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Trainee Mortgage Advisor

Finders Keepers Ltd.

Cardiff

On-site

GBP 30,000 - 45,000

21 days ago

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An established industry player is seeking motivated individuals to join as Trainee Mortgage Advisors. This role offers a transparent progression structure and comprehensive training to achieve CF1 and CF6 qualifications, enabling you to provide expert mortgage advice. You will thrive in a supportive environment, working closely with a skilled management team while building relationships with clients and the Estate Agency team. With a competitive salary and the potential for substantial earnings through realistic OTE, this is an exciting opportunity for those looking to forge a successful career in mortgage services.

Industry leading training

Central Admin Support

Expense paid trips for top achievers

Supportive work environment

Must be CF1 & CF6 qualified to provide mortgage advice.
Strong sales track record and customer service skills are essential.

Build relationships with the Estate Agency team and provide mortgage advice.
Conduct 2 to 3 appointments daily and attract new customers.

Resilience

Positive attitude

Sales generation

Customer service

Attention to detail

Ability to work under pressure

Relationship building

CF1 & CF6 qualification

Full UK driving licence

Agile IT systems

Mortgage Services

Allen & Harris in Cardiff offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £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.
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 £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 practice 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.

Allen & Harris are an award-winning estate agency and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years. The Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing, and more!

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.

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