Job Description
Trainee Mortgage Adviser
Are you currently working in a fast-paced sales environment and looking for a career where your ambition, personality and commercial drive can genuinely pay off?
This is an opportunity to move into mortgage advice with an established and growing business that is taking on new trainee advisers because of the volume of work they are seeing.
This is not a replacement role. The business is growing, enquiry levels are strong, and they are looking for people who want to build a long-term career in mortgage and protection advice.
The Role
This is a trainee mortgage adviser role, but it is not an admin role dressed up as a trainee position.
You will have a structured training period, but the aim is to get you out speaking with customers and building towards providing mortgage and protection advice as quickly as possible.
You will be supported by experienced people who will help check your work, guide your development and make sure you are doing things properly while you build your knowledge, confidence and competence.
As you develop, the goal is for you to move away from the trainee title and progress into a full Mortgage Adviser role, with an increase in earnings to reflect that progression.
What You'll Be Doing
You will be:
- Speaking with customers about their mortgage and protection needs
- Building relationships with clients and internal teams
- Learning how to provide mortgage and protection advice properly
- Working in a busy, target-driven environment
- Managing enquiries and converting opportunities
- Following a structured training and development pathway
- Receiving support while your knowledge and confidence grows
- Working to FCA standards and company processes
What They're Looking For
You do not need to already be a qualified Mortgage Adviser, but you do need the right sales background.
You must have experience in a fast-paced sales environment such as:
- Phones or telecoms sales
- Car sales
- Lettings
- Estate agency
- Similar target-driven customer sales roles
This role is unlikely to suit someone whose only sales experience is in fashion retail, food retail or general shop-floor customer service.
The business needs people who are already used to a commercial sales environment where targets, pace, resilience and earning potential matter.
You will also need to either:
- Already hold CeMAP 1, or
- Be prepared to pay for and complete CeMAP 1 before joining
CeMAP takes time to complete, so this is something you need to be serious about if you have not already started.
Package
The package is expected to include:
- Basic salary £27,000
- Car allowance of £2,500
- Realistic first-year earnings of around £55,000 to £60,000 including commission
- Structured training and career development
- Pension and life insurance
- Holiday entitlement
- Employee support and reward schemes
Why This Role?
This is a strong opportunity for someone who wants to move into financial services but does not want to start at the very bottom.
You will not be joining simply to do admin and wait for an opportunity later. The opportunity is to train properly, speak with customers, learn the advice process and grow into a fully fledged Mortgage Adviser role.
It will suit someone who is money-motivated, confident speaking with customers, used to working at pace and serious about progressing into a professional sales career.
If you have the right sales background and are either CeMAP 1 qualified or prepared to complete it before joining, this could be a strong route into becoming a Mortgage Adviser.
