Trainee Mortgage Adviser
Trainee Mortgage & Protection Adviser - Base Salary £30K - £35k + Commission - HybridHow many companies truly focus on providing a first class working environment and culture. How many companies can actually point towards thousands of 5* reviews on trustpilot and prioritise customer service over bottom line. Our client does. We're recruiting across London and the South East for a number of Trainee Mortgage & Protection advisers that want to share in great success but also enjoy what they're doing. With a structured path to become a full CAS Status Adviser in your own right, this is a chance to learn from the best. The RoleYou’ll be joining a supportive, high-performing brokerage where training, development, and progression are genuinely prioritised. Working closely with experienced advisers, you’ll gain hands-on exposure to the full advice process while building strong foundations for future growth.Key responsibilities include:Acting as the first point of contact for new and existing clientsQualifying new enquiries and gathering initial client informationCarrying out affordability assessments and basic fact-findingBooking appointments for Mortgage & Protection AdvisersWorking closely with advisers to support cases from enquiry through to completionEnsuring client records and systems are kept accurate and up to dateThis role is ideal for someone career-driven, organised, and customer-focused, with a genuine interest in financial services and a desire to progress toward adviser status.The CompanyOur client is a standout mortgage & protection brokerage with over two decades of experience and substantial financial backing. A highly respected business with a history of providing employees with an amazing platform for success.What We're Looking ForCeMAP qualified (or very close to completion)A genuine desire to build a long-term career as a Mortgage & Protection AdviserStrong communication skills and confidence speaking with clientsA professional, customer-first approach with high attention to detailWell organised, proactive, and comfortable managing multiple tasksKeen to learn, take feedback, and develop under experienced advisersReady to Take the Next Step?Whether you’re looking for more stability, higher earnings, or a better quality of life, this could be the best move you make this year.Apply now for a confidential chat and take the first step toward a role that truly works for you.
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