Trainee Mortgage Adviser

Posted 10 June by The New Homes Group
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Job Title: Trainee Mortgage Adviser

Full time Permanent Employed Role.

Location: Office Based in Milton Keynes MK14-6LS,UK. 

Target: Minimum of 12 Months experience in telephone-based customer service environment. 

Rewards Year 1 and 2: Starting salary of £22,500. Incremental increases in line with role progression. Performance related commissions and achievement of bonuses. OTE £29,000 in first 12 months, increasing to £32,000 within 24 months.

Rewards Once Qualified: After 24 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 Start.

Connells Group:

Connells Group is the largest and most successful estate agency network in the UK.  We are in the unrivalled position to be able to offer ambitious customer service specialists the opportunity to fulfil their career potential.

Our Customer Services roles provide an abundance of learning opportunity.  You will come to understand the mortgage journey and mortgage terminology.  You will work closely with our Mortgage Advisers.  If it is your ambition, you will gain the solid foundations you need to become a successful Mortgage 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 be 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 and demonstrate 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 Advisers
  • Delivering the highest level of customer service and professionalism to our mortgage customers
  • Helping customers with increasingly complex mortgage related inquiries as you develop experience
  • Fulfilling all role-based learning and development objectives.
  • Trainee Mortgage Adviser
  • 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.


  • Extensive induction coupled with an ongoing training, support and development program.
  • 28 days paid holiday (including 8 Bank Holidays) plus get your birthday off once passed probation.
  • Unrivalled opportunities for progression, promotion and personal development in an expanding business.
  • Contributory workplace pension.*
  • Generous staff referral bonus scheme.*
  • Death in service cover.*
  • Free onsite parking.
  • 24 Hour Wellbeing Employee Assistance Program.
  • 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.
  • Discounted Gym Membership.
  • Discounts on estate agency, mortgage and surveying services.
  • Salary Sacrifice Personal Car Leasing Scheme available.

(*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: 52837269

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