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Trainee Mortgage Advisor

Where

Chester

Type

Permanent

Salary

35000 Annual

Trainee Mortgage Advisor Full Time Location: Chester Business Park Application deadline: 22/08/2025

About Love Mortgages

Love Mortgages is a friendly and reputable mortgage brokerage based in the heart of Chester. We pride ourselves on offering expert, tailored mortgage advice and exceptional customer service to help our clients achieve their property ownership dreams. Our supportive and collaborative team culture ensures every team member has a valued voice and a clear path for growth.

The Opportunity

We re excited to offer an excellent opportunity for an ambitious and customer-focused Trainee Mortgage Advisor to join our growing team in Chester. This role is ideal for someone looking to start or build a career in the mortgage industry, with the full support of an experienced team behind you. You'll receive hands-on training, mentoring, and guidance as you develop the skills needed to become a successful, fully qualified mortgage advisor.

Candidates with 6+ months of experience in a financial services or mortgage-related environment are especially encouraged to apply.

Key Responsibilities

Under supervision and training, you will:

  • Learn how to conduct client fact-finds to understand financial circumstances and property goals
  • Support advisors in researching suitable mortgage products from a wide range of lenders
  • Assist in preparing and checking mortgage applications and related documentation
  • Help maintain accurate client records using our CRM system
  • Shadow experienced advisors during client appointments
  • Develop an understanding of the end-to-end mortgage process and the role of compliance
  • Complete internal compliance training and regulatory learning modules (FCA, AML, GDPR etc.)
  • Set aside time daily for independent mortgage research and feedback discussions
  • Begin to engag with clients for document gathering and application follow-ups (when appropriate)

About You We re looking for someone who is:

  • Enthusiastic, driven, and eager to learn
  • Passionate about helping clients and delivering excellent customer service
  • Organised and detail-oriented with good time management skills
  • A confident communicator who enjoys working with people
  • Comfortable using IT systems and willing to learn new software
  • MUST have successfully completed CeMAP (or equivalent)
  • Has 6+ months experience in financial services, estate agency, or a mortgage-related admin/support role (preferred)

A connection to or understanding of the Chester/North wales area is a bonus A full UK driving licence and access to a vehicle is helpful but not essential

What We Offer

  • Starting salary: £25,000 £35,000 per year (depending on experience and qualifications)
  • Commission structure as your training progresses
  • Comprehensive onboarding and ongoing support
  • Access to professional development, including CeMAP support
  • Regular training on mortgage products and compliance regulations
  • A welcoming team and a positive working environment
  • Free parking at Chester Business Park
  • Opportunities to grow into a fully qualified Mortgage Advisor role Schedule
  • Monday to Friday
  • Occasional weekend work may be required in the future

If you're looking to start a rewarding career in mortgage advice and want to join a supportive, forward-thinking company, we d love to hear from you.

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