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Trainee mortgage advisor

Gloucester
Permanent
Internship
THOMAS Professional
Mortgage advisor
£26,000 - £28,000 a year
Posted: 2h ago
Offer description

Location: Gloucester

Type: Full time, Permanent Salary: £26,000 – £28,000 (DOE) + Uncapped Commission

Expected Earnings: OTE £40,000+

Support: Full Funding for CeMAP, Admin Support, Lead Flow, and Mentorship

Are you an experienced Mortgage Administrator or Financial Services Coordinator currently hitting a glass ceiling?

If you possess strong technical knowledge but are ready to transition from the back office to a client facing, high earning role, this is your perfect next step.

On behalf of our client, a high performing, boutique brokerage operating within a premier, award winning Estate Agency in Gloucester, we are searching for a driven and resilient professional to transition into a fully fledged Mortgage & Protection Adviser.

This isn't a "sink or swim" position. Our client provides full financial funding for your CeMAP qualification and structured one on one mentorship from an experienced Business Principal dedicated to your professional development.

Whats on offer?

This role offers the ideal blend of financial security and high reward incentives:

Basic Salary: £26,000 – £28,000 (depending on experience).

Uncapped Commission: A transparent structure rewarding completions on mortgage and protection business.

Professional Funding: Full coverage of your CeMAP exams and study materials.

Warm Lead Flow: High quality introductions provided daily by the on site Estate Agency team.

Benefits Package: Includes pension scheme, holiday entitlement, and coverage of all professional subscriptions.

Earning Potential: With a consistent volume of introduced business, year one OTE is £40,000+.

Key Responsibilities

As you transition into the Adviser role, your focus will shift from processing cases to consulting with clients:

Expert Advice: Providing high quality, compliant mortgage and protection advice to a diverse client base.

Lead Conversion: Proactively managing and converting warm leads introduced by the branch sales team.

Stakeholder Management: Building strong rapport with estate agency partners to ensure a seamless client journey.

Compliance: Ensuring all files are maintained to the highest regulatory standards—"doing things properly" is a core value here.

Market Knowledge: Developing an up to the minute understanding of lender criteria and regulatory changes.

Candidate Requirements

This is a career progression role. We are looking for the right foundation and attitude:

Financial Services Background: Essential. You must have a solid grasp of the mortgage process (e.g., as an Administrator, Paraplanner, or Case Manager).

Ambition: A genuine desire to move into a regulated advising role and a commitment to passing your CeMAP exams.

Resilience: The "grit" and energy required to thrive in a fast paced, high volume agency environment.

Interpersonal Skills: The ability to build trust quickly and communicate complex information clearly to clients.

Infrastructure & Support Provided

Our client provides a comprehensive "plug and play" setup to ensure your success:

Technology: Access to Finova/Ekeeper (CRM), Twenty7Tec, Mortgage Broker Tools, and Knowledge Bank.

Administrative Support: Dedicated assistance to help progress your cases and reduce the burden of paperwork.

Compliance & Cover: Full PI Insurance, FCA oversight, and compliance management are provided.

Prime Office Space: A dedicated desk within a high footfall, prestigious Gloucester location.

If you are interested in this role, please apply today!

At THOMAS Professional, we are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know, and we’ll be happy to accommodate your needs.

THOMAS Professional is acting as an agency on behalf of the client for this position.

THOMAS Professional is proud to be a corporate member of the REC, the recruitment industry's leading professional body.

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