Trainee Mortgage Advisor

Fintelligent Search

Manchester

On-site

GBP 28,000 - 35,000

Full time

14 days+
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Benefits offered by this job

Healthcare cash plan
Pension with employer contribution
Life Assurance
Cycle to Work
Long Service Awards
25 days annual leave + birthday off

Job summary

Fintelligent Search is seeking a Trainee Mortgage Advisor in the UK. You will receive a fully funded CeMAP qualification, structured training, and coaching to become a Mortgage Advisor, working alongside experienced advisors to learn the market and provide tailored lending solutions.

The role offers hybrid working after probation (three days in the Manchester office), a salary between 28,000 and 35,000 with uncapped OTE of 50,000, and a benefits package including healthcare, pension, and leave.

Qualifications

  • Fully funded CeMAP qualification during training.
  • Structured training and ongoing coaching.
  • Learn mortgage products, FCA regulations and responsible lending.
  • Deliver excellent customer service while working toward targets.

Responsibilities

  • Learn to provide tailored mortgage advice with experienced advisors.
  • Manage customer enquiries and support the mortgage journey.
  • Build knowledge of mortgage products and regulations.
  • Support customers in applying for mortgages.

Skills

Customer service
Target-driven
Financial services awareness

Education

CeMAP qualification (funded)

Job description

Fully funded CeMAP qualification Hybrid working after probation Monthly bonus with OTE 50,000 Clear career path into Mortgage Advice

If you have experience in a customer-facing sales or financial services role and want to build a long-term career as a Trainee Mortgage Advisor, this is an excellent opportunity to join a growing specialist lender that will invest in your future. With a fully funded CeMAP qualification, structured training, and ongoing coaching, you'll have everything you need to become a successful Mortgage Advisor.

You'll work alongside experienced advisors, learn the mortgage market from the ground up, and develop the knowledge and confidence to provide tailored lending solutions to customers across the UK.

Package & Benefits for the Trainee Mortgage Advisor:
  • Salary of 28,000 to 35,000 per annum, depending on experience.
  • Fully funded CeMAP qualification and structured training programme.
  • Uncapped OTE of 50,000, with typical earnings around 41,000.
  • Hybrid working after probation, with three days in the Manchester office.
  • Up to 25 days' annual leave plus bank holidays and your birthday off.
  • Healthcare cash plan.
  • Pension scheme with up to 5% employer contribution.
  • Life Assurance, Cycle to Work scheme, and Long Service Awards.
About the Company

You'll be joining a specialist financial services business dedicated to helping UK homeowners access responsible lending solutions. The company is committed to developing talent, providing ongoing support, and creating genuine opportunities for long-term career progression.

Key Responsibilities for Trainee Mortgage Advisor:
  • Learn to provide tailored mortgage advice by working closely with experienced Mortgage Advisors.
  • Manage customer enquiries, gather information, and support customers throughout the mortgage application journey.
  • Build your knowledge of mortgage products, FCA regulations, and responsible lending while completing your funded CeMAP qualification.
  • Deliver excellent customer service while working towards individual performance and quality targets.
About You
  • At least 12 months' experience in a KPI driven sales or financial services role.
  • Motivated to complete a fully funded CeMAP qualification and build a career in mortgage advice.
  • Experience working within a target-driven or regulated environment.
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