Trainee Mortgage Adviser

The Nottingham; East Midlands; Hybrid; GBP 24,000; Full time

Job summary

A leading mutual organization is seeking a Trainee Mortgage Adviser to provide outstanding mortgage services to customers. In this full-time role, you will ensure compliance, promote customer loyalty, and develop a professional career in a supportive environment focused on personal growth. Join a culture that values diversity, sustainability, and community impact.

Benefits

Annual discretionary bonus scheme

Medicash healthcare scheme

29 days annual leave plus bank holidays

Enhanced family leave

Ongoing personal and professional development

Friendly and inclusive culture

Qualifications

• Strong knowledge of Society lending policies and compliance requirements.
• Proven track record in sales and customer service, ideally with mortgage advice experience.
• Excellent communicator with top-notch phone skills.

Responsibilities

• Deliver a compliant mortgage service and build lasting customer relationships.
• Promote loyalty offers and manage operational/compliance risks.
• Keep sales records, customer accounts, and ensure compliance with lending policies.

Skills

Sales

Customer Service

Communication

Organization

Tools

MS Office

Job description

About The Role

Contract type: Permanent

Hours: Full-time, 35 hours

Location: Head Office, Nottingham (Hybrid working, minimum 2 days per week)

Salary: £23,700 per annum

Application process: Please apply via the application button which will direct you to our careers site. If you require any adjustments to assist you in applying, please contact [e-mail]

We’re hiring for a Trainee Mortgage Adviser!

You'll deliver a compliant, mortgage service for our valued existing customers building strong, lasting relationships and going above and beyond with outstanding service. Plus, you’ll spot exciting opportunities that drive success across the entire business.

Here’s a taste of what you will be doing as a Trainee Mortgage Adviser at Nottingham Building Society: -

• Deliver on our society’s goals while ensuring full compliance with Terms & Conditions.
• Actively promote loyalty offers to existing customers to help exceed retention targets.
• Provide exceptional mortgage support for re-mortgages, porting, further advances, and variations—all within lending policies.
• Keep sales records, customer accounts, and management info accurate and up to date.
• Work closely with Mortgage Operations teams to create smooth, positive customer journeys.
• Deliver outstanding customer service, following Consumer Duty Principles and meeting service standards.
• Spot, report, and manage operational and compliance risks to protect the business.
• Always follow Health & Safety and Compliance guidelines in everything you do.

About you: -

• Strong knowledge of Society lending policies, MCOB, Consumer Duty, and Data Protection to ensure compliance.
• Deep understanding of our mortgage products—and competitors’—to help grow our business.
• Confident user of Society systems and familiar with the entire mortgage and house-buying process.
• Proven track record in sales and customer service, ideally with mortgage advice experience.
• Excellent communicator with top-notch phone skills, able to thrive in a non-face-to-face environment.
• Highly organized with the ability to manage large caseloads and meet deadlines.
• Professional, enthusiastic, and skilled negotiator who works well both independently and in a team.
• Proficient with MS Office and comfortable working across multiple systems.

Reward & Benefits -

• A fair and competitive salary evaluated against market data, annual discretionary bonus scheme, Medicash healthcare scheme, 29 days annual leave plus bank holidays and enhanced family leave.

• Commitment and dedication to your ongoing personal and professional development. We help you to own and grow your potential so you can be at your best in your current role and to support your future career aspirations.

• For all full-time roles we work a 35-hour working week to promote a work/life balance, we want you to be at your best inside and outside of work.

• A friendly and inclusive culture where teams genuinely strive to do the right thing by their colleagues and our customers.

• A strong sustainability agenda – we’re continually finding new ways to be kinder to the environment by reducing our carbon footprint.

• We’re passionate about giving back to the communities in which we serve as well as supporting local charities as part of the Samuel Fox Foundation. One of the many ways you can get involved is to use the 2 days per year paid leave to volunteer for causes or charities that are important to you.

• Your health and wellbeing is our priority, we encourage this through a suite of support resources, including a team of trained mental health first aiders.
  

Embracing Diversity Together: -

We proudly embrace and celebrate diversity as a fundamental cornerstone of our values. We believe that a diverse and inclusive workplace is not just essential for our success but is also a reflection of the vibrant communities we serve. Our commitment to diversity extends beyond our internal culture to the way we approach advertising and engage with our customers.

Our commitment means actively working to eliminate barriers and biases that may hinder equal opportunities within our organisation. We strive to ensure that all individuals, regardless of background, have an equal chance to thrive and advance in their careers.

We acknowledge that diversity is not just a goal to be achieved but a continuous journey toward creating an environment that embraces differences and promotes equal opportunities for all. We are committed to fostering an inclusive culture that encourages collaboration, creativity, and a sense of belonging for every member of our community.

About us: -

Together we overcome barriers and shape brighter futures for our customers, colleagues and our communities.

We are a mutual, which means we don’t have shareholders. Instead, we’re owned by our members and use our money to do good, investing in our community, responsible causes, and – well, you. So, we’re always striving to do the right thing for our colleagues, communities and members.

Although our history spans over 170 years, our purpose of helping our members save, plan for and protect their financial futures is enduring. At Nottingham Building Society, we are dedicated to overcoming obstacles and turning challenges into opportunities. At the heart of our mission is our unwavering commitment to breaking down barriers and building better futures by helping our customers achieve the significant milestone of owning their own home.

About Us

We are a mutual, which means we don’t have shareholders. Instead, we’re owned by our members and use our money to do good, investing in our community, responsible causes, and – well, you. So, we’re always striving to do the right thing for our team, communities and members.

Although our history spans over 170 years, our purpose of helping our members save, plan for and protect their financial futures is enduring. At The Nottingham Building Society, we are dedicated to overcoming obstacles and turning challenges into opportunities. At the heart of our mission is our unwavering commitment to breaking down barriers and building better futures by helping our customers achieve the significant milestone of owning their own home.