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Permanent

Trainee Mortgage Advisor

mbf.
London
money-bag £30000 Annual
Posted: 24 June 2026 (3 days ago)
Closing date: 24 July 2026
Ref: 3127758619

Looking for more than just a mortgage role?An ambitious and growing financial planning business is seeking a Trainee Mortgage Advisor to join its expanding team. This position offers a unique opportunity to learn from experienced advisers whilst developing towards a broader career in wealth management and financial planning.Working with high-quality clients across business, sport and music, you''ll gain exposure to complex cases and receive structured support to develop your advisory career.The RoleYou will support experienced Mortgage Advisers whilst learning every aspect of the mortgage and protection advice process.Responsibilities• Supporting mortgage and protection advice delivery• Assisting with fact-finding and client reviews• Liaising with lenders and providers• Managing mortgage applications from enquiry through to completion• Maintaining accurate client records and documentation• Building strong relationships with clients and professional contacts• Developing technical knowledge of mortgages, protection and financial planningRequirements• CeMAP qualified or working towards a mortgage qualification• Experience within financial services, banking, mortgages or protection• Strong communication and relationship-building skills• Excellent organisational abilities and attention to detail• Ambition to develop a long-term career within financial advice• Comfortable using modern technology and CRM systemsBenefits• Salary from £35,000+• Private Medical Insurance• Pension and ..... full job details .....

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