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For Companies At a Glance
- Tasks: Support mortgage applications and learn the advice process while working with clients.
- Company: Upperton Mortgage Advice, a growing brokerage focused on first-time buyers.
- Benefits: Competitive salary, bonus structure, full training, and career development opportunities.
- Why this job: Join a supportive team and build a rewarding career in mortgage advising.
- Qualifications: CeMAP qualified or studying, with strong communication and organisational skills.
- Other info: Exciting growth stage with real opportunities to shape your future.
The predicted salary is between 25000 - 35000 £ per year.
Upperton Advice is a growing mortgage brokerage focused on helping first-time buyers become mortgage-ready through clear, straightforward advice. As the business continues to expand with some exciting upcoming changes this year, we are looking for a Trainee Mortgage Adviser to join the team and develop into a fully competent adviser. This role is ideal for someone who already holds (or is working towards) CeMAP and wants structured support, real client exposure, and a clear pathway into providing regulated mortgage and insurance advice.
You will begin by supporting client cases, learning our advice process, and working closely with an experienced adviser, with the goal of progressing into delivering mortgage and insurance advice yourself. This is not just a job — it’s a genuine long-term career opportunity within a growing business.
What You’ll Be Doing (Initially)
- Supporting mortgage and insurance applications from enquiry through to completion
- Assisting with client communication via phone, email and video calls
- Preparing documents and liaising with lenders, solicitors and providers
- Learning the full mortgage advice process and compliance requirements
- Supporting existing clients with reviews and ongoing service
- Working closely with the adviser and admin team to ensure smooth case progression
- Developing knowledge across mortgages, protection, and the home-buying journey
Progression Path
We are committed to developing the right person into a fully qualified Mortgage Adviser. Your progression will include:
- Structured mentoring and training
- Gradual introduction to client meetings
- Supervised advice delivery
- Long-term opportunity to grow earnings and responsibility within the business
What We’re Looking For
- CeMAP qualified (or actively studying towards it)
- Strong interest in becoming a Mortgage & Insurance Adviser
- Excellent communication and people skills
- Organised and detail-oriented
- Comfortable speaking with clients and building relationships
- Positive attitude and willingness to learn
- Comfortable working digitally and using CRM systems
- Someone who wants a career, not just a job
- Previous experience in financial services, estate agency, banking, or customer-facing roles is beneficial but not essential.
About Upperton Advice
We specialise in helping first-time buyers get mortgage-ready with clear, straightforward advice for a smooth path to homeownership. We are a small but ambitious business that values:
- Clarity – Making mortgages easy to understand
- Trust – Doing the right thing for clients every time
- Growth – Supporting both clients and team members to progress
- Personal Service – Building genuine long-term relationships
You’ll be joining at an exciting stage of growth, with real opportunity to shape your future within the company.
What You’ll Get
- Competitive starting salary
- Clear progression into Mortgage Adviser role
- Bonus structure as responsibilities increase
- Full training and mentoring
- Admin and systems support
- Company pension
- Equipment provided
- Supportive and collaborative working environment
- Long-term career development within a growing brokerage
Working Hours
Monday to Friday, 9am–5pm. Office Based. No weekends required.
Ready to Apply?
If you’re CeMAP qualified (or studying) and looking for a genuine opportunity to build a career as a Mortgage Adviser, we’d love to hear from you.
Trainee Mortgage Advisor in Falkirk employer: Upperton Advice
Contact Detail:
Upperton Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor in Falkirk
✨Tip Number 1
Network like a pro! Reach out to friends, family, and even acquaintances who work in finance or real estate. They might know of openings or can put in a good word for you. Remember, personal connections can often lead to job opportunities!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to mortgage advising. We recommend role-playing with a friend or using online resources to get comfortable. The more prepared you are, the more confident you'll feel!
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to speak with potential employers, let them know why you're passionate about becoming a Mortgage Adviser. Your genuine interest can set you apart from other candidates.
✨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 our team at Upperton Advice. Let’s get you on the path to becoming a fully qualified Mortgage Adviser!
We think you need these skills to ace Trainee Mortgage Advisor in Falkirk
Some tips for your application 🫡
Show Your Passion: When writing your application, let us see your enthusiasm for becoming a Mortgage Adviser. Share why you’re interested in the role and how it aligns with your career goals. A genuine passion can really make your application stand out!
Tailor Your CV: Make sure your CV is tailored to the Trainee Mortgage Adviser position. Highlight any relevant experience or skills that match what we’re looking for, like communication skills or customer service experience. This shows us you’ve done your homework!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate clarity, so make it easy for us to understand your qualifications and motivations without wading through unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Upperton Advice
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially if you're CeMAP qualified or studying towards it. Understand the basics of the mortgage process and be ready to discuss how you can help first-time buyers get mortgage-ready.
✨Show Off Your People Skills
As a Trainee Mortgage Adviser, you'll be dealing with clients regularly. Practice your communication skills and think about examples where you've built relationships or helped someone through a process. This will show that you’re not just knowledgeable but also personable.
✨Be Organised
Demonstrate your organisational skills during the interview. Bring a notebook with questions prepared and jot down key points during the conversation. This shows that you’re detail-oriented and serious about the role.
✨Express Your Willingness to Learn
Upperton Advice values growth and development, so make sure to convey your eagerness to learn and progress. Share any past experiences where you’ve taken the initiative to develop your skills or knowledge, especially in financial services or customer-facing roles.