Mortgage Adviser Trainer & Development Coach

Talent Finder; Park Gate; On-site; GBP 50,000 - 60,000; Full time

Job summary

A specialist mortgage training company located in Park Gate, England, is seeking a Mortgage Adviser Trainer & Development Coach to lead training for new advisers. The successful candidate will have CeMAP qualifications and proven experience training in a regulated environment. Responsibilities include designing training programs, delivering hands-on coaching, and ensuring adherence to FCA regulations. This full-time role offers a competitive salary plus bonuses, with office-based working hours.

Benefits

£50,000 base salary plus performance bonus

25 days holiday plus bank holidays

WPA Cash benefit

Autonomy in designing training programs

Qualifications

• Proven experience training mortgage advisers in a regulated environment.
• Experience in sales coaching and adviser development.

Responsibilities

• Design and deliver structured induction programme.
• Facilitate classroom and virtual training sessions.
• Create learning materials and case studies.
• Track trainee progress through assessments.

Skills

Training mortgage advisers

Strong knowledge of FCA regulation

Excellent communication skills

Strong people skills

Education

CeMAP qualification (or equivalent)

JO7 qualification (desirable)

Tools

CRM systems

Digital learning tools

Job description

Mortgage Adviser Trainer & Development Coach | Fareham | Full-Time | £50,000 + Up to £10,000 Bonus

Join a business that’s transforming the specialist mortgage market.

Our client is the UK’s first specialist property finance comparison site, created to provide property investors with a faster, clearer, and more transparent way to compare bridging, commercial, and buy-to-let mortgages. Bringing together three leading property finance specialists with over 60 years’ combined experience, the business is on a mission to disrupt the UK specialist lending sector and become the go-to firm for customers with a real passion for property investment.

As they continue to grow, the business is now seeking a passionate Mortgage Adviser Trainer & Development Coach to lead their adviser training journey and develop new talent from the ground up.

What’s in it for you?

• £50,000 base salary plus performance bonus up to £10,000
• 25 days holiday plus bank holidays
• WPA Cash benefit
• Office-based role with working hours 8:30–5 or 9–5:30
• Autonomy to design and deliver a best-in-class mortgage adviser training journey
• Opportunity to shape new talent from entry level to fully competent advisers
• Work directly with senior leadership (including the Managing Director) to build and evolve the academy structure

Are you the right person for the job?

Essential Requirements:

• CeMAP-qualified (or equivalent) – JO7 also considered
• Proven experience training mortgage advisers in a regulated environment
• Strong knowledge of FCA regulation, compliance principles, and Consumer Duty
• Background in sales coaching, technical mortgage training, and adviser development
• Excellent communication skills with an empathetic, supportive coaching style

Desirable:

• JO7 qualification
• Experience within specialist lending (BTL, bridging, commercial, development finance)
• Familiarity with CRM systems and digital learning tools
• Instructional design or L&D certification

Soft Skills:

• Strong people skills – approachable, patient, and encouraging
• Able to inspire confidence in new entrants with no industry background
• Embodies customer-first values and regulatory integrity

What will your role look like?

• Design and deliver a structured induction programme covering CeMAP support, FCA regulation, Consumer Duty, product knowledge, and sales skills
• Facilitate classroom, virtual, and on-the-job training sessions tailored to specialist lending
• Create engaging learning materials, case studies, and role-play scenarios
• Track trainee progress through structured assessments, feedback loops, and development plans
• Collaborate with Sales Managers to ensure a smooth transition from training to live advising
• Embed cultural alignment with Consumer Duty and customer-first principles
• Maintain training records and contribute to the continuous improvement of the programme

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!

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