Mortgage Advisor Trainee
Honeycomb is delighted to be partnering with a well-established financial services firm based in Belfast to recruit for a Mortgage Advisor Trainee.
The Client
Our client is a growing and close-knit financial planning practice, with a strong team of Financial Advisors and administrative professionals supporting a steady and loyal client base.
They are known for developing talent internally and offer a clear, structured pathway into a fully qualified Mortgage Advisor position.
The Role
This is an excellent opportunity for someone who has already started their CeMAP journey and is looking to move into a Mortgage Advisor role.
You will work closely with experienced advisors, gaining hands-on exposure to the full advice process while building your technical knowledge and confidence in a regulated environment.
There is a clear progression route into an advisory role as your experience and qualifications develop.
Duties will include:
* Supporting Mortgage Advisors with the end-to-end mortgage process
* Preparing and submitting mortgage applications to lenders
* Producing illustrations and supporting documentation for client recommendations
* Liaising with lenders, solicitors and clients to gather required documentation
* Managing client cases and ensuring all compliance documentation is accurate and up to date
* Assisting with pipeline management and case progression
* Handling client queries and delivering a high level of service throughout the journey
Essential Criteria
* Experience within a mortgage administration or financial services environment
* Currently studying towards CeMAP (or completed CeMAP 1)
* Strong organisational skills with the ability to manage multiple cases
* Excellent communication skills and a client-focused approach
* High attention to detail and understanding of compliance processes
The Package
* Competitive salary (dependent on experience)
* 20 days holiday + statutory, with additional leave based on service
* On-site parking
* Clear and supported progression into a Mortgage Advisor role
To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Sam Evans at or call .