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financial advisor trainee
Trainee Mortgage Advisor Full CeMAP Training & Career Pathway
Anderson Recruitment Gloucester, Gloucestershire
Are you looking to build a long-term career in Financial Services with a company that will invest in your development? Due to continued growth, we are delighted to be working with a highly successful, multi-award-winning estate agency who are looking for a Trainee Mortgage Advisor to join their established Mortgage department in Quedgeley, Gloucester click apply for full job details
Jun 25, 2026
Full time
Are you looking to build a long-term career in Financial Services with a company that will invest in your development? Due to continued growth, we are delighted to be working with a highly successful, multi-award-winning estate agency who are looking for a Trainee Mortgage Advisor to join their established Mortgage department in Quedgeley, Gloucester click apply for full job details
Coyles
Senior Commercial Lawyer - Legal
Coyles
To provide high quality and solution focused legal services to the City Council, schools and other clients in one of the following teams: Child Protection Commercial Law Property and Regeneration Adult Social Care and Litigation Planning and Regulatory Law To be a senior advisor and representative in an area of legal specialism including complex, high profile and sensitive matters. To be able to provide advice on other legal matters affecting local authorities. To manage and develop lawyers and other fee earners. To support the head of law and legal management team in the management of the service. Directly Responsible For: Lawyers and other team members Trainee Lawyers allocated to the team Directly Responsible To: Head of Law Main Areas of Responsibility: To undertake a full caseload of complex and often sensitive legal matters within one or more specialisms of the team and dealing with complex and sensitive matters To provide proactive and solution focussed advice that supports the delivery of the council's priorities and policies To manage and develop lawyers and / or other team members within your team ensuring the delivery of high quality and cost-effective legal services To be able to advise on legal matters relevant to public and local government law including on executive and committee decision-making, information governance and public law challenges To advise members and formal member level bodies including Cabinet, Council, committees and overview and scrutiny in respect of the team's specialism and as required by the City Director and / or their Deputy Director To support the City Director of Law & Governance in their role as monitoring officer and in promoting the Nolan Principles in the council and escalating matters as appropriate To externally commission legal work for the Council where required, ensuring value for money and high-quality advice and representation is received To ensure the service, teams and the wider Council is aware of the current and future law and practice affecting the authority To participate in the delivery of projects and programmes in the Legal Service and / or corporately To support the Head of Law with the development of legal procedures and policies To support the Head of Law in the delivery of value for money and income generation in the work of the team To have responsibility to authorise payments from an agreed expenditure budget To deputise for the Head of Law in their absence or as requested To manage lawyers and team members ensuring their performance management and development The job holder will embed diversity and inclusion into the team and Council's working promoting non-discriminatory practices and challenging discriminatory practices at all times To ensure compliance with statutory duties and corporate policies and standards and ensure within team, raising non-compliance including but not limited to health and safety, information governance, financial and procurement regulations. Full Time 35 hours per week; 1 day onsite and 4 days WFH
Jun 25, 2026
Contractor
To provide high quality and solution focused legal services to the City Council, schools and other clients in one of the following teams: Child Protection Commercial Law Property and Regeneration Adult Social Care and Litigation Planning and Regulatory Law To be a senior advisor and representative in an area of legal specialism including complex, high profile and sensitive matters. To be able to provide advice on other legal matters affecting local authorities. To manage and develop lawyers and other fee earners. To support the head of law and legal management team in the management of the service. Directly Responsible For: Lawyers and other team members Trainee Lawyers allocated to the team Directly Responsible To: Head of Law Main Areas of Responsibility: To undertake a full caseload of complex and often sensitive legal matters within one or more specialisms of the team and dealing with complex and sensitive matters To provide proactive and solution focussed advice that supports the delivery of the council's priorities and policies To manage and develop lawyers and / or other team members within your team ensuring the delivery of high quality and cost-effective legal services To be able to advise on legal matters relevant to public and local government law including on executive and committee decision-making, information governance and public law challenges To advise members and formal member level bodies including Cabinet, Council, committees