Mortgage Advisor Trainee

4 weeks ago


Exeter, Devon, United Kingdom Fulfords Full time

Trainee Mortgage Advisor Role

Fulfords in Exeter offers a structured and transparent progression opportunity with a competitive basic salary, warm leads, industry-leading training, and agile 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.
  • Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
  • A transparent and fair progression structure allowing you to forge a true career.
  • A highly skilled and experienced management team.
  • A competitive basic salary.
  • Central Admin Support and agile IT tools to help you succeed.
  • A 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.
  • Conduct 2 to 3 appointments a day.
  • Providing advice on a range of products and services to meet your customers' needs.
  • Attracting new customers and business while 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 friendly can-do attitude.
  • A 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 services skills.
  • A full UK driving license.

Fulfords is part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network over 1,250 branches, 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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