Mortgage Adviser Trainee

1 month ago


Leeds, Leeds, United Kingdom The New Homes Group Full time
Job Title: Trainee Mortgage Adviser

Are you looking for a challenging and rewarding career in the financial services industry? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.

As a Trainee Mortgage Adviser, you will be responsible for making and receiving calls to customers referred to us by our national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with one of our specialist Mortgage Advisers.

We offer a comprehensive training program, including full financial support to gain CeMAP Mortgage Adviser qualifications. Our team is highly trained and works to high expectations, and we are looking for someone who is highly motivated and enthusiastic about a career in financial services.

Key Responsibilities:

  • Make and receive calls to customers referred to us by our national house-builder clients
  • Accurately record customer details as part of their mortgage application
  • Partially complete a fact find and research lenders affordability and criteria
  • Utilise excellent sales and customer service experience to arrange an appointment with a specialist Mortgage Adviser

Requirements:

  • Strong desire to work within the Financial Services industry, particularly within mortgages and protection
  • Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook
  • Full driving license and use of own vehicle to commute to our offices as required

We offer a competitive salary and benefits package, including a basic salary guarantee of £23K, a generous commission and benefits package, and unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business.

Apply now to join our team and start your career as a Trainee Mortgage Adviser with The New Homes Group.



  • Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes specialist in the UK.As a Trainee Mortgage Adviser, you will be responsible for making and receiving calls to customers referred to...


  • Leeds, Leeds, United Kingdom Countrywide Mortgage Services Full time

    Trainee Mortgage AdvisorBecome a Mortgage Advisor with Countrywide Mortgage ServicesAt Countrywide Mortgage Services, we offer a structured and transparent progression opportunity for our Trainee Mortgage Advisors. Our competitive basic salary and OTE of £20,000 - £30,000 in the first year make this an attractive career path.What's in it for you?Full...


  • Leeds, Leeds, United Kingdom Countrywide Mortgage Services Full time

    Unlock Your Potential as a Trainee Mortgage AdvisorAt Countrywide Mortgage Services, we're committed to helping you succeed in your career. As a Trainee Mortgage Advisor, you'll have the opportunity to develop your skills and knowledge in a supportive and dynamic environment.Key Responsibilities:Build relationships with the Estate Agency team through...


  • Leeds, Leeds, United Kingdom Countrywide Mortgage Services Full time

    Trainee Mortgage AdvisorAbout the RoleAs a Trainee Mortgage Advisor at Countrywide Mortgage Services, you will have the opportunity to develop a rewarding career in mortgage services. Our structured and transparent progression opportunities will help you achieve your goals.Key Responsibilities:Building relationships with the Estate Agency team through...


  • Leeds, Leeds, United Kingdom Countrywide Mortgage Services Full time

    Unlock Your Potential as a Mortgage AdvisorAs a Trainee Mortgage Advisor with Countrywide Mortgage Services, you will embark on a structured and transparent progression journey, tailored to help you achieve your goals. Our commitment to providing industry-leading training and a competitive basic salary, with a realistic OTE of £20,000-£30,000 in the first...

  • Mortgage Expert

    3 days ago


    Leeds, Leeds, United Kingdom Mortgage Advice Bureau Full time

    Mortgage Advice Bureau are a nationally recognised mortgage broker and network, having won over 200 awards in recent years.They are seeking a fully CeMAP qualified Mortgage & Protection Adviser due to continued growth plans and this business is expanding its operations.This role involves working from home with occasional visits to their head office for...


  • Leeds, Leeds, United Kingdom Countrywide Mortgage Services Full time

    Trainee Mortgage Advisor OpportunitiesBecome a Key Player in the Mortgage IndustryWe are seeking ambitious individuals to join our team as Trainee Mortgage Advisors, where you will have the opportunity to develop your skills and knowledge in the mortgage sector.Key Responsibilities:Building strong relationships with the Estate Agency team through...


  • Leeds, Leeds, United Kingdom Mortgage Advice Bureau Full time

    Mortgage Advice Bureau are a leading mortgage broker network, with over 200 awards in the past 5 years and continually growing.This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known broker businesses, with excellent earnings potential.As a fully CeMAP qualified Mortgage & Protection Adviser, you...


