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
Explicit progression pathway to a fully qualified Mortgage Adviser role
Access to a comprehensive, whole‐of‐market lender panel
A supportive and professional working environment focused on delivering quality client outcomes
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📌 Trainee Mortgage Adviser (New South Wales)
🏢 Rgh-Global
📍 New South Wales