new customers and business, motivated to achieve professional goals in a result-driven environment.

Skills and experience required:

• A resilient, positive, and friendly attitude.
• A strong track record in generating sales and following through to completion.
• Motivated to succeed.
• Always acting in the best interest of the customer.
• Ability to work under pressure and build strong relationships.
• Attention to detail.
• Good customer service skills.
• A full UK driving licence.

Connells Group is an equal opportunities employer and encourages applications from all qualified candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Even if you don’t meet every requirement, we encourage you to apply. We value diversity and are committed to building an inclusive workplace. You might be just the right fit for this or other roles.