Trainee Mortgage Advisor

Cameron James; Bognor Regis; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Full training and mentoring

Administrative support

Birthday leave

Pension scheme and life insurance

Charity event entry fees

Job summary

Cameron James Professional Recruitment is recruiting a Trainee Mortgage Advisor in Bognor Regis to join a growing estate agency and financial services business. You will receive structured training, ongoing mentoring and the support needed to develop into a professional Mortgage Advisor.

You will benefit from warm estate agency leads, full administrative support and a clear career progression path, alongside a competitive base salary and uncapped earning potential.

Qualifications

• CeMAP qualification or currently studying towards CeMAP preferred.
• Previous experience in estate agency, banking, financial services, sales or customer service would be advantageous.
• Strong communication and relationship-building skills.
• A motivated, ambitious and target-driven approach.
• A genuine interest in financial services and helping customers achieve their property goals.
• Excellent organisation and attention to detail.
• A professional attitude and willingness to learn.
• Ability to work independently and as part of a successful team.

Responsibilities

• Building strong relationships with customers, estate agency colleagues and introducers.
• Learning how to assess customer needs and identify suitable mortgage and protection solutions.
• Supporting mortgage applications from initial enquiry through to completion.
• Working with experienced advisers, lenders and administration teams.
• Converting warm leads and identifying opportunities from existing customers and referrals.
• Delivering excellent customer service throughout the mortgage process.
• Developing your knowledge of mortgage products, lending criteria and FCA compliance requirements.
• Working towards professional qualifications and full Mortgage Advisor competency.
• Achieving individual and team performance targets.

Skills

Strong communication

Target-driven

Team player

Education

CeMAP qualification or studying towards CeMAP

Job description

Trainee Mortgage Advisor / Mortgage Broker - Bognor Regis

£27,000 Basic + £2,500 Car Allowance Realistic OTE £55,000+ Uncapped

Location: Bognor Regis, West Sussex

Job Type: Full-Time, Permanent

Start Date: ASAP

Cameron James Professional Recruitment is recruiting for an ambitious and customer-focused Trainee Mortgage Advisor to join a highly successful and expanding estate agency and financial services business in Bognor Regis.

This is an excellent opportunity for someone looking to build a long-term career in mortgage advice. Whether you have experience in estate agency, banking, financial services, sales or customer service, you will receive structured training, ongoing mentoring and the support needed to develop into a successful Mortgage Advisor.

You will benefit from warm estate agency leads, full administrative support and a clear career progression path, alongside a competitive basic salary and uncapped earning potential.

Salary and Benefits

• £27,000 basic salary
• £2,500 car allowance
• Realistic OTE of £55,000+ with uncapped commission
• Warm estate agency leads provided
• Full training and ongoing mentoring
• Dedicated administrative support
• Five-day working week, with two Saturdays off per month
• 33 days paid holiday plus an additional day off for your birthday
• Pension scheme and life insurance
• Company rewards and incentive schemes
• Structured career progression
• Employee Assistance Programme
• Paid entry fees for charitable events

The Role

As a Trainee Mortgage Advisor, you will work closely with established estate agency teams, supporting customers throughout their mortgage journey and developing the knowledge and skills required to provide professional mortgage and protection advice.

Your responsibilities will include:

• Building strong relationships with customers, estate agency colleagues and introducers.
• Learning how to assess customer needs and identify suitable mortgage and protection solutions.
• Supporting mortgage applications from initial enquiry through to completion.
• Working with experienced advisers, lenders and administration teams.
• Converting warm leads and identifying opportunities from existing customers and referrals.
• Delivering excellent customer service throughout the mortgage process.
• Developing your knowledge of mortgage products, lending criteria and FCA compliance requirements.
• Working towards professional qualifications and full Mortgage Advisor competency.
• Achieving individual and team performance targets.

Candidate Requirements

• CeMAP qualification or currently studying towards CeMAP preferred.
• Previous experience in estate agency, banking, financial services, sales or customer service would be advantageous.
• Strong communication and relationship-building skills.
• A motivated, ambitious and target-driven approach.
• A genuine interest in financial services and helping customers achieve their property goals.
• Excellent organisation and attention to detail.
• A professional attitude and willingness to learn.
• Ability to work independently and as part of a successful team.

Why Apply?

You will be joining a well-established and growing business with a strong reputation, a 5-star Trustpilot rating and Gold Investors in People accreditation. The company offers a supportive working environment, structured development and genuine opportunities to progress into a successful Mortgage Advisor or Mortgage Broker role.

With warm leads, full training, administrative support and uncapped commission, this is an attractive opportunity for an ambitious individual looking to establish a rewarding career in mortgage advice.