Skip to main content
Post your CV and find your next job on Indeed!

trainee mortgage advisor jobs

Sort by: -
  • View similar jobs with this employer
    • You’ll start to build a long-term relationship using effective people and communication skills while maintaining the highest standards of customer service.
  • View similar jobs with this employer
    • Help clients find their perfect mortgage & protection advice.
    • Realistic Earnings (including commission):* £65,000.
  • View similar jobs with this employer
    • Provide customers with expert mortgage advice and tailored solutions that can change their lives.
    • Car:* Company car or £2,500 car allowance.
  • View similar jobs with this employer
    • Help clients find their perfect mortgage & protection advice.
    • Realistic Earnings (including commission):* £65,000.
  • View similar jobs with this employer
    • Help clients find their perfect mortgage & protection advice.
    • Essential: *A full driving license and your own car.
    • Great communicator, customer-focused ️.
  • View similar jobs with this employer
    • You’ll start to build a long-term relationship using effective people and communication skills while maintaining the highest standards of customer service.
  • View similar jobs with this employer
    • Our Deal Advisory team handles various financial aspects within a company, focusing on maximising shareholder value through financial planning, decision-making,…
    • View all Menzies LLP jobs - London jobs
    • Salary Search: Deal Advisory - Placement Student 2027 salaries
    • See popular questions & answers about Menzies LLP
    • At least 12 months' experience in a mortgage adviser role.
    • You’ll listen to customers’ stories, assess their needs and recommend solutions that genuinely fit.
    • The Trainee Paraplanner role is an excellent opportunity for an individual looking to build a long-term career in financial planning.
    • Experienced mortgage or newly qualified mortgage adviser.
    • Access to leading protection and mortgage providers and products.
    • Minimum 2 years recent, continuous new build experience (non-negotiable) OR Minimum 5 years’ mortgage advising experience.
    • 25% commission on all cases.
  • View similar jobs with this employer
    • Recommend suitable mortgage and insurance solutions.
    • Provide high-quality mortgage and protection advice to clients.
    • Access to quality lead generation.
    • Pre approved marketing for help self generate your own leads.
  • View similar jobs with this employer
    • The PRIMIS partner firm are a 150 advisor Mortgage and Protection business that works alongside contracted Estate Agency partners nationwide to include Estate…
    • We are happy to consider Financial Services / Property experienced, CeMAP 123 qualified individuals who are confident with Social media and Networking.

People also searched:

trainee mortgage advisor no experience
Trainee Mortgage Broker/Advisor
From £28,000 a year
Full-time

Benefits

Pulled from the full job description
Life insurance
Company pension
Private medical insurance
Casual dress

Full job description

Job description

Trainee Buy-to-Let, Bridging and Commercial Mortgage Advisors required

TIME FOR A CHANGE? – THEN READ ON!

  • Are you looking for new challenge?
  • Are you interested in obtaining a professional, industry recognised qualification?
  • Are you looking for career progression?
  • Do you want to join an award winning team and help Commercial Trust become the UK’s largest commercial mortgage broker?

This could just be the opportunity that you are looking for.

Our competitive benefit package includes;

  • Starting basic salary of £28,000 (trainee level/not qualified)
  • Salary pay scale up to £60,911 per annum, depending on experience and performance;
  • 25 days holiday plus an extra day for every 5 years’ service (max 30 days);
  • Option to buy and sell holiday;
  • Fully funded CeMAP qualification;
  • Company contributed pension of 8%;
  • Private medical health care;
  • Death in service benefit (4 x salary).

AGENCIES - Please note we will only correspond with candidates directly.

What does the job of Mortgage Advisor at Commercial Trust look like?

Your main job role will be to complete the process from initial fact-finding conversation through to full mortgage application, ensuring you recommend the best product to meet our clients’ needs from a panel of around 80 lenders.

Our Account Management department will then take over the processing of the mortgage to completion, allowing you to focus on building a pipeline of new applications.

Our clients are professional landlords who expect the best and our business model is to deliver the best to them.

You will be recommending buy to let mortgage, commercial mortgage and bridging loan products to landlords who visit our company website and enquire either online or by telephone.

Commercial Trust is one of the UK’s leading buy-to-let mortgage, bridging loan and commercial mortgage brokerages, based in central Norwich. Our goal is to become the market leader in the UK by 2026.

Our service is entirely via telephone and online, (we don’t cold-call) so to be successful you need a confident telephone manner and the ability to instil trust in the clients you work with.

You will:

  • Handle often-complex client queries on a day-to-day basis;
  • Provide high-quality service to both internal/external clients;
  • Establish rapport with internal/external clients and build lasting relationships;
  • Carry out a variety of administrative tasks related to managing your client accounts;
  • Explain and recommend solutions to clients that meet their meets;
  • Meet sales targets and objectives as set by the firm;
  • Comply with Financial Conduct Authority rules and regulations (this will be trained).

What’s more there are plenty of opportunities for career progression as well. Each of our sales managers started as a Mortgage Advisor and our Chief Executive was advising just 10 years ago!

What are we looking for from our Mortgage Advisor?

Most of all we are looking for people with great attitudes and great values. Thirty six years of experience tells us that we can train most people to become a mortgage advisor but great advisors have our values in their souls and we cannot train that. Either you have it or you don’t. We want to recruit great advisors – not just any advisors.

The values we’re looking for;

Our Business

Honesty - We will only recommend a product that benefits the client

Integrity - Our clients faith in our service should prevail throughout their business life and our advisors will strive to fulfil the demands their trust deserves

Fairness - We will not recommend an unsuitable product to our clients for our financial gain

Transparency - We are forthright and clear: no hidden costs, no surprise product terms

Our Service

Knowledge - Our employees are specialists and can often find solutions where others can't

Dedication - Our employees work tirelessly on client cases to achieve the right outcome for our clients

Commitment - We are not a transactional business, building a long term relationship with you means success for us both

Passion - Our employees live and breathe our subject and strive to be world class in all that they do

Our People

Efficient - We analyse the most effective route to hit client deadlines

Professional - Our focus is on achieving a seamless path from application to completion

Informed - Clients often have years of experience. Our insights and knowledge must go beyond that to add value - and they do

Helpful - Our clients should expect to deal with diligent, courteous and friendly individuals when they work with us

If you feel you are the right candidate for this role then please apply. We would love to hear from you!

Job Types: Full-time, Permanent

Pay: From £28,000.00 per year

Benefits:

  • Casual dress
  • Company pension
  • Life insurance
  • Private medical insurance

Work Location: In person

Reference ID: CommT/MA

Let Employers Find YouUpload Your Resume