Trainee Mortgage Adviser
Liverpool
Employed Role | Whole of Market | Training & Progression Provided
£27,500 Basic Salary + Commission
An established and reputable independent financial advice firm is seeking a Trainee Mortgage Adviser to join its growing team. The business is committed to delivering clear, tailored mortgage and financial guidance, with a strong emphasis on long-term client relationships, professionalism, and transparent advice.
This opportunity is ideal for someone at the early stages of their career who is looking to develop into a fully qualified Mortgage Adviser within a supportive, whole-of-market environment.
The Role
Working alongside experienced advisers, you will gain hands-on exposure to the full mortgage advice process while building the knowledge and skills required to progress, including:
- Supporting cases from initial enquiry through to completion
- Assisting with fact-finding, research, and preparation of recommendations
- Developing an understanding of whole-of-market mortgage and protection advice
- Supporting a range of cases including residential, buy-to-let, and remortgages
- Maintaining accurate and compliant client records in line with regulatory requirements
- Building and maintaining relationships with clients and introducers
- Actively working towards becoming a fully competent and qualified adviser
What We're Looking For
- CeMAP (or equivalent) qualified, or actively working towards completion
- Previous experience within financial services is beneficial but not essential
- A genuine interest in developing a career in mortgage and protection advice
- An understanding of regulatory standards and compliance expectations
- Strong organisational skills with excellent attention to detail
- A professional, client-focused approach with strong communication skills
What's on Offer
- Competitive basic salary with uncapped commission potential
- Structured training and development programme
- Ongoing mentorship and support from experienced professionals
- Clear progression pathway to a fully qualified Mortgage Adviser role
- Access to a comprehensive, whole-of-market lender panel
- A supportive and professional working environment focused on delivering quality client outcomes