Trainee Mortgage Adviser

Liverpool – Whole of Market – Training & Progression Provided – £27,500 Basic Salary + Commission

An established and reputable independent financial advice firm is seeking a Trainee Mortgage Adviser to join its growing team. The business is committed to delivering clear, tailored mortgage and financial guidance, with a strong emphasis on long-term client relationships, professionalism, and transparent advice.

The Role

Working alongside experienced advisers, you will gain hands‑on exposure to the full mortgage advice process while building the knowledge and skills required to progress, including:

- Supporting cases from initial enquiry through to completion
- Assisting with fact‑finding, research, and preparation of recommendations
- Developing an understanding of whole‑of‑market mortgage and protection advice
- Supporting a range of cases including residential, buy‑to‑let, and remortgages
- Maintaining accurate and compliant client records in line with regulatory requirements
- Building and maintaining relationships with clients and introducers




- Actively working towards becoming a fully competent and qualified adviser

What We're Looking For

- CeMAP (or equivalent) qualified, or actively working towards completion
- Previous experience within financial services is beneficial but not essential
- A genuine interest in developing a career in mortgage and protection advice
- An understanding of regulatory standards and compliance expectations
- Strong organisational skills with excellent attention to detail
- A professional, client‑focused approach with strong communication skills

What's on Offer

- Competitive basic salary with uncapped commission potential
- Structured training and development programme
- Ongoing mentorship and support from experienced professionals
- Clear progression pathway to a fully qualified Mortgage Adviser role
- Access to a comprehensive, whole‑of‑market lender panel
- A supportive and skilled working environment focused on delivering quality client outcomes

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📌 Trainee Mortgage Adviser (City of Liverpool)
🏢 Rgh-Global
📍 City of Liverpool