Trainee Mortgage & Protection Advisor

Connells Group; St Albans; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

OTE £35,000

Uncapped Commission

Training & Development

CF1/CF6 Qualification Support

Estate Agency Leads

Career Progression

Modern Technology

Group Discounts

Incentives

Job summary

Connells Marshalswick is seeking a Trainee Mortgage & Protection Advisor to join our successful team. No previous mortgage experience required; a strong sales background and a genuine desire to help customers will get you started.

We provide industry‑leading training and ongoing support to build a career in mortgage and protection advice. Expect to build relationships with customers and estate agents, generate new business from referrals, and train toward CF1/CF6 qualifications with uncapped

Qualifications

• Strong sales background and drive to succeed.
• Excellent communication and relationship-building skills.
• Ability to learn mortgage & protection products through training.
• Willingness to work towards CF1/CF6 qualifications.

Responsibilities

• Build relationships with customers and estate agents.
• Generate new business and referrals.
• Learn mortgage and protection products through structured training.
• Support customers through their home-buying journey.
• Deliver excellent customer service while working towards sales targets.
• Work toward becoming a fully qualified Mortgage & Protection Advisor.

Skills

Sales

Communication

Relationship-building

Customer-focused

Organisational skills

IT literacy (MS Office)

Driving licence

Ambition

Target-driven

Tools

Microsoft Office

Job description

Connells is looking for a Trainee Mortgage & Protection Advisor to join our successful team in our Connells Marshalswick branch. Looking to take your sales career to the next level? You don't need previous mortgage experience to join us. We're looking for someone with a strong sales background, a passion for helping people and the drive to succeed. With our industry-leading training and ongoing support, we'll help you gain the knowledge, skills and qualifications you need to build a successful career in mortgage and protection advice.

What we offer

• Competitive basic salary with a first-year OTE of £35,000
• Uncapped commission, giving you the opportunity to increase your earnings
• Industry-leading training and development
• Support to achieve your CF1 and CF6 qualifications
• Quality leads through our established Estate Agency network
• Clear career progression opportunities
• Modern technology and tools to support your success
• Group discounts on property services
• Incentives and rewards for top performers

What you'll be doing

• Building strong relationships with customers and Estate Agency colleagues
• Generating new business and making the most of referral opportunities
• Learning about mortgage and protection products through structured training
• Supporting customers throughout their home-buying journey
• Delivering excellent customer service while working towards sales targets
• Working towards becoming a fully qualified Mortgage & Protection Advisor
• Previous sales experience and a track record of achieving targets
• Excellent communication and relationship-building skills
• A positive attitude, ambition and a genuine desire to succeed
• A customer-focused approach and a professional manner
• Good organisational skills and the ability to thrive in a fast-paced environment
• Confidence using IT systems, including Microsoft Office
• A full UK driving licence and access to a vehicle