Trainee Advisor Job in Somerset

Trainee Advisor Job in Somerset

Somerset Trainee 26400 - 26400 £ / year (est.) No working from home possible
London & Country Mortgages

At a Glance

  • Tasks: Engage with customers to provide tailored protection advice and manage their cases effectively.
  • Company: Join the UK's leading fee-free mortgage and protection broker with a vibrant culture.
  • Benefits: Full training, clear progression, 24 days holiday, and access to exclusive discounts.
  • Other info: Dynamic team environment with regular social events and recognition schemes.
  • Why this job: Build a meaningful career helping people secure their financial futures.
  • Qualifications: Customer service experience and a passion for helping others are key.

The predicted salary is between 26400 - 26400 £ per year.

Looking for more than just a job? Ready to build a career where your effort directly drives your success? At L&C Mortgages, we don't just offer opportunities, we create careers. As the UK's leading fee-free mortgage and protection broker (with 160+ awards to our name), we're growing fast and investing in the next generation of Protection Advisers.

With a start date of the 1st September 2026, based at our bustling Newcastle office, this is your chance to step into a structured, supported, and genuinely rewarding career. But let's be clear from the off: it takes focus, resilience, and hard work to succeed. If that excites you, you'll fit right in.

Why This Role Stands Out

This isn't just a “learn as you go and hope for the best” role. From day one, you'll receive full training, structured coaching, and ongoing support to take you from trainee to fully qualified Protection Adviser — with the opportunity to earn well and flourish within the industry. You'll be helping customers protect what matters most: their homes, families, and financial security, making your role both meaningful and impactful.

What You'll Be Doing

  • Speaking with customers to understand their needs and concerns, starting that all important discussion into the significance of Protection
  • Advising on protection products like Life Insurance, Critical Illness Cover, and Income Protection
  • Delivering clear, tailored recommendations
  • Managing your cases with keen organisation, accuracy and attention to detail
  • Balancing customer care, compliance, and performance targets

This is a fast-paced, target-driven environment where effort = reward.

What We're Looking For

We're not expecting finished experts, this is a trainee role after all! But we are looking for potential. You'll likely have:

  • Experience in customer service or sales
  • Strong communication and listening skills
  • A genuine passion for helping people
  • Drive, ambition, and the willingness to learn
  • Keen organisation and team working skills
  • The resilience to work in a regulated, performance-focused environment

Experience, whilst it's useful, it's the right attitude and willingness to get stuck in that will truly get you far here. If you're someone who wants to build a career, not just land a job, this could be the role for you.

What You'll Get in Return

We take your development seriously, and we make sure your effort is recognised.

  • Full inhouse training programme with a proven track record of success
  • Support to achieve your R05 qualification and become a certified expert
  • Clear progression pathways and excellent earning potential
  • 24 days holiday + bank holidays + your birthday off
  • Access to our comprehensive benefit provider Perkbox (discounts, wellbeing support & more)
  • Recognition schemes like “The Extra Mile” awards within L&C, or even one day industry awards
  • Regular social events (Summer & Winter company wide parties + much more)

Important Information

Due to structured training schedules, we are unable to offer alternative start dates. We appreciate it may be a while to wait, but we will process any successful candidates within plenty of time, nearer to the start date. Please only apply if you are available to start on 1st September 2026.

Why Join L&C?

Because here, your growth matters. We're on a journey at flying pace with no signs of slowing down, and we want YOU to be a part of it. You'll be part of a supportive, high-performing team that celebrates success, encourages development, and gives you the tools to build something long-term. We'll invest 110% into you and your development, all we ask for is that 110% effort in return. If you're ready to work hard, learn fast, and grow your career in financial services, we want to hear from you.

At London & Country Mortgages, we are committed to fostering a recruitment and selection process that is inherently diverse and inclusive. We believe in the strength that comes from a variety of perspectives, backgrounds, and experiences, and we actively seek to create an environment where individuals from all walks of life feel welcome and valued. Our commitment to diversity and inclusion is not just a goal; it is a fundamental part of our organisational culture, driving us to continuously enhance our practices to ensure that every candidate has an equal opportunity to contribute and thrive within our community.

FCA Certification Regime & Conduct Rules

L&C is authorised and regulated by the FCA and is classified as an Enhanced Firm under the Senior Manager's and Certification Regime (SM&CR). This role is subject to the 6 FCA Conduct rules and you will be expected to adhere to them at all times. Any confirmed breaches of the Conduct Rules will be reported to the FCA annually. Should you apply for a Certified role in another financial services firm then L&C may be required to disclose this information in a Regulatory Reference request.

  • You must act with integrity
  • You must act with due care, skill, and diligence
  • You must be open and cooperative with the FCA, the PRA and other regulators
  • You must pay due regard to the interests of customers and treat them fairly
  • You must observe proper standards of market conduct
  • You must act to deliver good outcomes for retail customers

Trainee Advisor Job in Somerset employer: London & Country Mortgages

At London & Country Mortgages, we pride ourselves on being an inclusive employer that values diversity and fosters a supportive work environment. Our employees enjoy a range of benefits including generous annual leave, wellbeing programmes, and opportunities for professional growth, all while contributing to our mission of delivering exceptional customer outcomes. Join us in shaping the future of mortgage advice in a dynamic and collaborative setting where your contributions truly matter.

London & Country Mortgages

Contact Details:

London & Country Mortgages Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Trainee Advisor Job in Somerset

Tap into University Career Services

If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!

Get Involved in Finance Societies

Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.

Show Your Passion Through Projects

Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!

Use Our Website to Find Opportunities

We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like London & Country Mortgages. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!

We think you need these skills to ace Trainee Advisor Job in Somerset

Customer Service
Sales Skills
Communication Skills
Listening Skills
Organisation Skills
Team Working Skills
Resilience

Some tips for your application 🫡

Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!

Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at London & Country Mortgages.

Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.

Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!

How to prepare for a job interview at London & Country Mortgages

Brush Up on Your Financial Knowledge

Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at London & Country Mortgages.

Prepare for Case Studies

Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.

Highlight Your Learning Agility

As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.

Showcase Your Interest in the Industry

Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at London & Country Mortgages.