Trainee Mortgage Adviser

The New Homes Group; Peterborough; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services company is seeking a Trainee Mortgage Adviser to pursue a career in mortgages and protection. This role includes office-based training followed by remote work, with a basic salary starting at £25,500 and realistic OTE of £50,000+. Successful candidates will possess strong customer service and sales skills, alongside excellent communication. Benefits include generous holiday, a contributory pension scheme, and ongoing career development opportunities.

Benefits

34 days paid holiday

Contributory workplace pension

Commission earnings opportunities

Qualifications

• Strong desire to work in Financial Services, especially mortgages and protection.
• Demonstrable track record in customer service and sales.
• Ability to explain complex information simply.

Responsibilities

• Contact customers to secure appointments and progress applications.
• Write and manage multiple mortgages with protection each month.
• Collaborate with Adviser Support Teams.

Skills

Customer service

Sales

Communication

IT proficiency

Tools

Microsoft Office

Job description

Fast Track Mortgage Adviser Academy

Trainee Mortgage Adviser

Enhanced Salary & Guarantee Structure:

• During the first 16 weeks of training, a basic salary of £25,500 per annum.
• From month 4 to month 6, basic salary plus guaranteed commission to £30,000 per annum.
• From month 7 to month 10, basic salary plus guaranteed commission to £32,500 per annum.
• From month 10 to month 16, basic salary plus guaranteed commission to £35,000 per annum.
• From month 17, £25,000 basic salary plus unlimited commission; realistic OTE of £45,000+.

Contract Basis: Full time, permanent, employed role.

Location: Initially office based for the first 11 weeks of training at our Academy Centre in Warmington (Peterborough) with free onsite parking; the remaining 5 weeks conducted remotely. Remote working continues once qualified.

Target: Candidates with a strong desire for a long‑term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change.

Post training salary: After training, from month 4 of employment, guaranteed additional monthly commission with tiered increments over 12 months. Realistic OTE of £50,000+ in the second full year.

CF1 & CF6: Full financial support to gain the CF1 & CF6 qualifications, including study materials and exam entry costs.

Working hours during training: 9:30 AM–5:00 PM Monday to Friday; no planned holidays allowed during the 16‑week training.

Post training working hours: Mix of 9 AM–6 PM and 11 AM–8 PM Monday to Friday; no weekend working required.

Timeline: Immediate interviews.

Role overview:

The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. It is a telephone‑based role requiring articulate and engaging communication, consistent motivation, discipline, and organization. You will secure appointments and progress mortgage and protection applications.

Responsibilities:

• Contact customers, secure appointments, and progress mortgage and protection applications.
• Write and manage over 16 mortgages with protection each month.
• Collaborate with the dedicated Adviser Support Teams.
• Adhere to training and development programmes within the Academy.

Required Knowledge, Skills, And Qualifications:

• Strong desire to work within the Financial Services industry, especially mortgages and protection.
• Strong track record in customer service and sales.
• Excellent interpersonal, communication, and listening skills; ability to explain complex information simply.
• Organized and disciplined, with a structured approach to work.
• Highly competent with IT and Microsoft Office (Excel, Word, Outlook).

Benefits:

• Extensive induction & training coupled with an outstanding development program.
• 34 days paid holiday (25 days holiday plus 8 bank holidays and your birthday off).
• Unrivalled opportunities for progression, promotion, and personal development.
• Contributory workplace pension.
• Generous staff referral bonus scheme.
• Outstanding commission earnings (top performers earn in excess of £65,000 per annum).
• 24‑hour Employee Wellbeing Support service.
• Defined promotional tiers with significant basic salary and commission uplift for target achievement.
• Home‑based working once training completed.

Training Requirements: Mandatory attendance for 11 weeks of office‑based training in Warmington (Peterborough) followed by 5 weeks remote training. No holiday during the training period.

APPLY NOW or feel free to call our Internal Recruitment team on 01206 481010 for more information.

Subject to (T&C’s).

Seniority level

Internship

Employment type

Full‑time

Job function

Finance and Sales