At a Glance
- Tasks: Train to become a Mortgage Adviser and help clients achieve their financial goals.
- Company: Established mortgage firm with a supportive Academy Programme.
- Benefits: £42,000 starting salary, fully funded qualifications, and mentorship.
- Why this job: Kickstart a meaningful career in finance without sacrificing your earnings.
- Qualifications: No industry experience needed; just ambition and strong communication skills.
- Other info: Structured six-month programme with clear progression and warm leads from day one.
The predicted salary is between 33600 - 50400 £ per year.
A career‑change opportunity for high‑performing professionals who want a meaningful, regulated path into financial services - without taking a financial step backwards.
You’ve built strong experience. You’re progressing. But deep down, you want a career with more meaning, more progression - and a real future. The problem? Changing careers usually means going backwards financially. This one doesn’t.
I’m working with a well‑established mortgage firm offering a structured, fully supported route into mortgage advice through their Academy Programme. No industry experience required - but this is not for everyone.
Across six months, you’ll train, qualify and transition into a fully regulated Mortgage Adviser role, starting on £42,000. By the end of the programme, you’ll be advising clients, earning well, and progressing in a respected profession.
What’s on offer:
- £42,000 starting salary
- Fully funded qualifications
- Structured six‑month development programme
- Mentorship from experienced advisers
- Warm, qualified leads from day one
- Clear progression and earnings growth
This is a performance environment: high standards, high support.
Who this suits:
- Professionals with a strong track record of progression and stability
- Confident communicators who enjoy speaking with clients
- Ambitious, coachable individuals wanting a long‑term regulated career
- Based within 30 minutes of Cheltenham, Bristol or Taunton (offices in each location)
- Must have access to a vehicle
No financial services background required. Mindset matters more. This Academy has successfully transitioned people from operations, sales, customer service, engineering and more.
The process:
- Initial conversation
- Assessment centre + final interview
- Decision within 48 hours
If you’re ambitious, ready for a career upgrade and want to move forward - not back - this is worth exploring. Message me directly to start the conversation.
Trainee Mortgage Adviser in Bristol employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Adviser in Bristol
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who have made similar career changes. They can offer insights and might even know about job openings that aren't advertised.
✨Tip Number 2
Prepare for your interviews by practising common questions and scenarios you might face as a Mortgage Adviser. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your transferable skills! Highlight your experience in communication, problem-solving, and client relations during interviews. These are key traits for a successful Mortgage Adviser, and we want to see how you can bring them to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team and ready to take that next step in your career.
We think you need these skills to ace Trainee Mortgage Adviser in Bristol
Some tips for your application 🫡
Show Your Ambition: We want to see your drive and ambition shine through in your application. Highlight your past achievements and how they relate to this new path in financial services. Make it clear that you're ready for a meaningful career change!
Tailor Your CV: Don’t just send out the same CV everywhere! We love seeing applications that are tailored to the Trainee Mortgage Adviser role. Use keywords from the job description and showcase relevant skills, even if they come from different industries.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Keep it engaging and personal. Share your story about why you want to transition into mortgage advice and how your background supports that decision.
Apply Through Our Website: Make sure to apply through our website for the best chance of getting noticed! It’s the easiest way for us to keep track of your application and ensure it gets to the right people quickly.
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Before the interview, make sure you understand the basics of mortgage advising and the financial services industry. Brush up on key terms and concepts, as well as the company's values and mission. This will show your genuine interest and help you stand out.
✨Showcase Your Transferable Skills
Even if you don’t have direct experience in financial services, highlight your strong communication skills and any relevant experience from previous roles. Think about how your background in sales, customer service, or engineering can translate into being a successful Mortgage Adviser.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the Academy Programme, mentorship opportunities, and career progression. This not only shows your enthusiasm but also helps you assess if this is the right fit for you.
✨Mindset Matters
Emphasise your ambition and coachability during the interview. The company is looking for individuals who are eager to learn and grow. Share examples of how you've adapted to new challenges in the past, demonstrating that you're ready for this career change.