and overview and scrutiny in respect of the team's specialism and as required by the City Director and / or their Deputy Director To support the City Director of Law & Governance in their role as monitoring officer and in promoting the Nolan Principles in the council and escalating matters as appropriate To externally commission legal work for the Council where required, ensuring value for money and high-quality advice and representation is received To ensure the service, teams and the wider Council is aware of the current and future law and practice affecting the authority To participate in the delivery of projects and programmes in the Legal Service and / or corporately To support the Head of Law with the development of legal procedures and policies To support the Head of Law in the delivery of value for money and income generation in the work of the team To have responsibility to authorise payments from an agreed expenditure budget To deputise for the Head of Law in their absence or as requested To manage lawyers and team members ensuring their performance management and development The job holder will embed diversity and inclusion into the team and Council's working promoting non-discriminatory practices and challenging discriminatory practices at all times To ensure compliance with statutory duties and corporate policies and standards and ensure within team, raising non-compliance including but not limited to health and safety, information governance, financial and procurement regulations. Full Time 35 hours per week; 1 day onsite and 4 days WFH
Hays
Accounts Senior
Hays Altrincham, Cheshire
Senior Accountant£35,000-£40,000 Altrincham Full-Time, Permanent Your new company A superb opportunity to join a progressive, forward-thinking accountancy practice.An established and successful accountancy practice is seeking an experienced accounting professional (AAT qualified or above) with a minimum of five years' general practice experience. This role offers the opportunity to manage your own varied client portfolio, work closely with senior leadership, and play a key role in delivering high-quality service within a supportive and growing team. The firm is committed to building strong, long-lasting client relationships and supporting businesses throughout their lifecycle. They invest in modern software and technologies to enhance the client experience and empower their team with efficient, forward-thinking tools.Employee wellbeing is a core focus, with an emphasis on maintaining work-life balance, offering competitive benefits, and creating a rewarding environment where people can thrive both professionally and personally. The practice is also dedicated to responsible, sustainable working practices that positively impact clients, colleagues, the community and the environment. Your new role As Senior Accountant, you will provide professional financial advice and excellent client service to a portfolio of small and medium-sized owner-managed businesses. You'll be responsible for managing deadlines, producing accurate financial outputs, and acting as a trusted advisor.Key Responsibilities Managing and servicing a portfolio of clients Tracking job progress and meeting billing targets Monitoring deadlines to ensure timely delivery Preparing accounts for limited companies Completing self-assessment tax returns Preparing corporation tax computations and returns Building strong client relationships Ensuring compliance with financial regulations Using accounting software including IRIS, Sage, DEXT and Xero Delivering high-quality work on time Responding to client queries promptly Supporting colleagues and trainees with development and technical queries Carrying out additional duties relevant to the role What you'll need to succeed The ideal candidate will be confident, commercially aware and experienced in providing high-quality accountancy services within a practice environment.Requirements Minimum 5 years' experience in an accountancy practice AAT qualified or above Experience in self-assessment work Excellent interpersonal and communication skills Strong reporting abilities Confident in providing advice and recommendations to clients Commercially minded with a strong understanding of business objectives Proven track record in a similar role Full UK driving licence What you'll get in return Hybrid working available after probation 36 days holiday, including bank holidays and Christmas closure Pension scheme with 5% employer contribution Option to buy or sell up to 5 days' holiday Employee Assistance Programme (life, legal, medical, bereavement and more) Life Assurance Optional salary sacrifice pension scheme Enhanced maternity, paternity and shared parental leave Enhanced sick pay Employee referral scheme Paid volunteering time and annual charitable contribution Long-service enhancements to pension and holiday entitlement What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 25, 2026
Full time
