Trainee Mortgage Advisor

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.

You will support experienced Mortgage Advisers whilst learning every aspect of the mortgage and protection advice process.

• 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

• CeMAP qualified or working towards a mortgage qualification
• Experience with in 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

• 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.