150 Trainee Mortgage Advisor jobs in the United Kingdom

Haslingden (Hybrid working available after 3 months)

£30,000 base + OTE £0,000

Time Recruitment is delighted to be recruiting on behalf of a leading specialist mortgage brokerage. With over 15 years of expertise in securing UK mortgages for expatriates and international clients, this is a rare opportunity to work with a truly global client base. The company offers excellent training and coaching from industry leaders.

We are seeking an experienced UK-based Mortgage Advisor to join our dynamic team in Rawtenstall. This role is perfect for a polished communicator who thrives on solving complex client scenarios, delivering tailored mortgage solutions, and driving revenue through consultative sales. You'll be supported by a dedicated administrative team, freeing you to focus on client engagement and high-volume pipeline management.

• 0,000 base salary with realistic OTE of 0,000
• Hybrid working arrangement after initial 3-month onboarding period
• Exceptional training and coaching from industry leaders
• Supportive environment with above-average administrative assistance
• Opportunities to work with a diverse international client base
• Professional development and career progression

• Client Engagement & Advice: Deliver expert mortgage advice via polished telephone and email communications. Understand each client's unique circumstances and provide bespoke solutions aligned with UK lender criteria.
• Lead Management & Pipeline Coordination: Handle a high volume of new enquiries and existing client relationships. Prioritise opportunities and coordinate handovers to administrative support once a Decision in Principle (DIP) is secured and fees are paid.
• Sales & Business Growth: Convert leads from multiple sources into successful completions. Identify cross-selling opportunities to contribute to global business growth.
• Compliance & Risk Management: Ensure all advice and activity complies with FCA regulations, GDPR, and relevant legislation. Maintain accurate records using systems such as Mortgage Keeper.
• Stakeholder Collaboration: Build strong relationships with lenders, IFAs, and internal colleagues to ensure smooth processes and optimal client outcomes.
• Continuous Improvement: Suggest enhancements to processes, sales techniques, and customer experience, drawing on your expertise to elevate service standards.
• Performance Tracking: Monitor personal caseload performance, focusing on conversion rates and client satisfaction.
• Complex Case Handling: Take ownership of high-risk or intricate cases, sharing insights to support team development.

• Qualifications: CeMAP or CF6 qualification required to provide regulated mortgage advice.
• Industry Experience: 5+ years' experience in mortgages and property sales within Financial Services.
• Communication Skills: Exceptional telephone and email etiquette, with a client-focused approach that builds trust and conveys expertise.
• Analytical Ability: Strong attention to detail and the ability to process large volumes of information quickly and accurately.
• Sales Expertise: High-level sales experience with a consultative, problem-solving style.
• Pipeline Management: Skilled in managing multiple leads and client interactions in a fast-paced environment.
• Technical Proficiency: Familiarity with mortgage case management systems (e.g., Mortgage Keeper) and basic Excel skills.
• Compliance Knowledge: Solid understanding of FCA regulations, risk management, and data protection.
• Personal Attributes: Self-motivated, resilient, and adaptable to global time zones with a passion for client success.

Are you a Mortgage & Protection Advisor looking to sky rocket your career to the next level?

Want to work for a DA firm with no fees to pay, full admin and compliance support?

Want the freedom of working remotely on your terms?

Want fully qualified and regular leads along with high commission splits?

You can be based anywhere in the UK(Remote Position with occasional visit to the offcie)

OTE 70K - 80K

Our client is looking to recruit a new self-employed Mortgage Advisor to join their team in New Milton.

This can be a hybrid role or fully remote.

Our client has been trading for over 20 years and have established an excellent reputation with their clients and lenders.

They are Whole Of Market and Directly Authorised by the FCA and not tied to the red tape of the networks.

Your Responsibilities:

- To proactively generate new business (Leads also Provided)

- To support and guide clients through the property mortgage process, through to completion

- Liaising with mortgage lenders, solicitors, and valuers etc.

- To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities.

You will have:

- Minimum 18 months minimum experience as a Mortgage & Protection Advisor

- A CeMAP qualification or equivalent

- Ambition and drive

- Excellent relationship building skills



In return you will receive:

- System Access (eKeeper/Twenty7Tec)

- Admin Support

- IT Support

- Office Equipment (desk, phone)

- Professional Indemnity Insurance

- Marketing Support

- Leads can be provided.

There is a highly friendly family feel to this business who provide everything that an Advisor would want within a Position.

If you meet the above criteria and are ready to improve your situation and take on a fresh challenge, please apply to be considered for interview.

• Basic Salary: £28,000
• Realistic Earnings (including commission): Up to £60,000
• Work Pattern: 5 days a week (including alternate Saturdays)
• Additional Benefits: Car allowance, 33 days holiday plus your birthday off, profit-related bonus scheme, holiday commission, pension, life insurance, private healthcare, company rewards & incentives, and a structured career path to grow your business.

• Competitive Rewards: Uncapped earnings - the harder you work, the more you earn.
• Career Development: Ongoing training and support to grow your skills and business.
• People First: Join a company with 90%+ employee satisfaction.
• Community Impact: Make a difference with paid entry fees for charity events.

