Trainee Mortgage Advisor
| Posting date: | 07 August 2025 |
|---|---|
| Hours: | Full time |
| Closing date: | 06 September 2025 |
| Location: | Quedgeley, Gloucester |
| Remote working: | On-site only |
| Company: | Anderson Recruitment Ltd |
| Job type: | Permanent |
| Job reference: | TW172 |
Summary
Looking to join a fun, lively, dynamic and forward-thinking local company? Do you like variety? Would you like to work in a company that can offer future progression opportunities? If so then this could be the perfect role for you!
Our client, a very successful and multi-award-winning estate agency, based in Quedgeley are looking for a Trainee Mortgage Advisor to join their Financial Services team.
This is an excellent foot in the door to the mortgage advisory world where you will begin assisting with all mortgage administration, working closely alongside experienced advisors with the view to them progress into an advisory role yourself.
Whether you have recently completed your CeMap qualification and are looking to get some hands on experience or you are completely new to the world of mortgage advice but wish to build a career in this area, this could be the perfect job for you!
Key Responsibilities:
-Support the mortgage team with administration of mortgage and protection applications
- Regular liaison with lenders, providers, Solicitors and clients to obtain updates and ensure a smooth process from start to finish
-Conducting face-to-face and telephone appointments with clients
-Giving clients advice & recommendations
-Ensuring all documents are uploaded and communications are recorded on the appropriate systems
-Dealing with incoming calls, emails and post
-Responding quickly and effectively to all communication from clients
-Motivating and communicating with colleagues
Candidate Attributes:
-Previous experience in an administrative or customer focussed office role
-CeMap qualification or equivalent CF1 & CF6 beneficial but by no means essential
-Strong IT skills, including experience using Microsoft Office
-Confident communication skills – written and verbal
-Reliable and committed
-The ability to work within a team and to deadlines
Hours: Monday – Friday, with occasional Saturdays (time off given in lieu)
Salary: Competitive basic salary + car allowance and commission structure once advising
Our client, a very successful and multi-award-winning estate agency, based in Quedgeley are looking for a Trainee Mortgage Advisor to join their Financial Services team.
This is an excellent foot in the door to the mortgage advisory world where you will begin assisting with all mortgage administration, working closely alongside experienced advisors with the view to them progress into an advisory role yourself.
Whether you have recently completed your CeMap qualification and are looking to get some hands on experience or you are completely new to the world of mortgage advice but wish to build a career in this area, this could be the perfect job for you!
Key Responsibilities:
-Support the mortgage team with administration of mortgage and protection applications
- Regular liaison with lenders, providers, Solicitors and clients to obtain updates and ensure a smooth process from start to finish
-Conducting face-to-face and telephone appointments with clients
-Giving clients advice & recommendations
-Ensuring all documents are uploaded and communications are recorded on the appropriate systems
-Dealing with incoming calls, emails and post
-Responding quickly and effectively to all communication from clients
-Motivating and communicating with colleagues
Candidate Attributes:
-Previous experience in an administrative or customer focussed office role
-CeMap qualification or equivalent CF1 & CF6 beneficial but by no means essential
-Strong IT skills, including experience using Microsoft Office
-Confident communication skills – written and verbal
-Reliable and committed
-The ability to work within a team and to deadlines
Hours: Monday – Friday, with occasional Saturdays (time off given in lieu)
Salary: Competitive basic salary + car allowance and commission structure once advising