Trainee Mortgage Adviser

TieTalent; Wakefield; On-site; GBP 30,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team as Trainee Mortgage Advisers. This role offers a unique opportunity to become fully CeMAP qualified and embark on a rewarding career in Financial Services. With a strong focus on customer service and sales, you will play a vital role in assisting clients with their mortgage applications. The company provides excellent training, a supportive environment, and a clear path for progression. Enjoy a competitive salary, bonus potential, and a comprehensive benefits package, including paid holidays and a workplace pension. If you are driven and eager to succeed, this opportunity is perfect for you.

Benefits

28 days paid holiday

Contributory workplace pension

Wellbeing Employee Assistance Programme

Death in service cover

Discounts platform access

Self-funded Health Care plan

Discounted medical assessment Health Screening

Discount on Gym Membership

Salary Sacrifice Personal Car Leasing Scheme

Qualifications

• Strong desire to work in Financial Services, particularly mortgages.
• Proven track record in customer service and sales.

Responsibilities

• Act as first point of contact for customers, managing their mortgage applications.
• Make and receive calls to customers, recording details accurately.

Skills

Customer Service

Sales

Communication

Interpersonal Skills

Organizational Skills

Education

CeMAP Qualification

Tools

Microsoft Office

Excel

Word

Outlook

Job description

With 2025 well underway, we have recently promoted several of our current Trainee Mortgage Advisers who have now taken up their new roles as full-time home-based Mortgage Advisers. We are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser in a role that offers a genuine opportunity for a long-term career in Financial Services.

We now have opportunities to join the UK’S leading new homes mortgage provider to become a Trainee Mortgage Adviser.

Location: You will be based full time at our offices in Wakefield WF2 0XG, however once your training is complete and you have your full CeMAP qualifications you will gain promotion to become a full time home based Mortgage and Protection Adviser.

Daily Commute: To be considered for this role, you must have your own vehicle to be able to commute to our offices as required, or live locally enough to have short commute via a reliable form of public transport.

Target: Candidates with a strong desire to work within the Financial Services arena, with a strong proven track record in customer service and or sales.

Year One Rewards: During the first 12 months, you will receive a salary guarantee of £30,000. This is basic salary of £25,500 and a guaranteed commission of £4,500. You will qualify for a bonus top up at the end of the 12-month period if you exceed targets. You can also increase your earnings by taking advantage of overtime which is regularly available.

After 12 Months: Upon successful completion of the initial period, your basic salary will increase to £27,500 plus commission and bonus, meaning an OTE of £40K - £45K.

CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam entry costs paid for by us.

Working hours: Working a rotating rota including early and late starts, working every other weekend.

The New Homes Group: The New Homes Group is the UK’S leading New Homes Specialist and as a Trainee Mortgage Adviser you will be working for the UK'S leading new homes Mortgage Provider.

Be in no doubt that this is an outstanding opportunity which offers both long term career prospects and the opportunity to earn a substantial salary and benefits package.

Your role will consist of office based working for The New Homes Group Mortgage Services as first point of contact for our customers. This is an important and integral part of our organisation, our teams are highly trained and work to high expectations and are responsible for managing our customer’s first impressions. You will find no two days are the same, and the experience gained will be invaluable to you once you become a Mortgage Adviser.

You will be responsible for making and receiving calls to customers referred to us by our national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with one of our specialist Mortgage Advisers.

Required Knowledge, skills and qualifications:

• A strong desire to work within the Financial Services Industry, particularly within mortgages and protection.
• A strong track record in customer service and sales.
• Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
• Organised, and adopts a disciplined and structured approach to work.
• Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.

Benefits:

• Permanent Full Time Role.
• Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business.
• 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation).
• Contributory workplace pension.
• 24 hour Wellbeing Employee Assistance Programme.
• Death in service cover.
• Access to discounts platform, Perks at Work.
• Access to self-funded Health Care plan.
• Discounted medical assessment Health Screening.
• Discount on Nuffield Gym Membership.
• Discounts on estate agency, mortgage and surveying services.
• Salary Sacrifice Personal Car Leasing Scheme available.

(Subject to T&C’s)

(Subject to CeMAP qualification and meeting agreed targets and standards)

If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on (phone number removed) for a confidential chat.

Nice-to-have skills

• Customer Service
• Communication

• Wakefield, England

Business Developer / Sales Development Representative