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: £35-39k
Location: 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:

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

What you bring:

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

Please apply today by submitting your CV!

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