Senior Accountant£35,000-£40,000 Altrincham Full-Time, Permanent Your new company A superb opportunity to join a progressive, forward-thinking accountancy practice.An established and successful accountancy practice is seeking an experienced accounting professional (AAT qualified or above) with a minimum of five years' general practice experience. This role offers the opportunity to manage your own varied client portfolio, work closely with senior leadership, and play a key role in delivering high-quality service within a supportive and growing team. The firm is committed to building strong, long-lasting client relationships and supporting businesses throughout their lifecycle. They invest in modern software and technologies to enhance the client experience and empower their team with efficient, forward-thinking tools.Employee wellbeing is a core focus, with an emphasis on maintaining work-life balance, offering competitive benefits, and creating a rewarding environment where people can thrive both professionally and personally. The practice is also dedicated to responsible, sustainable working practices that positively impact clients, colleagues, the community and the environment. Your new role As Senior Accountant, you will provide professional financial advice and excellent client service to a portfolio of small and medium-sized owner-managed businesses. You'll be responsible for managing deadlines, producing accurate financial outputs, and acting as a trusted advisor.Key Responsibilities Managing and servicing a portfolio of clients Tracking job progress and meeting billing targets Monitoring deadlines to ensure timely delivery Preparing accounts for limited companies Completing self-assessment tax returns Preparing corporation tax computations and returns Building strong client relationships Ensuring compliance with financial regulations Using accounting software including IRIS, Sage, DEXT and Xero Delivering high-quality work on time Responding to client queries promptly Supporting colleagues and trainees with development and technical queries Carrying out additional duties relevant to the role What you'll need to succeed The ideal candidate will be confident, commercially aware and experienced in providing high-quality accountancy services within a practice environment.Requirements Minimum 5 years' experience in an accountancy practice AAT qualified or above Experience in self-assessment work Excellent interpersonal and communication skills Strong reporting abilities Confident in providing advice and recommendations to clients Commercially minded with a strong understanding of business objectives Proven track record in a similar role Full UK driving licence What you'll get in return Hybrid working available after probation 36 days holiday, including bank holidays and Christmas closure Pension scheme with 5% employer contribution Option to buy or sell up to 5 days' holiday Employee Assistance Programme (life, legal, medical, bereavement and more) Life Assurance Optional salary sacrifice pension scheme Enhanced maternity, paternity and shared parental leave Enhanced sick pay Employee referral scheme Paid volunteering time and annual charitable contribution Long-service enhancements to pension and holiday entitlement What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.
COWELL RECRUITMENT
Trainee Sales Advisor
COWELL RECRUITMENT Brighouse, Yorkshire
Trainee Sales Consultant No Experience Required! Location: BRIGHOUSE (Free On-Site Parking) Salary: £26,500 Basic + Uncapped Commission (£50k £60k OTE) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Brighouse looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £26,500 base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Brighouse hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role. Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE
Jun 24, 2026
Full time
Trainee Sales Consultant No Experience Required! Location: BRIGHOUSE (Free On-Site Parking) Salary: £26,500 Basic + Uncapped Commission (£50k £60k OTE) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Brighouse looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £26,500 base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Brighouse hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role. Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE
MI Search Ltd
Trainee Financial Planning Administrator
MI Search Ltd York, Yorkshire
Trainee Financial Planning Administrator - York Basic salary circa £27,000 per annum Full-time, Permanent Overview We are seeking a motivated and detail-oriented Trainee Financial Planning Administrator to join our growing financial services team in York. This is an excellent opportunity for someone looking to start a career in financial planning, with full training and professional development support provided. Key Responsibilities Provide administrative support to Financial Planners and Paraplanners Prepare client documentation, suitability reports, and meeting packs Maintain and update client records using CRM systems Liaise with providers, clients, and third parties to gather information Process new business applications, withdrawals, and policy servicing tasks Ensure all work complies with FCA regulations and internal compliance procedures Assist with research tasks relating to investments, pensions, and protection products Handle incoming enquiries via phone and email in a professional manner Essential: Strong organisational and administrative skills Excellent attention to detail and accuracy Good verbal and written communication skills Proficient in Microsoft Office (Word, Excel, Outlook) Desire to build a career in financial planning Training & Development Full on-the-job training provided Support towards industry recognised qualifications (e.g. CII Diploma in Financial Planning) Clear progression path towards roles such as Paraplanner or Financial Advisor Ideal Candidate You'll be enthusiastic, eager to learn, and keen to develop a long-term career in financial planning. This role suits someone who is analytical, organised, and enjoys working in a structured client-focussed environment.
