Trainee Mortgage Adviser

The New Homes Group; United Kingdom; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services company is seeking a Trainee Mortgage Adviser to join its team. This full-time position offers extensive training, a salary structure that guarantees commissions up to £35K in the early months, and a realistic OTE of £50K+ beyond the first year. Once training is completed, work will shift to a home-based model. Candidates must demonstrate commitment to customer service and possess excellent communication skills. This opportunity is ideal for those looking for a long-term career in Financial Services.

Benefits

34 days paid holiday

Generous staff referral bonus

Contributory workplace pension

24-hour Employee Wellbeing Support

Qualifications

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

Responsibilities

• Provide quality advice and sales to customers as a Mortgage Adviser.
• Contact customers and secure appointments.
• Write multiple mortgage and protection applications monthly.

Skills

Customer service

Sales

Interpersonal skills

Microsoft Office

Job description

Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included)

An outstanding opportunity to commence a long‑term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK’S leading mortgage providers, with home‑based working once you have completed your first 16 weeks of office‑based training.

Job Title: Trainee Mortgage Adviser

• Enhanced Salary & Guarantee Structure:
• During the first 16 weeks of training: basic salary plus guaranteed commission to £30K per annum.
• From month 4 to 6: basic salary plus guaranteed commission to £30K per annum.
• From month 7 to 10: basic salary plus guaranteed commission to £32.5K per annum.
• From month 10 to 16: basic salary plus guaranteed commission to £35K per annum.
• From month 17: £25.5K basic salary plus unlimited commission, earn a realistic OTE of £45K+.

Contract Basis: Full time, permanent, employed role.

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

Target: Candidates with a strong desire to forge 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: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme.

CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for.

Working hours: During the 16‑week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered.

Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required.

Timeline: Immediate interviews.

Trainee Mortgage Adviser Academy

As a home or office‑based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best.

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.

This is a telephone‑based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised.

Your long‑term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy.

Required Knowledge, Skills, And Qualifications

• A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
• A strong track record in customer service and sales.
• Excellent inter‑personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
• Organised, and adopts a disciplined and structured approach to work.
• Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and 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 in an expanding and market leading business.
• Contributory workplace pension.
• Generous staff referral bonus scheme.
• Outstanding commission earnings (our top performers earn in excess of £65K PA).
• 24‑hour Employee Wellbeing Support service available.
• Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets.
• Home based working once training completed.

Please be aware that you are required to attend 11 weeks of office-based training in Warmington (Peterborough) followed by 5 weeks remote training, and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period.

APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on 01206 481010 for more information!

• Subject to (T&C’s)