Trainee Mortgage Adviser- Upperton Mortgage Advice
Pay: From £25,000 per year (full time) with progression & bonus structure on top
Job Type: Full-time or Part Time (depending on the applicant), Permanent
About the Role
Upperton Advice is a growing mortgage brokerage focused on helping first-time buyers become mortgage-ready through clear, straightforward advice.
As the business continues to expand with some exciting upcoming changes this year, we are looking for a Trainee Mortgage Adviser to join the team and develop into a fully competent adviser.
This role is ideal for someone who already holds (or is working towards) CeMAP and wants structured support, real client exposure, and a clear pathway into providing regulated mortgage and insurance advice.
You'll begin by supporting client cases, learning our advice process, and working closely with an experienced adviser, with the goal of progressing into delivering mortgage and insurance advice yourself.
This is not just a job — it's a genuine long-term career opportunity within a growing business.
What You'll Be Doing (Initially)
* Supporting mortgage and insurance applications from enquiry through to completion
* Assisting with client communication via phone, email and video calls
* Preparing documents and liaising with lenders, solicitors and providers
* Learning the full mortgage advice process and compliance requirements
* Supporting existing clients with reviews and ongoing service
* Working closely with the adviser and admin team to ensure smooth case progression
* Developing knowledge across mortgages, protection, and the home-buying journey
Progression Path
We are committed to developing the right person into a fully qualified Mortgage Adviser.
Your progression will include:
* Structured mentoring and training
* Gradual introduction to client meetings
* Supervised advice delivery
* Long-term opportunity to grow earnings and responsibility within the business
What We're Looking For
* CeMAP qualified (or actively studying towards it)
* Strong interest in becoming a Mortgage & Insurance Adviser
* Excellent communication and people skills
* Organised and detail-oriented
* Comfortable speaking with clients and building relationships
* Positive attitude and willingness to learn
* Comfortable working digitally and using CRM systems
* Someone who wants a career, not just a job
Previous experience in financial services, estate agency, banking, or customer-facing roles is beneficial but not essential.
About Upperton Advice
We specialise in helping first-time buyers get mortgage-ready with clear, straightforward advice for a smooth path to homeownership.
We are a small but ambitious business that values:
* Clarity – Making mortgages easy to understand
* Trust – Doing the right thing for clients every time
* Growth – Supporting both clients and team members to progress
* Personal Service – Building genuine long-term relationships
You'll be joining at an exciting stage of growth, with real opportunity to shape your future within the company.
What You'll Get
* Competitive starting salary
* Clear progression into Mortgage Adviser role
* Bonus structure as responsibilities increase
* Full training and mentoring
* Admin and systems support
* Company pension
* Equipment provided
* Supportive and collaborative working environment
* Long-term career development within a growing brokerage
Working Hours
* Monday to Friday, 9am–5pm
* Office Based
* No weekends required
Ready to Apply?
If you're CeMAP qualified (or studying) and looking for a genuine opportunity to build a career as a Mortgage Adviser, we'd love to hear from you.
Job Types: Full-time, Part-time
Pay: From £25,000.00 per year
Expected hours: 21 – 35 per week
Benefits:
* On-site parking
Work Location: In person