Trainee Mortgage Advisor
Fintelligent Search
If you have experience in sales and want to build a long-term career in financial services, this Trainee Mortgage Advisor opportunity offers the chance to develop into a fully qualified advisor within a supportive, high-performing environment. You’ll work with warm leads, develop regulated sales expertise, and play a meaningful role in helping customers access tailored lending solutions.
This is an ideal opportunity for someone with advised sales experience who wants structured progression into mortgage advice. You’ll be supported with training, development, and ongoing coaching while working in a fast-paced environment focused on customer outcomes and responsible lending.
Package & Benefits for the Trainee Mortgage Advisor:
• Salary £28,000–£35,000 per annum depending on experience and CeMAP qualification.
• OTE potential of £50,000 with realistic earnings around £41,000.
• Up to 25 days’ annual leave plus bank holidays and your birthday off.
• Healthcare cash plan and contributory pension scheme matched up to 5%.
• Long service awards, Cycle to Work scheme, and Life Assurance.
• CeMAP training support available where required.
About the Company
You will be joining a growing financial services business focused on providing tailored lending solutions to UK homeowners. The company operates within a regulated environment where customer outcomes, responsible lending, and long-term development are prioritised.
Key Responsibilities for the Trainee Mortgage Advisor:
• Managing inbound and outbound leads through multiple channels to support customer engagement and conversion.
• Delivering a high standard of customer service by understanding customer needs and recommending suitable solutions.
• Working within regulatory standards, company policies, and responsible lending frameworks at all times.
• Meeting agreed service levels and performance targets within a structured sales environment.
About You
• At least 12 months’ experience within an advised sales or target-driven sales environment.
• CeMAP qualified, part-qualified, or willing to study towards the qualification with employer support.
• Experience working in roles such as Sales Executive, Mortgage Qualifier, Account Manager, or financial services sales.
If you would like to apply for this role please click apply with your most recent CV.
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