Job Description

Join the UK's #1 Rated Mortgage Broker

This is an outstanding opportunity to kickstart your career as a Trainee Mortgage & Protection Adviser with the UK's most trusted Mortgage Broker*.

Successful candidates would be entered into our training academy which takes you through the qualification to become a qualified mortgage and protection adviser. You'll gain hands-on experience across the full spectrum of the advisory journey while working alongside senior leaders, advisers, and support teams. Our structured learning plan is designed to build your confidence, deepen your industry knowledge, and prepare you for client-facing success.

At First Mortgage, excellence isn't just an ambition--it's a standard. In 2025 alone, we were honoured with three prestigious industry accolades: Best Broker for Tech Innovation, Best Broker for Customer Service, and Best Broker for Protection. These awards reflect our commitment to innovation, client satisfaction, and comprehensive financial support. As part of our team, you'll be contributing to a legacy of excellence that continues to set benchmarks across the UK mortgage industry.

To begin, you'll rotate through key departments to strengthen your foundations:

Lead Booking Team

- Learn to identify quality leads and book client appointments effectively.

Case Management Team

- Help progress client applications, liaise with lenders and solicitors, and ensure smooth, timely outcomes.

CeMAP Training

- You'll be entered into a 12-week programme to complete relevant examinations and obtain the CeMAP qualification required to become a Mortgage and Protection Adviser. This is paid for by First Mortgage.

Key Responsibilities

You'll be involved in a wide variety of activities, including:

Handling inbound and outbound enquiries, assessing lead quality, and booking client consultations Managing mortgage renewal appointments for our existing client base Conducting initial client fact-finds and affordability assessments Overseeing the online lead booking system and reporting on performance metrics Enhancing lead conversion rates through proactive follow-up and optimisation Researching mortgage cases and proposing potential lender placements Collaborating with advisers to deliver outstanding client solutions Referring clients to partner services (home movers, estate agents, wills, wealth) Coordinating adviser schedules to meet appointment targets Providing a consistent five-star experience for both clients and colleagues 2 hours per week seminars linked with the CeMAP training with a minimum of 5 hours per week independent study You'll receive in-house sales training to enhance your techniques for discussing client mortgage and protection needs

What You'll Bring?

You'll thrive in this role if you're:

Passionate about helping others and excited to learn An excellent communicator with great people skills Organised, self-driven, and able to work independently to deadlines Comfortable in a dynamic, fast-paced financial services environment Attentive to detail and committed to doing things right the first time

What's in It for You?

We offer a supportive and ambitious environment with clear progression pathways:

Bespoke training programme to kick-start your career Supportive, inclusive culture with a focus on wellbeing Access to cutting-edge tools and resources 23 days of annual leave plus bank holidays Access to company healthcare scheme Pension contributions Starting Salary 24,000

Timeline for the application Process

Application Closing Date:

31st October

Candidate Assessments:

3rd November

Interviews expected to take place:

Between

3rd - 21st November

Successful Candidates Notified:

From

24th November

First Mortgage Academy Starts:

12th January

UK's most trusted adviser claim based on First Mortgage being ranked at number 1 in the UK "Mortgage Broker" category by TrustPilot*

Job Types: Full-time, Permanent

Pay: 24,000.00 per year

Work Location: In person