Trainee Mortgage Adviser

Trainee Mortgage Adviser
Liverpool

Employed Role | Whole of Market | Training & Progression Provided

£27,500 Basic Salary + Commission

An established and reputable independent financial advice firm is seeking a Trainee Mortgage Adviser to join its growing team. The business is committed to delivering clear, tailored mortgage and financial guidance, with a strong emphasis on long‑term client relationships, professionalism, and transparent advice.

This opportunity is ideal for someone at the early stages of their career who is looking to develop into a fully qualified Mortgage Adviser within a supportive, whole‑of‑market environment.

Working alongside experienced advisers, you will gain hands‑on exposure to the full mortgage advice process while building the knowledge and skills required to progress, including:

• Supporting cases from initial enquiry through to completion
• Assisting with fact‑finding, research, and preparation of recommendations
• Developing an understanding of whole‑of‑market mortgage and protection advice
• Supporting a range of cases including residential, buy‑to‑let, and remortgages
• Maintaining accurate and compliant client records in line with regulatory requirements
• Building and maintaining relationships with clients and introducers
  
  Actively working towards becoming a fully competent and qualified adviser

• CeMAP (or equivalent) qualified, or actively working towards completion
• Previous experience within financial services is beneficial but not essential
• A genuine interest in developing a career in mortgage and protection advice
• An understanding of regulatory standards and compliance expectations
• Strong organisational skills with excellent attention to detail
• A professional, client‑focused approach with strong communication skills

• Competitive basic salary with uncapped commission potential
• Structured training and development programme
• Ongoing mentorship and support from experienced professionals
• Clear progression pathway to a fully qualified Mortgage Adviser role
• Access to a comprehensive, whole‑of‑market lender panel
• A supportive and professional working environment focused on delivering quality client outcomes