Trainee Mortgage Adviser
Liverpool – Whole of Market – Training & Progression Provided – £27,500 Basic Salary + Commission
An established and reputable independent financial advice firm is seeking a Trainee Mortgage Adviser to join its growing team. The business is committed to delivering clear, tailored mortgage and financial guidance, with a strong emphasis on long-term client relationships, professionalism, and transparent advice.
The Role
Working alongside experienced advisers, you will gain hands‐on exposure to the full mortgage advice process while building the knowledge and skills required to progress, including:
- Supporting cases from initial enquiry through to completion
- Assisting with fact‐finding, research, and preparation of recommendations
- Developing an understanding of whole‐of‐market mortgage and protection advice
- Supporting a range of cases including residential, buy‐to‐let, and remortgages
- Maintaining accurate and compliant client records in line with regulatory requirements
- Building and maintaining relationships with clients and introducers
- Actively working towards becoming a fully competent and qualified adviser
What We're Looking For
- CeMAP (or equivalent) qualified, or actively working towards completion
- Previous experience within financial services is beneficial but not essential
- A genuine interest in developing a career in mortgage and protection advice
- An understanding of regulatory standards and compliance expectations
- Strong organisational skills with excellent attention to detail
- A professional, client‐focused approach with strong communication skills
What's on Offer
- Competitive basic salary with uncapped commission potential
- Structured training and development programme
- Ongoing mentorship and support from experienced professionals
- Clear progression pathway to a fully qualified Mortgage Adviser role
- Access to a comprehensive, whole‐of‐market lender panel
- A supportive and professional working environment focused on delivering quality client outcomes
Trainee Mortgage Adviser in Liverpool employer: RGH-Global Ltd
Join a dedicated children's care organisation that prioritises the well-being and development of young residents in Liverpool. With a strong emphasis on employee growth, we offer comprehensive training and mentoring opportunities, fostering a supportive work culture that values teamwork and compassion. Enjoy flexible working hours and the chance to make a meaningful impact in the lives of children while working in a nurturing environment.