  • Leeds, Leeds, United Kingdom Find Apprenticeships Full time

    Transform Your Career as a Mortgage AdvisorAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a highly motivated and ambitious individual to join our team as a Trainee Mortgage Adviser. This is a fantastic opportunity to develop your skills and knowledge in the mortgage industry, working with a reputable...


  • Leeds, Leeds, United Kingdom Bridgfords Full time

    At Bridgfords in Leeds, we offer a structured and transparent career progression opportunity in our residential sales team. Our Trainee Mortgage Advisor role is designed to provide a competitive basic salary and a realistic year one OTE of £20-£30,000. With our industry-leading training and agile IT systems, you will be equipped to succeed in your role....

  • Mortgage Specialist

    4 weeks ago


    Leeds, Leeds, United Kingdom Placing Faces Full time

    Mortgage Advisor RoleWe are seeking a skilled Mortgage Advisor to join our team at Placing Faces. As a self-employed Mortgage Advisor, you will be responsible for advising customers on the best mortgage options for their needs.Key Responsibilities:Advise customers on mortgage products and provide guidance on the application processWork closely with our admin...


  • Leeds, Leeds, United Kingdom Pinstripe Personnel Full time

    We are seeking a talented Senior Mortgage Professional to join our team at Pinstripe Personnel. As a Mortgage Adviser, you will be responsible for providing expert advice to clients on mortgage options and working closely with the management team to achieve sales targets.Key Responsibilities:Providing mortgage advice to clients and presenting optionsWorking...


  • Leeds, Leeds, United Kingdom Placing Faces Full time

    About the Role:We are seeking a skilled Mortgage Finance Specialist to join our team at Placing Faces. As a self-employed Mortgage Advisor, you will be responsible for advising customers on the best mortgage options for their needs.Key Responsibilities:Advise customers on mortgage products and provide guidance on the application processWork closely with our...


  • Leeds, Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment is seeking an ambitious Trainee Financial Planner to join a busy firm of Chartered Financial Advisers.Ongoing responsibilities will include providing financial advice to clients, supporting advisers in research and preparation of suitability recommendations, working on technical queries, and building long-term relationships with...


  • Leeds, Leeds, United Kingdom Regal Brooke Limited Full time

    At Regal Brooke Limited, we are committed to delivering the highest standard of service to our valued clients in the financial services sector.We are seeking a highly motivated and enthusiastic Mortgag...Our Trainee Mortgage Advisor role offers a fantastic opportunity for someone looking to establish a rewarding career in the mortgage...


  • Leeds, Leeds, United Kingdom HSBC Global Services Limited Full time

    Job Description Company Overview:As a Mortgage Adviser with HSBC Global Services Limited in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, improved maternity and adoption pay and support when you return to work, and a...


  • Leeds, Leeds, United Kingdom Placing Faces Full time

    Mortgage Advisor RolePlacing Faces is seeking a skilled Mortgage Advisor to join its team in Leeds. As a self-employed Mortgage Advisor, you will work alongside a supportive team to provide exceptional mortgage advice to customers.Responsibilities:Advise customers on the best mortgage optionsEnsure customers are fully informed throughout the...

  • Mortgage Specialist

    4 weeks ago


    Leeds, Leeds, United Kingdom Age Partnership Full time

    About the Role:We are seeking a skilled Mortgage Advisor to join our team at Age Partnership, specializing in serving the over 55 demographic. As a Mortgage Advisor, you will be responsible for driving sales through proactive engagement, providing tailored mortgage solutions, and delivering exceptional service supported by industry expertise and advanced...


  • Leeds, Leeds, United Kingdom Spicerhaart Full time

    Mortgage and Protection Financial Adviser Role We are seeking a skilled Mortgage and Protection Financial Adviser to join our team at Spicerhaart. About the Role: As a Mortgage and Protection Financial Adviser, you will be responsible for generating and maintaining your own client relationships and business, maximising in-branch opportunities and working...


  • Leeds, Leeds, United Kingdom Spicerhaart Full time

    OverviewExperienced Mortgage and Protection AdviserKey ResponsibilitiesGenerate and maintain client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environmentFollow up on in-branch leads generated by the Estate Agency team and maximise value from each clientGenerate own leads and businessWork in...