Trainee Mortgage Advisor

Bridgfords; York; On-site; GBP 28,000 - 35,000; Full time

Job summary

An established industry player is seeking a Qualified Trainee Mortgage and Protection Advisor to enhance customer experiences throughout the mortgage process. This exciting role involves building relationships with Estate Agency teams, attracting new customers, and guiding clients through the mortgage service. The company offers a competitive salary with uncapped commission, superb training, and a supportive environment that invests in your success. If you are adaptable, self-motivated, and thrive in a fast-paced, target-driven setting, this opportunity is perfect for you.

Benefits

Competitive Salary OTE £35K

Superb training and development programme

Uncapped commission

Quality and Loyalty Bonus

Group Discounts on Property Services

All expense paid trips for top achievers

Qualifications

• Must hold CeMap or equivalent qualification.
• Strong customer service experience is essential.

Responsibilities

• Build relationships with Estate Agency teams for training and support.
• Guide customers through the mortgage service process.

Skills

Customer Care

Communication Skills

Business Generation

Resilience

Organizational Skills

Detail-oriented

IT Literacy (MS Office)

Education

CeMap or industry equivalent qualification

Tools

MS Office

Email Systems

Job description

Job Description

Bridgfords Estate Agency is looking for a Qualified Trainee Mortgage and Protection Advisor to join them in York. 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.
• Walking our customers through the entire mortgage service process, including providing advice on a range of products and services to meet customer needs.
• Participating in regular branch meetings to discuss best practices 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.

Bridgfords has been successfully selling and renting properties for more than 180 years. Our reputation has been built on expert local knowledge, excellent customer care, and a passion for innovation.

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.