Trainee Mortgage Advisor - Perth, Scotland
Are you ready to launch your career in financial services?
A leading, well-respected financial services firm in Perth is looking for a motivated and ambitious individual to join their growing team as a Trainee Mortgage Advisor.
About the Company
My client is renowned for providing exceptional customer service and tailored financial solutions. With a reputation built on trust, professionalism, and expertise, they offer a supportive environment where you'll gain hands-on experience and develop your skills alongside experienced mortgage professionals.
As a Trainee Mortgage Advisor, you'll begin by supporting the team through administrative duties, gaining valuable insight into how mortgage cases are managed and processed - an essential foundation for a successful career in mortgage advice.
Key Responsibilities
Study towards your CeMAP qualification
Learn and adapt quickly in a fast-paced environment
Prepare and send documentation to clients and lenders
Upload client information to internal and lender systems
Accurately input data across multiple platforms
Handle incoming calls and assist with client enquiries
Support the team with daily administrative tasks
Use Microsoft Office (especially Excel and Word) confidently and effectively
What We're Looking For
Strong organisational skills with the ability to prioritise and meet deadlines
Excellent communication skills, both written and verbal
Exceptional attention to detail and accuracy
Proactive problem-solving ability and a can-do attitude
A team player who is reliable, driven, and eager to learn
What's on Offer
£25,000 (increase to £27,000 upon CeMap completion)
Company pension scheme
Private medical insurance
Generous annual leave including bank holidays
Performance-based bonus (upon CeMAP qualification)
Tailored staff incentives and development opportunities
The Role
This is a permanent, full-time office-based position in Perth.
Hours: Monday to Friday, 9am - 5pm (some flexibility may be required during busy periods).
Interested?
If you're self-motivated, customer-focused, and ready to build a rewarding career in the mortgage industry - apply today and take your first step towards becoming a qualified Mortgage Advisor!
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age