Mortgage Advice Development Role

3 weeks ago


Taunton, Somerset, United Kingdom The Openwork Partnership Full time
Mortgage Advice Career Progression

We are seeking a skilled Trainee Mortgage Adviser to join our team at The Openwork Partnership, based in Taunton. As a Trainee Mortgage Advisor, you will have the opportunity to develop your skills and knowledge in the finance industry, working alongside experienced professionals.

Your responsibilities will include engaging with new and existing clients to complete fact finds and collate documents, providing advice and recommendations on Mortgage and Protection products. With no prior experience required, we are looking for a driven individual who is eager to learn and grow in the field of finance.

As a member of our team, you will have access to a wide range of training materials and support to help you progress in your career. You will be able to work remotely, with flexibility to work from any location across the South or West England with access to the Taunton head office.

The salary for this position is estimated to be around £18,000-£22,000 per year, taking into account the average salary for a Trainee Mortgage Advisor in the UK. Additionally, you will receive benefits such as on-site parking and the ability to work from home.

To be successful in this role, you will need to have CEMAP or equivalent Mortgage qualification. If you are enthusiastic about finance and possess the necessary qualifications, we want to hear from you.

Job Description and Requirements:
  • Engage with new and existing clients to complete fact finds and collate documents.
  • Provide advice and recommendations on Mortgage and Protection products.
  • Have CEMAP or CII Qualification: Essential for providing expert mortgage advice.


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