Trainee Mortgage Advisor

WILLIAM H BROWN; Woodbridge; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established industry player is seeking a Trainee Mortgage Advisor to join their dynamic team in Woodbridge. This role offers structured training to achieve CF1 & CF6 qualifications, with a clear path for career progression. You will engage with customers, providing tailored advice and building relationships within a supportive environment. With competitive earnings potential and a focus on personal development, this position is perfect for motivated individuals looking to thrive in the financial services sector. Join a company that values its employees and invests in their future success.

Benefits

Industry leading training

Paid employee training

Central Admin Support

Expense paid trips for top achievers

Supportive work environment

Qualifications

• Strong track record in sales and customer service.
• Motivated and resilient with a friendly demeanor.

Responsibilities

• Building relationships with the Estate Agency team.
• Conducting 2 to 3 appointments a day to provide advice.
• Attracting new customers while achieving professional goals.

Skills

Resilience

Positive attitude

Sales generation

Customer service

Attention to detail

Ability to work under pressure

Relationship building

Education

CF1 & CF6 qualification

Full UK driving licence

Tools

Agile IT systems

Job description

Trainee Mortgage Advisor

William H Brown in Woodbridge 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 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.

William H Brown is an award-winning estate agency and we operate under 12 different trading names, some of which have been synonymous with estate agency for over 100 years.

Connells Group UK 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.