Trainee Mortgage Advisor

Posted 17 May by BDM Recruitment

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Trainee Mortgage Advisor

Do you have a passion for helping people achieve their dream of homeownership? Are you a driven individual with excellent communication and sales skills?

Location: Swindon

Salary: Basic up to £20,000 with financial guarantees inclusive of car allowance equating to £29,000 for the first 5 months, OTE £40,000 in year 1, £60,000 thereafter

Benefits: Pension, life assurance, bonus, commission

Job Description:

We are currently seeking a motivated and ambitious individual to join our client’s dynamic team as a Trainee Mortgage Advisor in Swindon. This is an exceptional opportunity for someone looking to kick-start their career in the financial services industry and receive comprehensive training and support to become a successful Mortgage Advisor. In this role, you will play a vital role in guiding clients through the mortgage application process, ensuring they secure the right deal for their needs.


  • As a Trainee Mortgage Advisor, you will learn and understand the mortgage market, products, and regulatory requirements.
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • As a Trainee Mortgage Advisor, you will conduct initial consultations to understand client needs and financial situation.
  • Research and recommend suitable mortgage products from a panel of lenders.
  • Prepare and submit mortgage applications to lenders.
  • Liaise with lenders, solicitors, and estate agents throughout the application process.
  • Provide ongoing communication and updates to clients.
  • Achieve and exceed monthly sales targets.
  • Actively participate in training programs and workshops to enhance your knowledge and expertise.
  • Meet and exceed sales targets and objectives.

For this Mortgage Advisor Role, you will require:

  • CeMAP 1 (or equivalent) qualification is essential.
  • Previous sales experience, preferably in a financial or customer service role.
  • Clean credit history.
  • Full UK driving licence.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Ambitious and eager to learn and develop within the financial services industry.
  • A positive and enthusiastic attitude

Salary and Benefits:

  • Basic salary up to £20,000, with financial guarantees to £29,000 (pro-rata) for the first 5 months, including a car allowance.
  • Pension scheme.
  • Life assurance.
  • Generous commissions from 10% to 25%.
  • OTE of £35,000 in year one - £60,000 thereafter

If you meet the requirements and are ready to embark on an exciting career journey as a Trainee Mortgage Advisor, we want to hear from you! Apply now with your CV and cover letter outlining your suitability for the role.


BDM Recruitment

Required skills

  • CeMAP
  • CeMap Qualified
  • Financial Planning
  • Financial Services
  • Mortgage Advisor
  • Mortgage Broker
  • Traineeships

Application questions

Do you possess the CeMAP 1 qualification?
Do you have a sales background?
Do you have a clean credit history?
Do you hold a full UK driving licence?

Reference: 52678748

Please note does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

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