Trainee Mortgage Adviser

The New Homes Group; Bolton; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading mortgage provider is seeking a Trainee Mortgage Adviser to develop a long-term career in Financial Services. This role offers a structured salary increase during training with a post-training earning potential of £45K+. Candidates must reside within a reasonable commute to Manchester for the mandatory training. Full financial support for qualifications and a generous benefits package are included.

Benefits

34 Days paid holiday

Generous staff referral bonus scheme

Employee Wellbeing Support

Qualifications

• Strong desire to work within the Financial Services industry, particularly within mortgages and protection.
• Recent graduation at 2:1 or higher or a strong track record in sales.
• Excellent inter-personal skills, with outstanding communication and listening abilities.

Responsibilities

• Provide quality advice and sales to customers as a Mortgage Adviser.
• Secure appointments and progress mortgage and protection applications.
• Work patterns covering a mix of 9AM-6PM and 11AM-8PM.

Skills

Desire to work in Financial Services

Communication and listening skills

Organizational skills

Competent Microsoft Office user

Education

Recent graduation at 2:1 or higher

Job description

Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included)

An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK’S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.

Job Title: Trainee Mortgage Adviser

• Enhanced Salary & Guarantee Structure:
• During the first 16 weeks of training, a basic salary of: £25,500K per annum.
• From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum.
• From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum.
• From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum.
• From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K+.

Contract Basis: Full time, permanent, employed role.

Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages.

Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers.

Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme.

CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for.

Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered.

Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required.

Timeline: Immediate interviews with a start date of November 2025

As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best.

The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser.

This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised.

Our company is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to providing a positive and inclusive working environment.

Required Knowledge, Skills, And Qualifications

• A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
• Recent graduation at 2:1 or higher or a strong track record in sales.
• Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language
• Extremely well organised, taking a disciplined and structured approach to work.
• Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.

Benefits

• Extensive induction & training coupled with an outstanding development program.
• 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off).
• Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business.
• Contributory workplace pension.
• Generous staff referral bonus scheme.
• Outstanding commission earnings (our top performers earn in excess of £65K PA).
• 24-hour Employee Wellbeing Support service available.
• Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets.
• Home based working once training completed.

Please note that you are required to attend 16 weeks of office-based training in Manchester, which is mandatory for all applicants. No holiday will be permitted during the training period.