Trainee Mortgage Advisor

Search; United Kingdom; On-site; GBP 25,000 - 27,000; Full time

Job summary

A leading financial services provider in Perth seeks a Trainee Mortgage Advisor to support the team through administrative duties while preparing for the CeMAP qualification. You'll gain valuable insights into managing mortgage cases in a supportive environment. The role offers a salary of £25,000, increasing to £27,000 upon qualification, with additional benefits including a pension scheme and private medical insurance.

Benefits

Company pension scheme

Private medical insurance

Performance-based bonus

Generous annual leave

Qualifications

• Self-motivated and eager to learn.
• Ability to meet deadlines under pressure.
• Confidently handle client inquiries.

Responsibilities

• Study toward your CeMAP qualification.
• Prepare documentation for clients and lenders.
• Handle incoming calls and assist with inquiries.

Skills

Strong organisational skills

Excellent communication skills

Attention to detail

Problem-solving ability

Team player

Tools

Microsoft Office

Job description

Trainee Mortgage Advisor - Perth, Scotland

Are you ready to launch your career in financial services?

About the Company

My client is renowned for providing exceptional customer service and tailored financial solutions. With a reputation built on trust, professionalism, and expertise, they offer a supportive environment where you'll gain hands‑on experience and develop your skills alongside experienced mortgage professionals.

As a Trainee Mortgage Advisor, you'll begin by supporting the team through administrative duties, gaining valuable insight into how mortgage cases are managed and processed – an essential foundation for a successful career in mortgage advice.

Key Responsibilities

• Study toward your CeMAP qualification
• Learn and adapt quickly in a fast-paced environment
• Prepare and send documentation to clients and lenders
• Upload client information to internal and lender systems
• Accurately input data across multiple platforms
• Handle incoming calls and assist with client enquiries
• Support the team with daily administrative tasks
• Use Microsoft Office (especially Excel and Word) confidently and effectively

What We're Looking For

• Strong organisational skills with the ability to prioritise and meet deadlines
• Excellent communication skills, both written and verbal
• Exceptional attention to detail and accuracy
• Proactive problem-solving ability and a can‑do attitude
• A team player who is reliable, driven, and eager to learn

What's on Offer

• £25,000 (increase to £27,000 upon CeMAP completion)
• Company pension scheme
• Private medical insurance
• Generous annual leave including bank holidays
• Performance-based bonus (upon CeMAP qualification)
• Tailored staff incentives and development opportunities

The Role

This is a permanent, full-time office-based position in Perth.

Hours: Monday to Friday, 9 am – 5 pm (some flexibility may be required during busy periods).

Interested?

If you’re self‑motivated, customer‑focused, and ready to build a rewarding career in the mortgage industry – apply today and take your first step towards becoming a qualified Mortgage Advisor!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.