Trainee Mortgage Advisor

Job Description

BMC Recruitment Group are currently recruiting for a Trainee Mortgage Advisor to join our client, an award-winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne.

This is an exciting opportunity for individuals looking to launch a long-term career in the financial services industry. The company offers a structured development pathway with full sponsorship and support to achieve industry-recognised qualifications, including CeMAP and the R05 Financial Protection exam. Once qualified and supervised, you’ll have access to a rewarding commission scheme and a clear route to becoming a fully-fledged Mortgage Advisor within a fast-paced and supportive environment.

About the Role

• Salary: £26,000 starting salary
• Salary increase to £28,000 upon passing CeMAP (within first 3 months)
• Salary increase to £30,000 upon passing R05 (within first 3 months)
• Commission eligibility begins once 4 supervised cases have been completed post-qualification
• Full-time permanent position
• Working Hours: Monday to Friday 8:30am - 5:30pm (1hr lunch)
• Hybrid Working: Some hybrid flexibility after initial training period
• Free on-site parking
• 33 days annual leave (including bank holidays, increases with length of service)
• Company pension contribution (increases with length of service)
• Financial Services Academy - full support to develop within the wealth management sector
• Company/team events throughout the year

Duties / Responsibilities

• Assist in providing mortgage and protection advice under supervision
• Learn to assess clients’ financial circumstances and recommend suitable products
• Support with preparing mortgage and protection applications
• Liaise with clients, lenders, and internal teams to support case progression
• Build knowledge of compliance procedures and current market regulations
• Shadow experienced advisors and complete training milestones

About You

• Strong desire to begin a career in financial services
• Excellent interpersonal and communication skills
• Numerically confident with sound analytical thinking
• Self-motivated, well-organised, and eager to learn
• Experience in customer service, administration, or sales is beneficial
• Commitment to passing CeMAP and R05 exams within the first 3 month