Mortgage Train Academy
Trainee Mortgage Adviser
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Company Description
Mortgage Train Academy is a specialist training organization dedicated to supporting newly qualified mortgage brokers as they transition from formal education to practical advising. The academy focuses on providing structured, real-world guidance, mentoring, and resources tailored to the mortgage advisory profession. Through a combination of training programs and practical case scenarios, Mortgage Train Academy helps participants build confidence and competence in client-facing situations. The environment is collaborative and growth-oriented, offering trainees the tools they need to succeed in a competitive financial services market.
Role Description
The Trainee Mortgage Adviser role is a full-time remote position focused on developing practical advisory skills under experienced supervision. Day-to-day tasks include:
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- Supporting senior advisers with client fact-finding
- Preparing mortgage illustrations
- Assisting in the assessment of suitability based on clients’ financial circumstances and goals
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The trainee will help research mortgage products, review lender criteria, and contribute to producing clear, compliant recommendations and documentation. Additional responsibilities include:
- Maintaining accurate records
- Learning to handle inbound client inquiries
- Participating in ongoing training sessions, workshops, and coaching to progress toward independent advising
Qualifications
- Strong foundation in Mortgages and Finance, with an interest in residential and buy-to-let lending.
- Knowledge of Financial Planning principles and client budgeting to support suitable mortgage recommendations.
- Understanding of Mortgage Marketing and basic client acquisition strategies beneficial for building a future client base.
- CeMAP qualified (or equivalent recognized mortgage advice qualification) or close to completion.
- Excellent numerical, analytical, and communication skills, with the ability to explain complex information clearly.
- High attention to detail, strong organizational skills, and the ability to work independently in a remote environment.
- Comfort with digital tools, CRM systems, and online communication platforms; previous customer service or financial services experience is an advantage.
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