Trainee Mortgage Adviser

Posted 17 April by The New Homes Group
Easy Apply

Register and upload your CV to apply with just one click

Job Title: Trainee Mortgage Adviser

Full time Permanent Employed Role.

Location: Office Based in Peterborough PE8-6TJ,UK. Due to the remote location of our office, candidates must drive.

Target: Minimum of 12 Months experience in telephone-based customer service in a Financial Services or similar environment.

Rewards Year 1 and 2: Starting salary of £20,500. Incremental increases in line with role progression. Performance related commissions and achievement of bonuses. OTE £28,000 in first 12 months, increasing to £32,000 within 36 months.

Rewards Once Qualified: After 36 Months your expected OTE increases to £45,000 OTE as a CeMAP qualified Mortgage and Protection Adviser. (Subject to full qualifications and performance standards being achieved)

Working Hours: Mon-Fri 9AM-5.30PM initially with occasional overtime. Regular evening work once qualified and operating in a Mortgage and Protection Adviser capacity.

Timeline: Immediate interviews and May 2024 start.

IMH as part of The New Homes Group:

IMH is The New Homes Group mortgage brand dedicated to delivering our Lifetime Mortgage Service to our existing Lifetime clients. We have over 90,000 Lifetime Members and this year alone over 10,000 mortgage renewals due. Each year we continue to win 1,000’s of new customers through our Group businesses and our mortgage client base grows and grows. We are in the unrivaled position to be able to offer ambitious customer service specialists the opportunity to fulfil their career potential, "learning and earning" on our Trainee Mortgage Adviser programme.

We will sponsor you for CF1 & CF6 or CeMAP equivalent professional qualifications necessary to become a Mortgage and Protection Adviser.

We will provide hands on learning and development through the opportunities our many Customer Services roles provide. You will come to understand the mortgage journey and mortgage terminology. You will work closely with our mortgage lender partners, insurance providers, solicitors and of course our Mortgage and Protection Advisers. You will gain the solid foundations you need to become a successful Mortgage and Protection Adviser with us (once qualified) and you will earn well as you follow our structured career path that takes you there.

All our roles are telephone based so you will be articulate and engaging. As the learning opportunities are vast and the pace rapid, you will highly motivated, extremely disciplined, well organised and detail focused. You will already have good experience and a strong track record in customer sales and service, demonstrating a positive and highly professional manner. Some mortgage industry experience is preferable but not essential. Your desire to excel while delivering a first class customer experience is most important of all.

Main Purpose of Job:

  • Initially, a range of mortgage customer service responsibilities including maintaining and updating detailed and accurate client records.
  • Re-engaging and preparing our Lifetime clients for their mortgage review appointment with our Mortgage and Protection Advisers.
  • Delivering the highest level of customer service and professionalism to our mortgage customers, taking ownership of their appointment and application journey.
  • Maintaining strong and effective working relationships with our Mortgage and Protection Adviser teams.
  • Progressing mortgage applications and working in close partnership with our 3rd party service providers - mortgage lenders, insurance companies and solicitors.
  • Helping customers with increasing complex mortgage related enquiries as you develop.
  • Fulfilling all role based learning and development objectives.
  • Studying toward and achieving the required mortgage advice qualifications (CF1 & CF6 or CeMAP).

Required Knowledge, skills and qualifications:

  • Excellent interpersonal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple way.
  • Able to accurately record and assess information in live contact environments.
  • You will be highly accurate, numerate and literate. A competent Microsoft Office user, including Excel, Word and Outlook, and be able to quickly adapt to new software packages and online processes.
  • You will possess a proven track record in sales and customer service and have the personal determination to meet and exceed all standards and expectation set.


  • Permanent Full Time Role.
  • Extensive induction coupled with an ongoing training, support and development program.
  • 28 days paid holiday including Bank Holidays.
  • A flexible approach to working hours.
  • Unrivalled opportunities for progression, promotion and personal development in an expanding business.
  • Contributory workplace pension.
  • Generous Staff referral bonus scheme.
  • Death in service cover.
  • Based in beautiful, converted barn offices in a country setting with free onsite parking.
  • Get your Birthday off each year. (Once Probation Completed).
  • 24 Hour Wellbeing Employee Assistance Programme.
  • Free Bluecrest prevention plus health screening.
  • Access to discounts platform, Perks at Work.
  • Access to self-funded Health Care plan.
  • Discounted medical assessment Health Screening.
  • Discount on Nuffield Gym Membership.

(T&Cs Apply)

If this role sounds of interest, please forward your CV by clicking Apply Now, or call Elliott Pennell at The New Homes Group for a confidential chat on 01206-716060

Reference: 52491810

Please note does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job