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Trainee mortgage advisor

Worthing
Permanent
Internship
Mortgage advisor
£25,000 - £30,000 a year
Posted: 7 May
Offer description

Trainee Mortgage Advisor Salary: £25k - £30k OTE Company Benefits Location: Worthing Hours: Mon-Fri 8.30am - 17.30pm and 1 in 4 Sat 10am - 4pm (hybrid working options after successful CAS status and probation period) Free parking on site Are you ready to launch your career in the mortgage industry with a forward-thinking, supportive, and ambitious team? This is a fantastic opportunity to join a progressive and independent whole-of-market mortgage brokerage based in Worthing. As part of their growth, they’re looking for proactive, people-focused individuals with a passion for delivering exceptional service — and they’ll fully support your journey to becoming CeMAP qualified and achieving CAS status. Whether you're an estate agent looking to transition into mortgage advice or someone from a financial service, insurance, or sales background with the drive to succeed — this could be your next step. What You’ll Get: Full support and mentoring throughout your CeMAP training Hybrid working options following CAS status and probation A steady flow of quality leads via introducers, web, social media, and an established client base A collaborative and friendly environment that invests in your growth Key Responsibilities: Responding to new enquiries and booking client appointments Conducting fact-finds and affordability assessments Providing tailored mortgage and protection advice Gaining decisions in principle and managing applications Keeping clients informed throughout the process Maintaining accurate records using a CRM system Adhering to FCA compliance and working within lender criteria Building strong relationships with clients, lenders, and colleagues What We’re Looking For: Strong communication skills and the ability to build trust Ideally CeMAP qualified or working toward qualification (full support provided) Ambitious, self-motivated, and eager to progress Experience in sales, financial services, or property preferred Ability to manage your workload and meet key deadlines Confident IT skills with the ability to learn systems quickly Team-focused with a positive, proactive attitude Strong understanding of FCA compliance (or a willingness to learn) This is more than just a job — it’s a genuine career opportunity. You’ll join a respected and supportive brokerage that values your ambition and rewards your success, with excellent earning potential and a long-term development path. To be considered for this role please submit your CV ASAP!

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