Trainee Mortgage Adviser
🔒 Confidential Employer
Posted 8 May 2026
LOCATION
Liverpool
TYPE
Full-time
LEVEL
Entry-level
SALARY
£27,500 / year
CATEGORY
Financial Services
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
CeMAP
Mortgage Advice
Financial Services
Regulatory Compliance
Client Relationship Management
Organisational Skills
Attention to Detail
Communication Skills
FULL DESCRIPTION
Trainee Mortgage Adviser
Liverpool | Hybrid | Full-time | £27,500 Basic Salary + Commission
The Role
Working alongside experienced advisers, you will gain hands-on exposure to the full mortgage advice process while building the knowledge and skills required to progress, including:
- Supporting cases from initial enquiry through to completion
- Assisting with fact-finding, research, and preparation of recommendations
- Developing an understanding of whole-of-market mortgage and protection advice
- Supporting a range of cases including residential, buy-to-let, and remortgages
- Maintaining accurate and compliant client records in line with regulatory requirements
- Building and maintaining relationships with clients and introducers
- Actively working towards becoming a fully competent and qualified adviser
What We're Looking For
- CeMAP (or equivalent) qualified, or actively working towards completion
- Previous experience within financial services is beneficial but not essential
- A genuine interest in developing a career in mortgage and protection advice
- An understanding of regulatory standards and compliance expectations
- Strong organisational skills with excellent attention to detail
- A professional, client-focused approach with strong communication skills
What's on Offer
- Competitive basic salary with uncapped commission potential
- Structured training and development programme
- Ongoing mentorship and support from experienced professionals
- Clear progression pathway to a fully qualified Mortgage Adviser role
- Access to a comprehensive, whole-of-market lender panel
- A supportive and professional working environment focused on delivering quality client outcomes
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