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Trainee Mortgage Advisor

· Job Posted May 14, 2026
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Job Responsibility

  • Advising clients on mortgage products
  • Managing warm, pre-qualified leads provided by the business
  • Building relationships with clients and guiding them through the mortgage process
  • Working towards Competent Advisor Status (CAS)
  • Maintaining compliance and delivering high-quality customer outcomes

Requirements

  • Must have the CeMAP qualification
  • Must be happy being self-employed
  • Strong communication and interpersonal skills
  • Driven, self-motivated, and comfortable working in a self-employed environment
  • A genuine interest in financial services and helping clients
  • Ability to work in a structured training environment and develop quickly

What we offer

  • Full training, coaching, and ongoing support provided
  • All leads provided
  • Clear progression pathway to CAS and beyond
  • High earning potential with proven success from current advisors
  • Hybrid working flexibility once fully trained

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