Trainee Mortgage Adviser

The New Homes Group; Warrington; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Commission-based earnings

Home-based working after training

Full training & qualifications support

Job summary

The New Homes Group is recruiting for a Trainee Mortgage Adviser. You will train in Manchester, then work remotely after 11 weeks. The role is telephone-based, focusing on delivering quality mortgage and protection advice to customers.

Post-training you can expect a tiered commission structure and realistic OTE. Candidates with strong sales records and a graduation 2:1 or higher are encouraged to apply.

Qualifications

• Strong desire to work in Financial Services, mortgages and protection.
• Recent graduation at 2:1 or higher or proven sales track record.
• Excellent interpersonal skills, with outstanding communication and listening abilities.
• Extremely well organized with a disciplined, structured approach.
• Proficient IT skills including Excel, Word, and Outlook.

Responsibilities

• Contact customers, secure appointments and progress mortgage applications.
• Provide quality financial advice and sales via telephone.
• Work with Adviser Support Teams to deliver customer outcomes.

Skills

Sales experience

Communication skills

Organisation

IT proficiency

Microsoft Office

Telephone sales

Home-based working

Education

Bachelor's/2:1 degree

Tools

Excel

Word

Outlook

Job description

Fast Track Mortgage Adviser Academy (16 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 11 weeks of office-based training.

Job Title: Trainee Mortgage Adviser

*Enhanced Salary & Guarantee Structure:

• During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K 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 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified.

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 2 nd 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 9:30AM-6PM and 11:30AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required.

Timeline: Immediate Interviews with a November 2026 Start.

Trainee Mortgage Adviser Academy:

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.

Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy.

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.
• 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.
• 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 be aware that you are required to attend 11 weeks of office-based training in Manchester followed by 5 weeks remote and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period.

*Subject to (T&C’s)

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