Trainee Mortgage Adviser

Ellis James Partners; Cheltenham; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is looking for enthusiastic individuals ready to embark on a rewarding career as a Mortgage Adviser. This entry-level position offers comprehensive training and support through a well-structured Academy Program, designed to guide you to full qualification in just six months. With a focus on personal and professional growth, you will receive real mentoring from experienced advisers and access to warm leads from day one. If you possess a positive attitude, excellent people skills, and a drive to succeed, this opportunity could be your pathway to a fulfilling career in financial services.

Benefits

Full training & qualification support

Real mentoring from advisers

Warm leads from day one

Ongoing professional development

Qualifications

• Looking for motivated self-starters with a track record of growth.
• No prior experience in finance or mortgages is needed.

Responsibilities

• Participate in a structured training program to become a qualified Mortgage Adviser.
• Engage with clients and provide financial advice under mentorship.

Skills

People Skills

Communication Skills

Teamwork

Problem-Solving

Motivation

Education

No specific educational requirements

Job description

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Base pay range

Direct message the job poster from Ellis James Partners

The Wealth Management Recruiter | SJP Preferred Partner | IFA ‣ Advisers ‣ Paraplanners ‣ Support Staff | Founder of Ellis James Partners

Trainee Mortgage Adviser

Ready to leap into a new career?

If you’ve ever thought about becoming a Mortgage Adviser but assumed it was out of reach, this is your sign to go for it.

Whether you’re feeling stuck, looking for more purpose, or just ready to try something new, our client is offering a clear path into Financial Services, starting with their award-winning Academy Program.

You don’t need experience in mortgages or finance. We’re looking for the right attitude, motivation, and people skills.

If you’re confident, personable, and ready to work hard for a successful new career, we want to hear from you.

What’s on offer:

• Full training & qualification support
• Real mentoring, from real advisers
• Warm leads and support from day one - no cold starts
• A proven programme built to help you succeed
• A culture that will challenge and grow you - professionally and personally

About the Academy:

This fast-paced, highly supportive programme gives you:

• A route to fully qualified Mortgage Adviser status in just six months
• Mentoring from senior professionals across the business
• Hands-on learning with a steady flow of client opportunities
• Ongoing professional development - learning doesn’t stop when training ends

Who we’re looking for:

We're looking to speak with:

• Business professionals with a track record of career growth and loyalty
• Motivated self-starters who are confident communicators
• People who thrive under pressure and enjoy working in a team
• Applicants with their own vehicle, living within 30 minutes of Taunton, Cheltenham, or Bristol

How it works:

1. First Interview

An initial conversation to understand your goals, mindset, and motivation.

2. Assessment Centre + Final Interview

Work collaboratively with other applicants to demonstrate your communication, teamwork, and problem-solving skills - followed by a final panel interview.

3. Offer Within 48 Hours

If you’ve made the right impression, you won’t be waiting long.

This is more than a job. It’s a career change with real support, real training, and real reward.

Ready to take the leap?

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Business Development, and Consulting
• Industries: Financial Services and Real Estate

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