Trainee Mortgage & Protection Advisor

Connells-Group-2; Peterborough; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Competitive salary

OTE £35,000

Uncapped commission

CF1 & CF6 training

Quality leads

Career progression

Modern technology

Group discounts

Incentives and rewards

Job summary

Connells Group is looking for a Trainee Mortgage & Protection Advisor to join our William H Brown Peterborough branch. This is an exciting opportunity for a driven sales professional looking to build a long-term career in financial services.

No mortgage experience is required, but you must have a strong background in sales and a passion for delivering excellent customer service. With industry-leading training, ongoing support and a clear career pathway, you'll develop the knowledge, skills and

Qualifications

• Proven sales experience with a strong track record of achieving targets.
• Excellent communication and relationship-building skills.
• Self-motivated, ambitious and career-focused.
• Strong customer service skills and a professional approach.
• Organised, resilient and comfortable working in a fast-paced environment.
• Good IT skills, including Microsoft Office and CRM systems.
• Full UK driving licence and access to a vehicle.

Responsibilities

• Build strong relationships with customers and Estate Agency colleagues.
• Generate new business and maximise referral opportunities.
• Develop an understanding of mortgage and protection products through structured training.
• Support customers throughout their home-buying journey.
• Deliver excellent customer service while working towards performance targets.
• Progress towards becoming a fully qualified Mortgage & Protection Advisor.

Skills

Sales experience

Target achievement

Communication skills

Customer service

Self-motivated

Organised

IT skills

Tools

CRM systems

Microsoft Office

Job description

Connells Group is looking for a Trainee Mortgage & Protection Advisor to join our successful team in our William H Brown Peterborough branch.

This is an exciting opportunity for a driven sales professional looking to build a long-term career in financial services. No mortgage experience is required, but you must have a strong background in sales and a passion for delivering excellent customer service.

With industry-leading training, ongoing support and a clear career pathway, you'll develop the knowledge, skills and professional qualifications needed to become a successful Mortgage & Protection Advisor.

What we offer

• Competitive basic salary with OTE £35,000
• Uncapped commission
• Industry-leading training and development programme
• Full support to achieve your CF1 & CF6 qualifications
• Quality leads from our Estate Agency network
• Clear career progression opportunities
• Modern technology and tools to help you succeed
• Group discounts on property services
• Incentives and rewards for top performers

Key Responsibilities

• Build strong relationships with customers and Estate Agency colleagues.
• Generate new business and maximise referral opportunities.
• Develop an understanding of mortgage and protection products through structured training.
• Support customers throughout their home-buying journey.
• Deliver excellent customer service while working towards performance targets.
• Progress towards becoming a fully qualified Mortgage & Protection Advisor.

Skills & Experience

• Proven sales experience with a strong track record of achieving targets.
• Excellent communication and relationship-building skills.
• Self-motivated, ambitious and career-focused.
• Strong customer service skills and a professional approach.
• Organised, resilient and comfortable working in a fast-paced environment.
• Good IT skills, including Microsoft Office and CRM systems.
• Full UK driving licence and access to a vehicle.

Connells Group is an equal opportunities employer and welcomes applications from all suitably qualified candidates.