Trainee Mortgage Advisor

This is an exciting opportunity and entry point into a reputable wealth management firm in London. Looking for candidates with experience within the mortgage industry, whether in mortgage administration, case management, processing, advisory support or another mortgage-related role. More details below!

TRAINEE MORTGAGE ADVISOR

Salary: £35-39kLocation: City of London

Hybrid: 3 days in office

Join a collaborative team culture where your development is prioritised- progress from mortgage advisory into broader wealth management or financial planning within 12-24 months with full backing from experienced mentors.

What you'll do:

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• Support and learn from an experienced team of advisers, helping to deliver tailored mortgage and protection advice to clients from initial consultation through to completion.
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• Build and maintain strong relationships with clients, lenders and internal teams to ensure a seamless, high-quality service.
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• Assist with the end-to-end mortgage process, including fact-finding, lender research, application support and ongoing case management.
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• Keep up to date with mortgage market developments, lender criteria and FCA regulations to ensure advice remains accurate and compliant.
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• Support the assessment and management of more complex cases, applying strong problem-solving skills while maintaining regulatory compliance.
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• Develop your knowledge of protection products, including life insurance, critical illness cover and income protection.
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• Benefit from a structured training programme designed to support your progression into wealth management and broader financial planning within 12-24 months.
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What you bring:

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• Previous experience within the mortgage industry is highly preferable, whether in mortgage administration, case management, processing, advisory support or another mortgage-related role.
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• CeMAP qualified is preferred (but not essential), or currently studying towards CeMAP, the CII or an equivalent mortgage qualification.
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• At least 6 months experience in a client-facing and/or target-driven role with a proven track record of achieving objectives.
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• Strong communication and relationship-building skills with a genuine client-first approach.
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• Good understanding of mortgage and protection products, alongside the FCA regulatory environment.
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• Strong IT skills, including experience using CRM systems and other technology-driven platforms.
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• A genuine ambition to build a long-term career in mortgage advice, with the opportunity to progress into wealth management.
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• Willingness to study towards the CII Diploma in Regulated Financial Planning (R0 exams), fully supported by the business as part of your career development.
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Please apply today by submitting your CV!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates