Trainee Mortgage Adviser

The New Homes Group; Wakefield; On-site; GBP 25,000 - 30,000; Full time

Job summary

An established industry player is looking for motivated individuals to join their team as Trainee Mortgage Advisers. This role offers a unique opportunity to gain CeMAP qualifications while earning a competitive salary. With a strong focus on customer service and sales, you will engage with clients and help them navigate their mortgage options. The company provides full support for your professional development and offers a range of attractive benefits, including a contributory pension and wellness support. If you're ready to kickstart your career in financial services, this position is perfect for you.

Benefits

28 days holiday plus birthday off

Contributory pension

Wellbeing support

Healthcare

Gym membership

Salary sacrifice car leasing scheme

Opportunities for progression

Personal development support

Qualifications

• Desire to work in Financial Services, especially mortgages and protection.
• Proven customer service and sales skills.

Responsibilities

• Office-based contact with customers referred by house-builder clients.
• Record customer details and arrange appointments with Mortgage Advisers.

Skills

Customer Service

Sales Skills

Communication Skills

Presentation Skills

IT Proficiency

Tools

Microsoft Office

Job description

Job Title: Trainee Mortgage Adviser

With 2025 well underway, we have recently promoted several of our current Trainee Mortgage Advisers to full-time home-based Mortgage Advisers. We are now seeking our next intake of candidates for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser, offering a long-term career in Financial Services.

We have opportunities to join the UK’s leading new homes mortgage provider as a Trainee Mortgage Adviser.

Location:

Based full-time at our Wakefield offices (WF2 0XG). After training and obtaining CeMAP qualifications, you will be promoted to a full-time home-based Mortgage and Protection Adviser.

Daily Commute:

You must have your own vehicle or live locally enough for a short public transport commute.

Target:

Strong desire to work in Financial Services, with proven customer service or sales experience.

Year One Rewards:

Guaranteed salary of £30,000 (basic £25,500 + £4,500 commission) during the first year, with potential bonuses and overtime opportunities.

After 12 Months:

Salary increases to £27,500 plus commission and bonus, with an OTE of £40K - £45K.

CeMAP Support:

Full financial support for CeMAP qualifications, including study materials and exam costs.

Working Hours:

Rotating shifts including early and late starts, every other weekend.

The Company:

The New Homes Group is the UK’s leading New Homes Specialist and Mortgage Provider. This role offers long-term career prospects and a competitive salary and benefits package.

Role Responsibilities:

• Office-based contact with customers referred by our house-builder clients.
• Record customer details, complete fact finds, research lenders’ criteria, and arrange appointments with Mortgage Advisers.

Requirements:

• Desire to work in Financial Services, especially mortgages and protection.
• Proven customer service and sales skills.
• Excellent communication, presentation, and listening skills.
• Organised and disciplined work approach.
• Proficient in IT, especially Microsoft Office.

Benefits:

• Full-time permanent role.
• Opportunities for progression and personal development.
• 28 days holiday plus birthday off after probation.
• Contributory pension, wellbeing support, death in service, discounts, healthcare, gym, and other perks.
• Salary sacrifice car leasing scheme available.

*Subject to T&Cs.
**Subject to CeMAP qualification and meeting targets.

If interested, please send your CV via 'Apply Now' or contact Amelia Jenkins at 01206-716066 for a confidential chat.