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The Wealth Management Recruiter | SJP Preferred Partner | IFA ‣ Advisers ‣ Paraplanners ‣ Support Staff | Founder of Ellis James Partners
Trainee Mortgage Adviser
Ready to leap into a new career?
If you’ve ever thought about becoming a Mortgage Adviser but assumed it was out of reach, this is your sign to go for it.
Whether you’re feeling stuck, looking for more purpose, or just ready to try something new, our client is offering a clear path into Financial Services, starting with their award-winning Academy Program.
You don’t need experience in mortgages or finance. We’re looking for the right attitude, motivation, and people skills.
If you’re confident, personable, and ready to work hard for a successful new career, we want to hear from you.
What’s on offer:
* Full training & qualification support
* Real mentoring, from real advisers
* Warm leads and support from day one - no cold starts
* A proven programme built to help you succeed
* A culture that will challenge and grow you - professionally and personally
About the Academy:
This fast-paced, highly supportive programme gives you:
* A route to fully qualified Mortgage Adviser status in just six months
* Mentoring from senior professionals across the business
* Hands-on learning with a steady flow of client opportunities
* Ongoing professional development - learning doesn’t stop when training ends
Who we’re looking for:
We're looking to speak with:
* Business professionals with a track record of career growth and loyalty
* Motivated self-starters who are confident communicators
* People who thrive under pressure and enjoy working in a team
* Applicants with their own vehicle, living within 30 minutes of Taunton, Cheltenham, or Bristol
How it works:
1. First Interview
An initial conversation to understand your goals, mindset, and motivation.
2. Assessment Centre + Final Interview
Work collaboratively with other applicants to demonstrate your communication, teamwork, and problem-solving skills - followed by a final panel interview.
3. Offer Within 48 Hours
If you’ve made the right impression, you won’t be waiting long.
This is more than a job. It’s a career change with real support, real training, and real reward.
Ready to take the leap?
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance, Business Development, and Consulting
* Industries: Financial Services and Real Estate
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