Salary
Self-employed with uncapped earning potential
Realistic OTE £40,000 to £70,000
Location
Initially office based in Colchester
Transitioning to hybrid working once fully trained
Company
This is an ambitious mortgage brokerage focused on developing high performing advisors through structured training, consistent lead flow, and hands on coaching. The business operates a modern model, where advisors are fully supported from day one and a clear pathway to becoming a high earning, fully competent advisor.
Our client offers a comprehensive onboarding programme designed to take CeMAP qualified individuals through to Competent Advisor Status as efficiently as possible. Once CAS is achieved, advisors are supported in expanding into protection advice, significantly increasing their earning potential.
Trainee Mortgage Advisor Responsibilities:
- Advising clients on mortgage products
- Managing warm, pre-qualified leads provided by the business
- Building relationships with clients and guiding them through the mortgage process
- Working towards Competent Advisor Status (CAS)
- Maintaining compliance and delivering high-quality customer outcomes
Experience Needed to Become a Trainee Mortgage Advisor:
- Must have the CeMAP qualification
- Must be happy being self-employed
- Strong communication and interpersonal skills
- Driven, self-motivated, and comfortable working in a self-employed environment
- A genuine interest in financial services and helping clients
- Ability to work in a structured training environment and develop quickly
Benefits of Being a Trainee Mortgage Advisor:
- Full training, coaching, and ongoing support provided
- All leads provided
- Clear progression pathway to CAS and beyond
- High earning potential with proven success from current advisors
- Hybrid working flexibility once fully trained
If you are interested in becoming a Trainee Mortgage Advisor, please apply.