Trainee Mortgage Advisor

Trainee Mortgage Advisor

Salary: £25k - £30k + OTE + Company Benefits

Location: Worthing

Hours: Mon-Fri 8.30am - 17.30pm and 1 in 4 Sat 10am - 4pm (hybrid working options after successful CAS status and probation period)

Free parking on site

Are you ready to launch your career in the mortgage industry with a forward-thinking, supportive, and ambitious team?

This is a fantastic opportunity to join a progressive and independent whole-of-market mortgage brokerage based in Worthing. As part of their growth, they’re looking for proactive, people-focused individuals with a passion for delivering exceptional service — and they’ll fully support your journey to becoming CeMAP qualified and achieving CAS status.

Whether you're an estate agent looking to transition into mortgage advice or someone from a financial service, insurance, or sales background with the drive to succeed — this could be your next step.

What You’ll Get:

• Full support and mentoring throughout your CeMAP training
• Hybrid working options following CAS status and probation
• A steady flow of quality leads via introducers, web, social media, and an established client base
• A collaborative and friendly environment that invests in your growth

Key Responsibilities:

• Responding to new enquiries and booking client appointments
• Conducting fact-finds and affordability assessments
• Providing tailored mortgage and protection advice
• Gaining decisions in principle and managing applications
• Keeping clients informed throughout the process
• Maintaining accurate records using a CRM system
• Adhering to FCA compliance and working within lender criteria
• Building strong relationships with clients, lenders, and colleagues

What We’re Looking For:

• Strong communication skills and the ability to build trust
• Ideally CeMAP qualified or working toward qualification (full support provided)
• Ambitious, self-motivated, and eager to progress
• Experience in sales, financial services, or property preferred
• Ability to manage your workload and meet key deadlines
• Confident IT skills with the ability to learn systems quickly
• Team-focused with a positive, proactive attitude
• Strong understanding of FCA compliance (or a willingness to learn)

This is more than just a job — it’s a genuine career opportunity. You’ll join a respected and supportive brokerage that values your ambition and rewards your success, with excellent earning potential and a long-term development path. To be considered for this role please submit your CV ASAP!