The New Homes Group
Trainee Mortgage Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Trainee Mortgage Adviser
Fast Track Mortgage Adviser Academy (16-Month Commission Guarantee Included)
An outstanding opportunity to launch a long-term career in Financial Services by becoming a full-time, fully employed, CII qualified Mortgage & Protection Adviser for one of the UK’s leading mortgage providers. This role offers home-based working post-training with a 16-week intensive training programme (mix of office-based and remote learning).
Job Title: Trainee Mortgage Adviser
Training Structure
Your training will consist of office-based sessions followed by remote learning over 16 weeks, with the following structure:
- Week 1: Full-time (4 days in office)
- Weeks 2–5: Max 3 days in office
- Weeks 6–10: Max 2 days in office
- Weeks 11–16: Max 2 days over 6 weeks (remote noted below)
Enhanced Salary & Commission Structure
A basic salary plus guaranteed commission is provided during the training period and beyond:
-
First 16 weeks (Training): Guaranteed basic salary + commission to £30K per annum.
-
Months 4–6: Guaranteed basic salary + commission to £30K per annum.
-
Months 7–10: Guaranteed basic salary + commission to £32.5K per annum.
-
Months 10–16: Guaranteed basic salary + commission to £35K per annum.
-
After Month 16 (working role): £25.5K basic salary + commission-covered ACTE to surpass £45K+.
-
After 2 years: Aim for an OTE of £50K+ alongside peak commission earnings (top performers earn over £65K/year).
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Contract & Location
- Role type: Full-time, permanent, employed contract.
- Training location: Sheffield office (office-based days mandatory).
Qualifications & Support
- CF1 & CF6 qualifications: Full financial support, including study materials and exam costs covered.
- Development Programme: CII mortgage and protection qualification.
Working Hours
-
Training Period (16 weeks): 9:30AM–5:00PM, Monday to Friday (5 days/week). Applicants must commit to the full 16 weeks with no planned holidays.
-
Post-Training: 8-hour days (nine shift options), with no weekend work. Flexible schedule: e.g. 9:30AM–6PM or 11:30AM–8PM.
About the Role
As a Mortgage and Protection Adviser, your focus will be on delivering high-quality sales and customer advice—supported by dedicated Adviser Support Teams responsible for client outreach and appointment scheduling.
Core Responsibilities:
- Delivering clarity and simplicity when advising on complex financial products.
- Meeting targets of writing 16+ mortgages with protection monthly.
- Home or office-based role requiring professional communication and organisation skills.
Long-Term Growth:
- Promotion paths are open—current Sales Team Managers were once internal mortgage advisers.
- Opportunities for progression and market-leading roles within the business.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Required Knowledge, Skills, & Qualifications
- A strong drive to build a career in Financial Services, with a preference for mortgages and protection.
- Proven experience in customer service and sales.
- Exceptional communication skills to simplify complex financial concepts effectively for clients.
- Structured and highly organised mindset, with disciplined self-management.
- Confident Microsoft Office user, with Excel, Word, and Outlook proficiency.
Benefits
- Training & Development: Comprehensive academy induction and upskilling.
- Paid Holiday: 34 days/year (25 days + 8 bank holidays) + a birthday off.
- Career Progression: Unmatched progression opportunities in an expanding business.
- Retirement & Wellness: Contributory pension + 24/7 employee wellness support.
- Flexible Work: Home-based working post-training.
- Financial Incentives:
- Generous referral bonus scheme.
- Tiered commission uplifts with promotional achievements.
- Top performers achieve £65K+ pay and high commission earnings.
Key Reminder
All office-based days during the training programme are mandatory—no holiday permitted during the initial 16 weeks.
Please apply now or contact the Internal Recruitment Team directly: 📞 01206 481010 for further queries.
Subject to (Terms & Conditions)
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location