Jun 24, 2026
Full time
Trainee Financial Planning Administrator - York Basic salary circa £27,000 per annum Full-time, Permanent Overview We are seeking a motivated and detail-oriented Trainee Financial Planning Administrator to join our growing financial services team in York. This is an excellent opportunity for someone looking to start a career in financial planning, with full training and professional development support provided. Key Responsibilities Provide administrative support to Financial Planners and Paraplanners Prepare client documentation, suitability reports, and meeting packs Maintain and update client records using CRM systems Liaise with providers, clients, and third parties to gather information Process new business applications, withdrawals, and policy servicing tasks Ensure all work complies with FCA regulations and internal compliance procedures Assist with research tasks relating to investments, pensions, and protection products Handle incoming enquiries via phone and email in a professional manner Essential: Strong organisational and administrative skills Excellent attention to detail and accuracy Good verbal and written communication skills Proficient in Microsoft Office (Word, Excel, Outlook) Desire to build a career in financial planning Training & Development Full on-the-job training provided Support towards industry recognised qualifications (e.g. CII Diploma in Financial Planning) Clear progression path towards roles such as Paraplanner or Financial Advisor Ideal Candidate You'll be enthusiastic, eager to learn, and keen to develop a long-term career in financial planning. This role suits someone who is analytical, organised, and enjoys working in a structured client-focussed environment.
Lime Professional Services
Trainee Paraplanner
Lime Professional Services City, Leeds
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Jun 24, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Lime Professional Services
Trainee Paraplanner
Lime Professional Services City, Sheffield
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Jun 24, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Lime Professional Services
Paraplanner / Trainee Paraplanner
Lime Professional Services Chester, Cheshire
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Jun 24, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
mbf.
Trainee Mortgage Advisor
mbf.
Looking for more than just a mortgage role? An ambitious and growing financial planning business is seeking a Trainee Mortgage Advisor to join its expanding team. This position offers a unique opportunity to learn from experienced advisers whilst developing towards a broader career in wealth management and financial planning. Working with high-quality clients across business, sport and music, you'll gain exposure to complex cases and receive structured support to develop your advisory career. The Role You will support experienced Mortgage Advisers whilst learning every aspect of the mortgage and protection advice process. Responsibilities • Supporting mortgage and protection advice delivery • Assisting with fact-finding and client reviews • Liaising with lenders and providers • Managing mortgage applications from enquiry through to completion • Maintaining accurate client records and documentation • Building strong relationships with clients and professional contacts • Developing technical knowledge of mortgages, protection and financial planning Requirements • CeMAP qualified or working towards a mortgage qualification • Experience within financial services, banking, mortgages or protection • Strong communication and relationship-building skills • Excellent organisational abilities and attention to detail • Ambition to develop a long-term career within financial advice • Comfortable using modern technology and CRM systems Benefits • Salary from £35,000+ • Private Medical Insurance • Pension & Death in Service benefits • Study support and career development • Flexible working arrangements • Company share option scheme • 25 days holiday plus bank holidays This is an exceptional opportunity for someone looking to establish themselves within a highly respected financial planning firm and ultimately progress into broader wealth management and financial planning responsibilities.
