Trainee Mortgage Advisor

ALLEN & HARRIS; Witney; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading mortgage advisory firm in Witney is seeking a Trainee Mortgage Advisor. You will receive full training to become qualified and gain practical experience as a paid employee. The role involves conducting customer appointments, generating new sales, and providing financial advice. This position offers a competitive salary and a structured career progression in a supportive environment.

Benefits

Structured progression opportunities

Paid employee training

All expense paid trips for top achievers

Competitive base salary with OTE

Responsibilities

• Building relationships with the Estate Agency team.
• Conducting 2 to 3 appointments a day.
• Providing advice on a range of products and services.
• Attracting new customers and business.

Skills

Resilient

Positive attitude

Strong sales generation

Attention to detail

Good customer service skills

Ability to work under pressure

Full UK driving licence

Job description

Overview

Trainee Mortgage Advisor

Allen & Harris in Witney 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.
• Take part in regular team meetings to discuss best practice 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 services skills
• Full UK driving licence

Connells Group 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.