Trainee Mortgage Advisor

Looking for a career change? We’re offering an outstanding opportunity for highly motivated, disciplined individuals with a strong track record in customer service and sales to join an award-winning company at the forefront of disrupting the mortgage market.

In three years, we’ve grown from 0 to approximately 100 team members. We’re now investing further into our Trainee Mortgage Advisor Programme, with the aim of hiring, training, and progressing 20 inexperienced candidates to become competent mortgage advisors per year.

Who We Are

In a nutshell, we’re all about taking away the stress and anxiety people typically feel when getting a mortgage, making their journey smooth and straightforward. We do this through a healthy combination of cutting-edge technology and the good old human touch. 

No jargon. No nonsense. Just a desire to cut through all the noise and create an honest, transparent environment where our customers can feel completely in control of their home-buying destiny. 

Through Haysto - our sister brand - we've helped more people than any other broker become homeowners after being told 'No' elsewhere. Picnic brings that same award-winning expert service and tech to everyone else.

So, whether someone's making their first move, next move, remortgaging, or is a property investor, during your training programme and once you become a fully qualified mortgage advisor, you'll play a major role in finding them the right solution for their needs.

What We’re Looking For

Target candidates: Ambitious individuals with a strong customer service and sales background, looking to forge a long-term career in the mortgage industry. 

Required skills for the role: 

• You’re a confident communicator, whether on a telephone call, face-to-face, or over email, you’ll know how to get your message across clearly and effectively.

• You’re driven, proactive, and always ready to take the initiative, able to learn quickly and a natural self-starter who thrives in fast-moving environments.

• You’re comfortable building solid relationships with both customers and colleagues. 

• You’re highly organised, with a sharp eye on the clock and know how to get things done - we move at speed and need everyone to keep up. 

• You’re tech-savvy and confident with digital tools; you know your way around a computer and can pick up new systems fast. 

• You embrace change, continuously looking for ways to improve and do things better. 

How It Works

At Picnic, we’ve created a working environment and structure designed to help you thrive as a Mortgage Advisor. This is primarily an online and telephone-based role, and to hit your OTE, you’ll need to submit more than 15 mortgage applications each month.

To support you in your role, you can rely on our dedicated Mortgage Experts to carry out all the work involved with initially contacting and pre-qualifying customers and securing appointments for our Mortgage Advisors. We also have separate teams responsible for managing the progress of mortgage applications post-submission and handling customers' insurance requirements.

This means all your skills and experience can focus solely on offering the right advice and industry-leading customer service standards, allowing you the freedom and opportunity to perform at your very best.

What We're Offering

• Rewards Year 1: Basic salary of £25,000 plus commission of up to £4,000 PA, OTE £29,000.

• Post CeMAP Qualification: From month 13, you will begin studying for your CeMAP qualifications. Once you become CeMAP qualified, your basic salary will increase to £27,000 plus commission of up to £4,000 PA, meaning your OTE increases to £31,000.

• Rewards once you become an Advisor: Basic salary increases to £28,000 with an OTE of up to £75,000 if business targets and KPI’s are met. 

Fully Funded Route to Become CeMAP Qualified

• Full financial support for CF1 and CF6 qualifications.

• All study materials will be provided.

• All exam entry costs are covered.

Employee Benefits

• 36 days holiday, including a day off for your Birthday

• Company Pension Scheme

• Company Equity Scheme via Vestd - you own a piece of Haysto!

• Access to Counselling via SPILL Mental Health Platform

Working Hours

During the 18-month training period, your working hours will be:

9.00 am-6.00 pm, Monday to Thursday and 9:00 am-5.00 pm on Friday. Plus working 1 Saturday in 3 during the 18-month training period.

Post Training Working Hours:

Patterns covering a mix of 9.00 am-6.00 pm and 11.00 am-8.00 pm, Monday to Thursday. No weekend working is required.

Career Development

Your career ambitions are as important to us as they are to you. We’ve built a dedicated training and development programme to help all our team members realise their full potential. Many of our existing management team initially joined us as individual contributors, before their talent was recognised and rewarded with a chance to progress.

During your first 18 months at Haysto, you will work in various roles throughout our business to help build a comprehensive understanding of our customers' mortgage journey, and this will aid you with the knowledge and understanding to become a fully CeMAP-qualified Mortgage Advisor.

Be in no doubt that there is a great future and vast opportunity to shine for the right candidates beyond their existing role.