At a Glance
- Tasks: Become a Trainee Mortgage Adviser and learn to provide expert financial advice.
- Company: Join Linear Financial Solutions, an award-winning broker supported by PRIMIS Mortgage Network.
- Benefits: Enjoy 1-1 mentoring, full client ownership, and access to exclusive events.
- Why this job: Kickstart your career in finance with a clear pathway to running your own business.
- Qualifications: Must hold CeMAP qualification and be ambitious about becoming a Mortgage Adviser.
- Other info: Flexible commission splits and full support during FCA authorisation.
Thinking about a new career as a Mortgage Adviser? Have you passed CeMAP and are keen to start your FS Journey? At PRIMIS, we have one of the ONLY pathways in the industry that can take you from a Trainee Mortgage Adviser all the way to running your own AR business!
So - if the below applies to you, read on!
- Do you hold the CeMAP qualification?
- Can you provide your own leads?
- Have ambition to become a Mortgage and Protection adviser with a desire to run your own practice?
- Are you an Estate Agent, Accountant, or have Introducers ready to send you client leads?
Linear Financial Solutions is an award-winning broker, backed and supported by the PRIMIS Mortgage Network, to help support Mortgage and Protection Advisors who wish to start a career in Financial Services or support those who wish to obtain Competent Adviser Status (CAS) and go on to build their own AR firm in the future!
Our proposition includes:
- 1-1 business mentoring with the Head of Linear and dedicated Business Mentor
- Bi-weekly team meetings hosted by lenders, providers, and Linear Head Office Team
- Full client ownership
- Ability to onboard introducers and administrators
- Market leading route to Firm/AR strategy for advisers with ambitious growth plans with £0 novation fee
- Access to PRIMIS events and PRIMIS reflective panels
Our pricing proposition for new to industry advisers:
- 60/40 split on all gross Mortgage Procuration fees
- 60/40 split on all gross Protection and General Insurance commissions
- £35 per month Supervision fee which includes Network costs, FCA fees, Professional Indemnity Insurance, along with a laptop provided with the relevant technology package
- You keep 100% of your Broker Fees!
- 70/30 split on all gross Mortgage Procuration fees
- 70/30 split on all gross Protection and General Insurance commissions
- £100 per month Supervision fee which includes Network costs, FCA fees, Professional Indemnity Insurance, along with a laptop provided with the relevant technology package
- You keep 100% of your Broker Fees!
Our pathway to running your own Firm:
- Full support with your firm/AR application
- Continue to trade/advise during FCA authorisation period
- Full support from your Regional Sales Director
If you're interested in finding out more, or have any questions please reach out.
Contact Detail:
PRIMIS Mortgage Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Adviser
✨Tip Number 1
Network with professionals in the mortgage and financial services industry. Attend local events or join online forums where you can connect with experienced advisers who can provide insights and potentially refer you to leads.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the mortgage sector. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed and relevant in the field.
✨Tip Number 3
Prepare to discuss your lead generation strategies. Since providing your own leads is a requirement, think about how you can leverage your existing network or explore new avenues to attract potential clients.
✨Tip Number 4
Showcase your ambition and long-term goals during conversations with recruiters. Expressing your desire to grow into a Mortgage and Protection adviser and eventually run your own practice will make you a more attractive candidate.
We think you need these skills to ace Trainee Mortgage Adviser
Some tips for your application 🫡
Highlight Your CeMAP Qualification: Make sure to prominently feature your CeMAP qualification in your CV and cover letter. This is a key requirement for the Trainee Mortgage Adviser position, so emphasise how it prepares you for the role.
Showcase Your Ambition: In your application, express your ambition to grow within the financial services industry. Mention your desire to become a Mortgage and Protection adviser and your long-term goal of running your own practice.
Demonstrate Lead Generation Skills: If you have experience in generating leads, whether through your current role as an Estate Agent or Accountant, make sure to include this in your application. Highlight any networks or introducers you can leverage.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific points mentioned in the job description. Discuss how the support and mentoring offered by PRIMIS align with your career goals and aspirations.
How to prepare for a job interview at PRIMIS Mortgage Network
✨Know Your CeMAP Inside Out
Make sure you have a solid understanding of the CeMAP qualification and how it applies to the role of a Mortgage Adviser. Be prepared to discuss specific topics from your studies and how they relate to real-world scenarios.
✨Demonstrate Your Lead Generation Skills
Since providing your own leads is crucial for this position, come prepared with examples of how you plan to generate leads. Whether through networking or leveraging existing contacts, show your ambition and strategy.
✨Showcase Your Ambition
The role is designed for those who aspire to run their own practice. Share your long-term career goals and how you envision growing within the company. This will demonstrate your commitment and drive.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's support for new advisers and the pathway to obtaining Competent Adviser Status (CAS). This shows your genuine interest in the role and helps you assess if it's the right fit for you.