Peter Alan Ltd
Trainee Mortgage Advisor
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Company Description
Peter Alan Ltd is one of the largest and longest established estate agents in Wales, founded in 1965 and celebrating over 60 years of service. The company is known for providing a personal, customer-focused experience while continually evolving to meet modern property market needs. With 29 branches across Wales, Peter Alan Ltd handles thousands of property sales each year, offering broad market coverage and local expertise. Team members benefit from working within a well-established, reputable brand that values professional growth and high service standards.
Role Description
This is a full-time, on-site Trainee Mortgage Advisor role based in Bridgend. The Trainee Mortgage Advisor will support clients by gathering financial information, explaining mortgage options, and assisting in selecting suitable products in line with regulatory requirements. Daily tasks include:
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- Meeting with customers
- Preparing and processing mortgage applications
- Maintaining accurate records
- Working closely with estate agency colleagues to provide a seamless end-to-end property and mortgage service
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The role also involves learning and applying current mortgage market knowledge, participating in training and mentoring, and delivering clear, professional communication to ensure a positive customer experience.
Qualifications
- Foundational knowledge or strong interest in Finance and Financial Planning, with the ability to understand income, expenditure, and affordability.
- Demonstrated interest or experience in Mortgages and Mortgage Marketing, including an understanding of different mortgage products and how they are promoted.
- Willingness to become CeMAP qualified (or already CeMAP qualified), and commitment to ongoing professional development.
- Strong numeracy, analytical skills, and attention to detail, with the ability to interpret financial documents accurately.
- Excellent communication and interpersonal skills, with a customer-focused approach and the ability to build trust and rapport.
- Ability to work effectively in a branch environment, collaborate with colleagues, and manage multiple client cases simultaneously.
- Basic IT proficiency (e.g., using CRM systems and standard office software) and strong organizational skills.
- Previous experience in customer service, sales, or a financial services environment is beneficial but not essential.
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