Trainee Mortgage & Protection Adviser

Woldingham Financial Services is seeking an ambitious and motivated individual to join the business as a Trainee Mortgage & Protection Adviser. This is an excellent opportunity for someone looking to start their mortgage advice career, with full training and support provided through a structured development pathway.

You'll begin in a Mortgage Administrator position, learning the full customer journey from initial enquiry through to completion. This hands-on experience will provide a solid foundation before progressing through the business's Adviser Academy, once qualified, ultimately leading to a fully qualified Mortgage & Protection Adviser role.

No CeMAP qualification is required to apply. We're looking for people with the right attitude, a self motivated learner, strong customer service skills and a genuine desire to build a successful career in mortgage advice.

• Starting salary of £26,000
• Funding options available and support towards professional mortgage qualifications
• Structured career pathway from Administrator to Mortgage & Protection Adviser
• 6% employer pension contribution
• 20 days annual leave plus bank holidays

• Referral bonus paid on any client successfully referred to Woldingham
• Additional day of annual leave awarded for each completed year of service (up to five years)
• Five additional working days off over Christmas, separate from annual leave entitlement and bank holidays
• Full-time role working Monday to Friday, 9:00am to 5:00pm with a one-hour lunch break
• Supportive and experienced team environment
• Long-term career progression within a growing and successful business

• Liaise with clients, lenders, solicitors and providers to progress applications
• Gather and process documentation accurately and efficiently
• Keep clients updated throughout the mortgage journey
• Manage diaries, appointments and follow-up activities
• Maintain accurate client records and ensure compliance requirements are met
• Learn the end-to-end mortgage process through practical experience
• Progress through the Adviser Academy and work towards becoming a fully qualified Mortgage & Protection Adviser
• Deliver excellent customer service at every stage of the client journey

• Previous customer service, administration or office-based experience preferred but not essential
• Excellent communication skills, both verbal and written
• Strong attention to detail and organisational skills
• Confidence speaking with clients, lenders and solicitors
• Good IT skills and experience using Microsoft Office
• A willingness to learn and study towards professional qualifications
• A positive, proactive and professional attitude
• An interest in property, mortgages and helping clients achieve their homeownership goals

About You

We're looking for someone who is:

• Friendly, approachable and professional
• Eager to learn and develop new skills
• Highly organised with excellent attention to detail
• A strong communicator who enjoys helping people
• Motivated by career progression and personal development
• Comfortable working independently and as part of a team
• Committed to building a long-term career within the financial services industry

While referral opportunities are available initially, Woldingham wants an adviser with the ambition to grow and maintain their own client bank over time.

This opportunity is ideal for someone looking to take their first step into mortgage advice with a business that is fully invested in developing future talent. You'll gain valuable industry experience, receive ongoing support and training, and have a clear pathway towards becoming a fully qualified Mortgage & Protection Adviser.

If you're ready to start an exciting new career, we'd love to hear from you.

Apply below and we can arrange an initial conversation.