Job Description

Trainee Mortgage Adviser

Liverpool

Employed Role | Whole of Market | Training & Progression Provided

£27,500 Basic Salary + Commission

An established and reputable independent financial advice firm is seeking a Trainee Mortgage Adviser to join its growing team. The business is committed to delivering clear, tailored mortgage and financial guidance, with a strong emphasis on long-term client relationships, professionalism, and transparent advice.

This opportunity is ideal for someone at the early stages of their career who is looking to develop into a fully qualified Mortgage Adviser within a supportive, whole-of-market environment.

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:

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  Supporting cases from initial enquiry through to completion
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  Assisting with fact-finding, research, and preparation of recommendations
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  Developing an understanding of whole-of-market mortgage and protection advice
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  Supporting a range of cases including residential, buy-to-let, and remortgages
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  Maintaining accurate and compliant client records in line with regulatory requirements
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  Building and maintaining relationships with clients and introducers
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  Actively working towards becoming a fully competent and qualified adviser

What We're Looking For

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  CeMAP (or equivalent) qualified, or actively working towards completion
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  Previous experience within financial services is beneficial but not essential
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  A genuine interest in developing a career in mortgage and protection advice
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  An understanding of regulatory standards and compliance expectations
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  Strong organisational skills with excellent attention to detail
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  A professional, client-focused approach with strong communication skills

What's on Offer

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  Competitive basic salary with uncapped commission potential
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  Structured training and development programme
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  Ongoing mentorship and support from experienced professionals
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  Clear progression pathway to a fully qualified Mortgage Adviser role
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  Access to a comprehensive, whole-of-market lender panel
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  A supportive and professional working environment focused on delivering quality client outcomes