Trainee Mortgage Advisor

J.P. MORGAN; Walsall; On-site; GBP 30,000 - 40,000; Full time

Job summary

A prominent estate agency is looking for a qualified Trainee Mortgage and Protection Advisor in Walsall. This role focuses on building customer relationships, offering guidance on mortgage products, and achieving targets within a supportive environment. Candidates should have a CeMap qualification and a passion for exceptional customer service.

Benefits

Competitive Salary OTE £35K

Superb training and development programme

Uncapped commission

Quality and Loyalty Bonus

Group Discounts on Property Services

Transparent progression structure

Expense paid trips for top achievers

Qualifications

• Must hold a CeMap qualification or equivalent.
• Ability to thrive in a target-driven environment.
• Excellent customer service experience is crucial.

Responsibilities

• Building relationships with estate agency teams.
• Advising customers on mortgage services and products.
• Participating in branch meetings to discuss best practices.

Skills

Customer care

Communication

Sales generation

Organisational skills

IT literacy

Education

CeMap or industry equivalent qualification

Tools

MS Office

Job description

Trainee Mortgage Advisor

Bairstow Eves Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Walsall. OTE £35k

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 £35K
• 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, 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.

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.

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