Trainee Mortgage Advisor

Salary icon £25,500 - £35,000 per annum, OTE
Location icon Horwich , Lancashire

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Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.

Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking Trainee Mortgage Advisers to join our successful team.

If you thrive in a dynamic office environment and have a passion for delivering exceptional customer service, we want to hear from you!

This is an office-based role, and you must be within easy commutable distance of our Head Office in Horwich, Bolton!

Salary & Benefits that Match Your Ambition:

  • Salary: Enjoy a starting salary of £25,500 with achievable OTE's between £30 - £35K + in your first year
  • Flexible Hours: Embrace work-life balance with our shift-based schedule, spanning 40 hours per week
  • Generous perks: From rising holiday entitlement to private healthcare with Vitality Health, we've got you covered. Plus, enjoy perks like your birthday off, 'Freebie Fridays' and much, much more!

A day in the life:

As a Trainee Mortgage Adviser, you'll play a pivotal role in providing top-notch service to our valued customers. Collaborating with industry experts, you'll build meaningful relationships and contribute to our shared mission of financial empowerment.

You’ll be an enthusiastic and driven individual, with high attention to detail and great people skills.

Your responsibilities will include:

  • Engaging with the New Business team to take qualified leads
  • Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements
  • Maintaining thorough knowledge and understanding of lender criteria, to ensure precise suitability
  • Delivering impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge
  • Collaborating closely with lenders to facilitate smooth case processing
  • Working in tandem with Fluent's Case Management team to work cases towards successful completion
  • Proactively following up on leads and diligently chasing cases for updates
  • Achieving minimum targets with meticulous care and attention
  • Upholding personal performance standards of excellence
  • Staying abreast of evolving FCA requirements and industry changes
  • Fulfilling CPD requirements to maintain professional competence
  • Adhering to company compliance protocols, promptly addressing feedback and implementing necessary actions
  • Promoting best advice and setting a stellar example in customer care
  • Championing the Fluent brand and upholding best practices consistently.

This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.

About Fluent Money:

At Fluent Money, we're more than just a financial services company—we're industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we're dedicated to excellence in everything we do.

Join us and become part of a culture that values teamwork, innovation, and job satisfaction, where we empower our employees to take ownership of their work and provide them with the necessary tools and resources to excel in their roles.

Our forward-thinking approach and cutting-edge technology enable us to offer seamless and personalised financial solutions, setting new standards for excellence in our industry

Role requirements


  • Proven experience of working successfully to sales targets
  • Current or recent experience of an outbound call environment
  • Ability to respond quickly to training and adapt to changes within the industry
  • Proven experience in outbound sales, objection handling
  • Able to carry out processes in a compliant manner
  • Able to demonstrate achievements against a wide range of competencies
  • Experience in a busy sales environment


  • Current or recent experience in a regulated finance company
  • Experience of broking/lending in the first charge market
  • Experience of broking/lending in the first charge market
  • Strong IT skills including the use of the full Microsoft package
  • Experience of working successfully in a team and also individually
  • CeMAP Level 1 (working towards Full CeMAP)
  • Experience of using bespoke software

All the perks!

  • CeMAP training and assistance if required
  • Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
  • Your birthday off work
  • Holiday buy & sell scheme
  • Private Healthcare with Vitality Health
  • Death in service cover
  • 12 flexible WFH days per year
  • Fee-free Fluent products for your friends and family
  • Regular social and charity events
  • Onsite food provision and restaurant facilities
  • Free tea, coffee & fresh fruit daily
  • 'Freebie Fridays’ on the first Friday of every month
  • Cycle to work scheme
  • Access to stimulating training & development
  • In-house leadership academy for future leaders
  • Great location close to transport links
  • Free parking onsite

Required skills

  • 1
    Call Centre
  • 1
    CeMap Qualified
  • 1
    Mortgage Broker
  • 1
  • 1

Application questions

Are you CeMAP, or part qualified, to offer mortgage advice?
Do you have current call centre experience?
Do you have a strong telephone manner and sales experience?
Do you live within commutable distance of Horwich to attend head office on a daily basis?

Reference: 52486664

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