• Lead & Manage Your Business: Own the growth and success of your branch.
• Motivate & Inspire Your Team: Lead by example and help your team hit targets.
• Support Vendors & Buyers: List properties, secure the best deals, and match buyers with their dream homes.
• Stay Ahead of the Market: Become the local property expert and build your reputation.
• Collaborate Closely: Work alongside your team to exceed expectations and close deals.

• Proven Relationship Builder: Convert valuations into sales and lead a high-performing team.
• Driven & Ambitious: Thrive in a fast-paced environment and embrace new challenges.
• Customer-Focused: Enjoy guiding people on their property journey.
• Strong Work Ethic: Embody honesty, respect, and trust.

• Company car
• Company events
• Pension scheme
• Employee discounts
• Health & wellbeing programme
• Life insurance
• Referral programme
• Sick pay

• Basic Salary: £28,000
• Realistic Earnings (including commission): Up to £60,000
• Work Pattern: 5 days a week (including alternate Saturdays)
• Additional Benefits: Car allowance, 33 days holiday plus your birthday off, profit-related bonus scheme, holiday commission, pension, life insurance, private healthcare, company rewards & incentives, and a structured career path to grow your business.

• Competitive Rewards: Uncapped earnings - the harder you work, the more you earn.
• Career Development: Ongoing training and support to grow your skills and business.
• People First: Join a company with 90%+ employee satisfaction.
• Community Impact: Make a difference with paid entry fees for charity events.

• Lead & Manage Your Business: Own the growth and success of your branch.
• Motivate & Inspire Your Team: Lead by example and help your team hit targets.
• Support Vendors & Buyers: List properties, secure the best deals, and match buyers with their dream homes.
• Stay Ahead of the Market: Become the local property expert and build your reputation.
• Collaborate Closely: Work alongside your team to exceed expectations and close deals.

• Proven Relationship Builder: Convert valuations into sales and lead a high-performing team.
• Driven & Ambitious: Thrive in a fast-paced environment and embrace new challenges.
• Customer-Focused: Enjoy guiding people on their property journey.
• Strong Work Ethic: Embody honesty, respect, and trust.

• Company car
• Company events
• Pension scheme
• Employee discounts
• Health & wellbeing programme
• Life insurance
• Referral programme
• Sick pay

Our client is a long established FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients. 

They provide expert, unbiased advice across pensions, investments, estate planning, inheritance tax and mortgages drawing on a broad range of market leading solutions to meet their client’s needs.

Excitingly, our client now seeks a driven and client focused Mortgage & Protection Adviser to join their growing team. This is an excellent opportunity for someone who is ambitious, motivated and wants to develop a long-term career within a supportive, professional environment.

Company Values 

The business is built on client centricity and the way they work collaboratively with each other. As a Mortgage & Protection Adviser, you will be expected to embody their values in everything you do.

Nurturing Relationships  

Building trust and developing long-term partnerships with clients and colleagues.

Navigating Futures  

Providing clarity and confidence to clients in making important financial decisions.

Client-Centred Excellence

Striving for the highest professional standards and delivering outstanding service.

Thriving Together  

Working collaboratively as part of a supportive, ambitious team.

Role Overview

As a Mortgage & Protection Adviser, you will be responsible for delivering high quality mortgage and protection advice to both new and existing clients. You will work closely with a well-established Mortgage Support Team to ensure applications are processed efficiently, while focusing on providing a first class client experience and achieving business targets.

Key Responsibilities

Provide regulated mortgage and protection advice in line with FCA requirements.

Build strong relationships with clients, understanding their needs and recommending suitable solutions.

Maintain up-to-date knowledge of mortgage products, lender criteria and protection offerings.

Work with the in-house Mortgage Support Team to ensure applications are submitted accurately and efficiently.

Proactively manage your client pipeline and deliver against agreed business targets.

The majority of opportunities will come from referrals passed on by the wealth advisers and from direct client enquiries.

Ensure full compliance with company processes, including file quality and documentation.

Deliver a high level of service to ensure excellent client outcomes and long-term relationships.

Skills & Experience

CeMAP or equivalent qualified is essential.

At least 3 years’ experience as a Mortgage & Protection Adviser (network or directly authorised environment).

Strong knowledge of residential, buy-to-let and protection markets.

Client-focused approach with excellent interpersonal and communication skills.

Ability to manage workload effectively and work to deadlines.

Strong organisational skills with attention to detail.

Commercially minded with the ability to identify and maximise business opportunities.

What’s on Offer

Employed/Competitive basic salary and uncapped overall total earnings

Consistent in-house leads/referrals 

Supportive admin infrastructure with dedicated mortgage support staff

Professional development opportunities within a Chartered firm

Collaborative, team-focused culture 

Our client is looking to hire a high calibre, mortgage advising professional with a demonstrated track record in the industry.

In return, you’ll be joining a respected, renowned and prestigious Chartered Financial Planning practice with an enviable reputation in the Leicestershire area. 

Please apply to us here at Recruit Wealth for an immediate response.