Trainee Mortgage Advisor

Posted 6 days ago by J2 Consultancy Ltd
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A market-leading finance broker is looking for a professional, ambitious individual to join them as a Trainee Mortgage Advisor and gain full CeMAP qualification. This is a fantastic opportunity for a candidate with existing sales experience to forge a long and successful career in Financial Services and earn upwards of £40,000 a year.


The company has been established for more than 10 years and is a regular winner at a range of industry awards. They have a culture that is second-to-none and can offer extensive training and a lasting career for their employees. You will be working in a modern office in the Horwich area for an organisation that truly look after their staff with a fantastic benefits package and study opportunities.


Trainee Mortgage Advisor responsibilities:

  • Generate telephone appointment activity and follow up leads from potential customers to convert into sales
  • Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment
  • Assess customer affordability in order to lend responsibly and in line with regulations
  • Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
  • Ensure market knowledge is continuously developed and maintained


Trainee Mortgage Advisor profile:

  • We are particularly interested in speaking to candidates with experience in roles such as Sales Executive, Sales Agent, Sales Advisor, Telesales, Banking or Debt Management
  • Candidates with sales experience and experience working to targets are also encouraged to apply, as well as those with a history of working in regulated environments
  • Educated to GCSE level or more in English and Maths - Grade C or Above


The successful Trainee Mortgage Advisor can expect a basic salary of £23,500 with yearly earnings of up to £40,000, plus a fantastic benefits package including Bupa Healthcare, Pension, free parking, annual awards evening, rising holiday entitlement, smart casual dress code, regular social events and study opportunities.


This is a brilliant opportunity to progress in financial sales and earn commission in a friendly environment. Please apply now for immediate consideration.

Required skills

  • sales
  • financial sales
  • banking
  • mortgage advisor
  • loans advisor

Reference: 37527502

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