Jun 24, 2026
Full time
Looking for more than just a mortgage role? An ambitious and growing financial planning business is seeking a Trainee Mortgage Advisor to join its expanding team. This position offers a unique opportunity to learn from experienced advisers whilst developing towards a broader career in wealth management and financial planning. Working with high-quality clients across business, sport and music, you'll gain exposure to complex cases and receive structured support to develop your advisory career. The Role You will support experienced Mortgage Advisers whilst learning every aspect of the mortgage and protection advice process. Responsibilities • Supporting mortgage and protection advice delivery • Assisting with fact-finding and client reviews • Liaising with lenders and providers • Managing mortgage applications from enquiry through to completion • Maintaining accurate client records and documentation • Building strong relationships with clients and professional contacts • Developing technical knowledge of mortgages, protection and financial planning Requirements • CeMAP qualified or working towards a mortgage qualification • Experience within financial services, banking, mortgages or protection • Strong communication and relationship-building skills • Excellent organisational abilities and attention to detail • Ambition to develop a long-term career within financial advice • Comfortable using modern technology and CRM systems Benefits • Salary from £35,000+ • Private Medical Insurance • Pension & Death in Service benefits • Study support and career development • Flexible working arrangements • Company share option scheme • 25 days holiday plus bank holidays This is an exceptional opportunity for someone looking to establish themselves within a highly respected financial planning firm and ultimately progress into broader wealth management and financial planning responsibilities.
COWELL RECRUITMENT
Trainee Sales Advisor
COWELL RECRUITMENT Fareham, Hampshire
Trainee Sales Consultant No Experience Required! Location: Fareham (Free On-Site Parking) Salary: £26,500 Basic + Uncapped Commission (£50k £60k OTE) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Fareham looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £26,500 base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Fareham hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role. Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE
Jun 24, 2026
Full time
Trainee Sales Consultant No Experience Required! Location: Fareham (Free On-Site Parking) Salary: £26,500 Basic + Uncapped Commission (£50k £60k OTE) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Fareham looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £26,500 base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Fareham hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role. Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE
COWELL RECRUITMENT
Trainee Sales Advisor
COWELL RECRUITMENT City, Wolverhampton
Trainee Sales Consultant No Experience Required! Location: WOLVERHAMPTON Salary: £26,500 Basic + Uncapped Commission (£50k £60k OTE) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Wolverhampton looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £26,500 base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Wolverhampton hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role. Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE
Jun 24, 2026
Full time
Trainee Sales Consultant No Experience Required! Location: WOLVERHAMPTON Salary: £26,500 Basic + Uncapped Commission (£50k £60k OTE) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Wolverhampton looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £26,500 base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Wolverhampton hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role. Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE
Hays
Trainee Paraplanner
Hays Sheffield, Yorkshire
PERMANENT REMOTE PARAPLANNER JOB - MUST BE ABLE TO COMMUTE TO SHEFFIELD FOR MEETINGS £34K Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day)Salary£30,000 - £34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 24, 2026
Full time
PERMANENT REMOTE PARAPLANNER JOB - MUST BE ABLE TO COMMUTE TO SHEFFIELD FOR MEETINGS £34K Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day)Salary£30,000 - £34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Premier Jobs UK Limited
Senior IFA Administrator
Premier Jobs UK Limited Leicester, Leicestershire
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 24, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Kings Permanent Recruitment Ltd
Trainee Mortgage Advisor
Kings Permanent Recruitment Ltd Portsmouth, Hampshire
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 23, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Trainee Mortgage Advisor
Kings Permanent Recruitment Ltd Basildon, Essex
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 23, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Trainee Mortgage Advisor
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Birchington, Kent
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 23, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Financial Divisions
Financial Advisor Trainee
Financial Divisions Godalming, Surrey
Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch with Peter at Financial Divisions for a confidential discussion.
Jun 23, 2026
Full time
Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch with Peter at Financial Divisions for a confidential discussion.
Kings Permanent Recruitment Ltd
Trainee Mortgage Advisor
Kings Permanent Recruitment Ltd
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 23, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Trainee Mortgage Advisor
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Chatham, Kent
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 23, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Trainee Mortgage Advisor
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Gravesend, Kent
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 23, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

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