Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist clients with mortgage advice and learn to assess financial situations.
- Company: Join an award-winning financial services group in Newcastle upon Tyne.
- Benefits: Enjoy a starting salary of £26,000, hybrid work options, and 33 days annual leave.
- Why this job: Launch your career in finance with full support for industry qualifications and a rewarding commission scheme.
- Qualifications: A strong desire to learn, excellent communication skills, and commitment to passing exams are essential.
- Other info: Full training provided, with opportunities for team events and professional development.
The predicted salary is between 20800 - 24000 £ per year.
BMC Recruitment Group are currently recruiting for a Trainee Mortgage Advisor to join our client, an award-winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne. This is an exciting opportunity for individuals looking to launch a long-term career in the financial services industry. The company offers a structured development pathway with full sponsorship and support to achieve industry-recognised qualifications, including CeMAP and the R05 Financial Protection exam. Once qualified and supervised, you’ll have access to a rewarding commission scheme and a clear route to becoming a fully-fledged Mortgage Advisor within a fast-paced and supportive environment.
About the Role
- Salary: £26,000 starting salary
- Salary increase to £28,000 upon passing CeMAP (within first 3 months)
- Salary increase to £30,000 upon passing R05 (within first 3 months)
- Commission eligibility begins once 4 supervised cases have been completed post-qualification
- Full-time permanent position
- Working Hours: Monday to Friday 8:30am – 5:30pm (1hr lunch)
- Hybrid Working: Some hybrid flexibility after initial training period
- Free on-site parking
- 33 days annual leave (including bank holidays, increases with length of service)
- Company pension contribution (increases with length of service)
- Financial Services Academy – full support to develop within the wealth management sector
- Company/team events throughout the year
Duties / Responsibilities
- Assist in providing mortgage and protection advice under supervision
- Learn to assess clients’ financial circumstances and recommend suitable products
- Support with preparing mortgage and protection applications
- Liaise with clients, lenders, and internal teams to support case progression
- Build knowledge of compliance procedures and current market regulations
- Shadow experienced advisors and complete training milestones
About You
- Strong desire to begin a career in financial services
- Excellent interpersonal and communication skills
- Numerically confident with sound analytical thinking
- Self-motivated, well-organised, and eager to learn
- Experience in customer service, administration, or sales is beneficial
- Commitment to passing CeMAP and R05 exams within the first 3 months
Trainee Mortgage Advisor employer: BMC Recruitment Group Ltd
Contact Detail:
BMC Recruitment Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with current Mortgage Advisors and learn about their experiences. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the CeMAP and R05 exam content. Understanding the key topics and areas of focus will not only help you in your studies but also demonstrate your commitment and preparedness during interviews.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by Mortgage Advisors. Think about how you would handle client inquiries or resolve issues, as this will showcase your problem-solving skills.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, culture, and the services they offer. This knowledge will help you tailor your answers and show that you're genuinely interested in joining their team.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Trainee Mortgage Advisor. Emphasise any customer service, administration, or sales experience you have, as well as your eagerness to learn and develop in the financial services sector.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for starting a career in financial services. Mention your strong interpersonal skills and your commitment to achieving the CeMAP and R05 qualifications. Personalise it by referencing the company’s values and how they resonate with your career goals.
Highlight Relevant Qualifications: If you have any prior qualifications or training related to finance or customer service, be sure to mention them. Even if you haven't completed CeMAP or R05 yet, express your commitment to passing these exams within the first three months of employment.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at BMC Recruitment Group Ltd
✨Show Your Passion for Financial Services
Make sure to express your enthusiasm for starting a career in financial services. Talk about what excites you about the industry and how you see yourself growing within it.
✨Demonstrate Your Communication Skills
Since the role involves liaising with clients and internal teams, highlight your interpersonal skills. Share examples of how you've effectively communicated in previous roles or situations.
✨Prepare for Technical Questions
Brush up on basic mortgage and protection concepts, as well as compliance procedures. Being able to discuss these topics will show that you're serious about the role and ready to learn.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's training programmes and career progression opportunities. This shows your interest in long-term growth and commitment to the role.
