Job Description
BMC Recruitment Group are currently recruiting for a Trainee Mortgage Advisor to join our client, an award-winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne.
This is an exciting opportunity for individuals looking to launch a long-term career in the financial services industry. The company offers a structured development pathway with full sponsorship and support to achieve industry-recognised qualifications, including CeMAP and the R05 Financial Protection exam. Once qualified and supervised, you'll have access to a rewarding commission scheme and a clear route to becoming a fully-fledged Mortgage Advisor within a fast-paced and supportive environment.
About the Role
- Salary: £26,000 starting salary
- Salary increase to £28,000 upon passing CeMAP (within first 3 months)
- Salary increase to £30,000 upon passing R05 (within first 3 months)
- Commission eligibility begins once 4 supervised cases have been completed post-qualification
- Full-time permanent position
- Working Hours: Monday to Friday 8:30am - 5:30pm (1hr lunch)
- Hybrid Working: Some hybrid flexibility after initial training period
- Free on-site parking
- 33 days annual leave (including bank holidays, increases with length of service)
- Company pension contribution (increases with length of service)
- Financial Services Academy - full support to develop within the wealth management sector
- Company/team events throughout the year
Duties / Responsibilities
- Assist in providing mortgage and protection advice under supervision
- Learn to assess clients' financial circumstances and recommend suitable products
- Support with preparing mortgage and protection applications
- Liaise with clients, lenders, and internal teams to support case progression
- Build knowledge of compliance procedures and current market regulations
- Shadow experienced advisors and complete training milestones
About You
- Strong desire to begin a career in financial services
- Excellent interpersonal and communication skills
- Numerically confident with sound analytical thinking
- Self-motivated, well-organised, and eager to learn
- Experience in customer service, administration, or sales is beneficial
- Commitment to passing CeMAP and R05 exams within the first 3 month