Trainee Mortgage & Protection Advisor — Career Progression

Countrywide Mortgage Services; Gravesend; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

OTE £35k

Uncapped commission

CF1 & CF6 training

Lead generation from estate network

Career progression

Modern technology & tools

Group discounts on property services

Incentives for top performers

Job summary

Connells Group in Gravesend is seeking a Trainee Mortgage & Protection Advisor to join our growing team. This entry-level role offers industry-leading training, CF1/CF6 qualification support, and clear career progression while you build a long-term career in financial services.

You’ll gain knowledge of mortgage products through structured training, develop customer-facing skills, and work with estate agency colleagues to deliver excellent service.

Qualifications

• Proven sales experience with a track record of hitting targets.
• Excellent communication and relationship-building skills.
• Self-motivated, ambitious and career-focused.
• Strong customer service skills and a professional approach.
• Organised, resilient and able to work in a fast-paced environment.
• Good IT skills, including MS 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

Proven sales experience

Excellent communication

Self-motivated & career-focused

Customer service oriented

Organised & resilient

IT skills incl. MS Office & CRM

Full UK driving licence

Education

CF1 & CF6 qualifications

Tools

CRM systems

Microsoft Office

Job description

Connells Group in Gravesend is seeking a Trainee Mortgage & Protection Advisor to join our growing team. This entry-level role offers industry-leading training, CF1/CF6 qualification support, and clear career progression while you build a long-term career in financial services.

You’ll gain knowledge of mortgage products through structured training, develop customer-facing skills, and work with estate agency colleagues to deliver excellent service.