Trainee Mortgage Advisor โ€“ Entry-Level Role

£26000-30000 per year
Full-time

Location: Liverpool Street, London

Salary: ยฃ26,000 โ€“ ยฃ30,000 per annum + commission + qualification sponsorship


About the Role

Looking for a career in finance where your communication skills and drive can genuinely change lives? As a Trainee Mortgage Advisor, youโ€™ll be trained to guide clients through one of the most important financial decisions theyโ€™ll ever makeโ€”buying a home.

Based in our busy Liverpool Street office, this is a fantastic entry point into the mortgage and property finance world. You donโ€™t need prior experience in financial servicesโ€”just the right attitude, a hunger to learn, and a genuine interest in helping people.

Weโ€™ll provide full training and mentoring, with access to a well-structured learning path including industry workshops and day-to-day casework. Youโ€™ll work closely with experienced Mortgage Advisors and Client Managers, gradually building up your knowledge, your confidence, and your ability to advise independently.


What Youโ€™ll Be Doing

  • Supporting the mortgage advisory team in assessing client needs and matching them with suitable mortgage solutions.
  • Learning how to conduct fact-finding interviews to understand income, credit history, and affordability.
  • Liaising with clients, lenders, and solicitors to ensure smooth application processing.
  • Attending regular workshops and development sessions focused on financial advice, FCA regulations, and mortgage product knowledge.
  • Tracking progress against your training plan and participating in structured learning assessments.

Who Weโ€™re Looking For

  • A bright, confident individual who wants to build a career in mortgage and property finance.
  • Comfortable talking to people from all walks of lifeโ€”whether in person or over the phone.
  • Organised, detail-focused, and eager to take initiative.
  • Willing to undertake professional training towards becoming CeMAP-qualified.
  • Any experience in sales, customer service, banking, or lettings is beneficial but not essential.
  • Must be enthusiastic about personal growth, with a proactive approach to learning on the job.

What We Offer

  • Full in-house training and structured career development programme.
  • Sponsorship and study support towards CeMAP qualification.
  • A vibrant Liverpool Street location with excellent transport links.
  • Base salary plus realistic first-year commission potential.
  • Weekly 1-to-1 mentoring with senior advisors.
  • Opportunities for promotion into a fully qualified Mortgage Advisor role within 12โ€“18 months.
  • Company perks including team lunches, private healthcare, and performance bonuses.

Application Process

To apply, submit your CV and a short cover letter explaining why youโ€™re interested in becoming a Mortgage Advisor. Successful applicants will be contacted to attend an informal first-stage interview and a brief assessment task.


Join a Career That Moves with You

If youโ€™re ready to launch a career where effort is rewarded, growth is constant, and youโ€™re supported every step of the way, then this trainee role could be exactly what youโ€™re looking for. Step into the future of financial adviceโ€”right here in Liverpool Street.