Are you looking to build a long‑term career in financial services and wealth management?
We are working with a growing and highly respected financial planning business that is seeking a Trainee Mortgage Advisor to join its expanding team. This is an exciting opportunity for an ambitious individual to develop their career within a supportive environment, gaining exposure to mortgage advice, protection planning, and ultimately broader financial planning and wealth management.
Working alongside experienced advisers, you will support clients throughout the mortgage process while developing the technical knowledge and professional qualifications needed to progress into a fully qualified advisory role.
Key Responsibilities Support experienced advisers in delivering mortgage and protection advice to clients
Build strong relationships with clients, lenders, and internal stakeholders
Assist with the end‑to‑end mortgage process, including research, fact‑finding, applications, and lender liaison
Maintain accurate client records and documentation
Keep up to date with market developments, lender criteria, and regulatory changes
Support the assessment and management of complex mortgage cases
Develop knowledge across protection products including life cover, critical illness, and income protection
Progress through structured training with the opportunity to move into wealth management and financial planning
About You Fully CeMAP qualified or currently working towards a recognised mortgage qualification
Background in banking, mortgages, financial services, or protection is advantageous
At least 1 year’s experience in a client‑facing or target‑driven environment
Strong communication and relationship‑building skills
Excellent attention to detail and organisational skills
Comfortable using CRM systems and financial technology platforms
Self‑motivated, proactive, and eager to learn
Passionate about building a long‑term career within financial advice
What’s on Offer Salary from £35,000+ depending on experience
Full support towards further professional qualifications
Study leave and ongoing training
Private medical insurance
Pension and death‑in‑service benefits
25 days annual leave plus
We are working with a growing and highly respected financial planning business that is seeking a Trainee Mortgage Advisor to join its expanding team. This is an exciting opportunity for an ambitious individual to develop their career within a supportive environment, gaining exposure to mortgage advice, protection planning, and ultimately broader financial planning and wealth management.
Working alongside experienced advisers, you will support clients throughout the mortgage process while developing the technical knowledge and professional qualifications needed to progress into a fully qualified advisory role.
Key Responsibilities Support experienced advisers in delivering mortgage and protection advice to clients
Build strong relationships with clients, lenders, and internal stakeholders
Assist with the end‑to‑end mortgage process, including research, fact‑finding, applications, and lender liaison
Maintain accurate client records and documentation
Keep up to date with market developments, lender criteria, and regulatory changes
Support the assessment and management of complex mortgage cases
Develop knowledge across protection products including life cover, critical illness, and income protection
Progress through structured training with the opportunity to move into wealth management and financial planning
About You Fully CeMAP qualified or currently working towards a recognised mortgage qualification
Background in banking, mortgages, financial services, or protection is advantageous
At least 1 year’s experience in a client‑facing or target‑driven environment
Strong communication and relationship‑building skills
Excellent attention to detail and organisational skills
Comfortable using CRM systems and financial technology platforms
Self‑motivated, proactive, and eager to learn
Passionate about building a long‑term career within financial advice
What’s on Offer Salary from £35,000+ depending on experience
Full support towards further professional qualifications
Study leave and ongoing training
Private medical insurance
Pension and death‑in‑service benefits
25 days annual leave plus
