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Trainee Mortgage Advisor

Trainee Mortgage Advisor


On behalf of our client an independent Mortgage Broker, we at Nationwide Placements are seeking a Trainee Mortgage Advisor.


The company is experiencing an increasing demand for their services and are looking to expand their business which means they are recuiting lots of exciting new opportunities.


The successful candidate will join a team of experienced Mortgage Advisors and learn to advise customer.


Trainee Mortgage Advisor Role:



  • Conducting in depth fact finds with customers, ascertaining their individual requirements and situations

  • Undertaking in depth, in house, fully supported training in policies, processes and compliance

  • Utilising the broker marketplace to source the best options to meet customer requirements

  • Liaising with lenders to discuss criteria and gain decisions in principle

  • Confirming appropriate mortgage offer with the customer, including explanation of the
    features and benefits of the product

  • Managing and completing all relevant compliance documentation

  • Seeking opportunities for the provision of protection products

  • Working towards individual and team quality and productivity targets


The ideal Trainee Mortgage Advisor:



  • A strong desire to pursue a career in mortgage advising

  • An understanding of the FCA and TCF guidelines which you will adhere to daily

  • Ideally, previous experience in an advisory capacity, preferably in financial services, banking, insurance or property environment

  • Naturally strong communication skills (both verbal and written) and able to quickly build rapport with a wide variety of individuals

  • Excellent records management, accuracy and attention to detail

  • The ability to deliver an exceptional standard of customer service

  • The ability to manage your own workload with absolute efficiency

  • The skills to recognise features and benefits to the customer and be able to communicate these across effectively


The ideal candidate will receive salary increases based on performance and be part of a performance bonus scheme.


Want to find out more? Apply online today!


Nationwide Placements positively welcomes applications from candidates, no matter what their age, gender, ethnicity, or lifestyle.


We always recommend having your CV professionally prepared, up to date and ready to be put in front of potential employers.

We will keep you updated at all times with the progress of your application whether successful or not.




If you are a business looking to recruit staff like this then we want to hear from you.

Nationwide Placements UK are one of the largest permanent placements solution providers in the UK.