Trainee Mortgage and Protection Broker

Just Mortgages SE Group; Manchester; Hybrid; GBP 20,000 - 35,000; Full time

Benefits offered by this job

Leads provided

Training & support

Flexible role

Self-employed

Job summary

Just Mortgages is seeking a motivated Trainee Mortgage & Protection Adviser to join an established Principal within the network. The role is self-employed, with remote work and in-person training available, ideally based in Cheshire or South Manchester.

As you progress through training, you will learn to assess clients' circumstances, research suitable mortgage and protection solutions, and build relationships with lenders while maintaining compliance and records.

Qualifications

• CeMAP qualification or equivalent mortgage advice qualification required.
• Strong communication and customer service focus.
• Willingness to learn and develop in a self-employed role.

Responsibilities

• Understand clients’ circumstances, needs and financial goals.
• Research and recommend suitable mortgage and protection solutions.
• Support clients throughout their mortgage journey and maintain records.
• Build relationships with clients, lenders and providers.
• Follow compliance requirements and organise workload.

Skills

Communication skills

Customer service

Organisation

Education

CeMAP qualification

Job description

Trainee Mortgage & Protection Adviser, Self-Employed

Cheshire / South Manchester | Remote with in-person training

Are you CeMAP qualified and ready to take your first step into mortgage advising?

Pperhaps you’re a mortgage administrator who knows the process inside out and now wants to work directly with clients. Or you’re an adviser from a bank or tied background, keen to develop your knowledge of the wider market.

We’re looking for a motivated trainee Mortgage & Protection Adviser to join an established Principal within Just Mortgages. With more leads than he can currently service himself, this is an opportunity to develop your skills with leads to work with and experienced support around you.

The role can be remote, with in-person training where required. Ideally, you’ll be based in Cheshire or South Manchester.

On your own, but not alone

Taking your first step into self-employment is a big decision. At Just Mortgages, you’ll have training, guidance and support from your Principal and Area Director as you build your knowledge, confidence and business.

What you can expect:

• Leads provided by an established Principal.
• Training and support as you develop into a mortgage and protection broker.
• Help to make the transition from administration or tied advice into the wider market.
• Flexibility and independence within a self-employed role.
• The opportunity to develop your earning potential and build lasting client relationships.

Your role:

As you progress through training and work towards becoming fully authorised, you’ll learn to:

• Understand clients’ circumstances, needs and financial goals.
• Research and recommend suitable mortgage and protection solutions.
• Support clients throughout their mortgage journey.
• Build relationships with clients, lenders and providers.
• Maintain accurate records and follow compliance requirements.
• Organise your workload and follow up on enquiries.

Who we’re looking for:

• CeMAP qualified, or an equivalent mortgage advice qualification.
• Mortgage administrators with CeMAP are particularly encouraged to apply.
• Applications are also welcome from experienced bank or tied advisers looking to move into broking.
• Strong communication skills and a focus on providing excellent customer service.
• A willingness to learn, take feedback and develop your skills.
• Organisation, motivation and an understanding of the commitment involved in self-employment.

Previous experience as a mortgage broker isn’t essential, your attitude, ambition and willingness to learn matter.

This is a self-employed opportunity, rather than a salaried trainee position. We’ll talk you through how the arrangement works so you can decide whether it’s the right next step for you.

Equal Opportunities:

At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.

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