Trainee Financial Advisor

Are you looking to build a long‑term career in financial services and wealth management?

We are working with a growing and highly respected financial planning business that is seeking a Trainee Mortgage Advisor to join its expanding team. This is an exciting opportunity for an ambitious individual to develop their career within a supportive environment, gaining exposure to mortgage advice, protection planning, and ultimately broader financial planning and wealth management.

Working alongside experienced advisers, you will support clients throughout the mortgage process while developing the technical knowledge and professional qualifications needed to progress into a fully qualified advisory role.

• Support experienced advisers in delivering mortgage and protection advice to clients
• Build strong relationships with clients, lenders, and internal stakeholders
• Assist with the end‑to‑end mortgage process, including research, fact‑finding, applications, and lender liaison
• Maintain accurate client records and documentation
• Keep up to date with market developments, lender criteria, and regulatory changes
• Support the assessment and management of complex mortgage cases
• Develop knowledge across protection products including life cover, critical illness, and income protection
• Progress through structured training with the opportunity to move into wealth management and financial planning

• Fully CeMAP qualified or currently working towards a recognised mortgage qualification
• Background in banking, mortgages, financial services, or protection is advantageous
• At least 1 year’s experience in a client‑facing or target‑driven environment
• Strong communication and relationship‑building skills
• Excellent attention to detail and organisational skills
• Comfortable using CRM systems and financial technology platforms
• Self‑motivated, proactive, and eager to learn
• Passionate about building a long‑term career within financial advice

• Salary from £35,000+ depending on experience
• Full support towards further professional qualifications
• Study leave and ongoing training
• Private medical insurance
• Pension and death‑in‑service benefits
• 25 days annual leave plus bank holidays
• Cycle to Work scheme
• Flexible working arrangements
• Performance‑related rewards
• Participation in a company share options scheme

This is a fantastic opportunity for someone looking to join a growing business that invests heavily in its people and provides a clear pathway into financial planning and wealth management.