Trainee Mortgage & Protection Adviser

Openwork Limited; United States; Remote; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Funding toward professional mortgage/6

6% employer pension contribution

20 days annual leave plus bank hols

Referral bonus for client referrals

Additional annual leave with service

Job summary

Woldingham Financial Services is recruiting for a Trainee Mortgage & Protection Adviser. This remote UK role offers full training and a clear progression path from Mortgage Administrator to a fully qualified Adviser through our Adviser Academy.

No CeMAP is required to apply, and we value a self-motivated learner with strong customer service and a desire to build a career in mortgage advice. Benefit from a structured development pathway and support towards professional qualifications.

Qualifications

• Experience in customer service or office-based roles is preferred but not essential.
• Excellent verbal and written communication skills.
• Strong attention to detail and organisational abilities.
• Confidence when talking to clients, lenders and solicitors.
• Good IT skills and experience with Microsoft Office.
• Willingness to study toward professional qualifications.
• Positive, proactive and professional attitude.
• Interest in property, mortgages and helping clients achieve homeownership goals.

Responsibilities

• Support Mortgage & Protection Advisers with the administration of mortgage and protection cases.
• Liaise with clients, lenders, solicitors and providers to progress applications.
• Gather and process documentation accurately and efficiently.
• Keep clients updated throughout the mortgage journey.
• Manage diaries, appointments and follow-up activities.
• Maintain accurate client records and ensure compliance requirements are met.
• Learn the end-to-end mortgage process through practical experience.
• Progress through the Adviser Academy and work towards becoming a fully qualified Mortgage & Protection Adviser.
• Deliver excellent customer service at every stage of the client journey.

Skills

Customer service

Communication skills

Attention to detail

Organisational skills

IT skills

Willingness to learn

Professional attitude

Interest in mortgages

Tools

Microsoft Office

Job description

Role: Trainee Mortgage & Protection Adviser

Location: Remote, UK.

Are you looking to build a long-term career in financial services and become a qualified Mortgage & Protection Adviser?

Woldingham Financial Services is seeking an ambitious and motivated individual to join the business as a Trainee Mortgage & Protection Adviser. This is an excellent opportunity for someone looking to start their mortgage advice career, with full training and support provided through a structured development pathway.

You’ll begin in a Mortgage Administrator position, learning the full customer journey from initial enquiry through to completion. This hands-on experience will provide a solid foundation before progressing through the business’s Adviser Academy, once qualified, ultimately leading to a fully qualified Mortgage & Protection Adviser role.

No CeMAP qualification is required to apply. We’re looking for people with the right attitude, a self motivated learner, strong customer service skills and a genuine desire to build a successful career in mortgage advice.

Benefits of the role

• Starting salary of £26,000
• Funding options available and support towards professional mortgage qualifications
• Structured career pathway from Administrator to Mortgage & Protection Adviser
• 6% employer pension contribution
• 20 days annual leave plus bank holidays
• Referral bonus paid on any client successfully referred to Woldingham
• Additional day of annual leave awarded for each completed year of service (up to five years)
• Five additional working days off over Christmas, separate from annual leave entitlement and bank holidays
• Full-time role working Monday to Friday, 9:00am to 5:00pm with a one-hour lunch break
• Supportive and experienced team environment
• Long-term career progression within a growing and successful business

What you’ll need for the role

• Previous customer service, administration or office-based experience preferred but not essential
• Excellent communication skills, both verbal and written
• Strong attention to detail and organisational skills
• Confidence speaking with clients, lenders and solicitors
• Good IT skills and experience using Microsoft Office
• A willingness to learn and study towards professional qualifications
• A positive, proactive and professional attitude
• An interest in property, mortgages and helping clients achieve their homeownership goals

Responsibilities of the role

• Support Mortgage & Protection Advisers with the administration of mortgage and protection cases
• Liaise with clients, lenders, solicitors and providers to progress applications
• Gather and process documentation accurately and efficiently
• Keep clients updated throughout the mortgage journey
• Manage diaries, appointments and follow-up activities
• Maintain accurate client records and ensure compliance requirements are met
• Learn the end-to-end mortgage process through practical experience
• Progress through the Adviser Academy and work towards becoming a fully qualified Mortgage & Protection Adviser
• Deliver excellent customer service at every stage of the client journey

About You

• Friendly, approachable and professional
• Eager to learn and develop new skills
• Highly organised with excellent attention to detail
• A strong communicator who enjoys helping people
• Motivated by career progression and personal development
• Comfortable working independently and as part of a team
• Committed to building a long-term career within the financial services industry

While referral opportunities are available initially, Woldingham wants an adviser with the ambition to grow and maintain their own client bank over time.

This opportunity is ideal for someone looking to take their first step into mortgage advice with a business that is fully invested in developing future talent. You’ll gain valuable industry experience, receive ongoing support and training, and have a clear pathway towards becoming a fully qualified Mortgage & Protection Adviser.

Woldingham Financial ServicesLtd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital, and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers, and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.