Location: West Leeds

Employment Type: Full-Time, Permanent

Salary: £24,000 basic + Bonuses | OTE £28,000+ | Pension | Life Assurance

Sector: Financial Services | Mortgage Advice | Mortgage Broking

Posted By: Cameron James Professional Recruitment

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About the Opportunity

Cameron James Professional Recruitment is delighted to partner with a leading, forward-thinking mortgage and protection company based in West Leeds to recruit a highly motivated Trainee Mortgage Advisor.

 

Are you looking to become a Mortgage Advisor with a clear route to high earnings, career growth, and industry qualifications? If you’ve completed CeMAP 1 (minimum) and have a passion for delivering outstanding customer service, this is your opportunity to step into a Mortgage Broker career and join a company that will nurture your development and reward your ambition.

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About the Role

As a Trainee Mortgage Advisor, you will act as a Mortgage Customer Success Representative, working within a thriving team to proactively engage existing and new clients. This role is ideal for individuals who thrive in a fast-paced, telephone-based environment and who are keen to evolve into a fully qualified Mortgage Advisor.

 

This is your opportunity to build strong, long-term relationships with clients and help them achieve their homeownership goals while earning fantastic commissions and bonuses. If you’re enthusiastic, professional, and driven to succeed, this role offers high earnings potential and a future as a fully-fledged Mortgage Broker.

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Key Responsibilities

• Client Engagement: Manage warm remortgage leads from the CRM system via calls and emails. Contact clients within agreed service levels to maximise appointments and advisor engagement.

• Database Management: Keep client records accurate and up-to-date, action removal requests, and ensure GDPR compliance.

• Relationship Nurturing: Maintain regular contact with clients to support their mortgage journey, and hand over qualified leads to Mortgage Advisors.

• Cross-Selling & Upselling: Identify additional product opportunities to increase sales and offer added value to clients.

• Sales Support: Work closely with advisors and managers to ensure consistent client experiences and improve conversion rates.

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Knowledge & Industry Understanding

• Solid grasp of the UK Financial Services and Mortgage Market structures, including key stakeholders like financial advisers, lenders, product providers, and compliance regulations.

• Awareness of FCA regulations, Treating Customers Fairly (TCF) principles, and financial ethics.

• Familiarity with mortgage products, including remortgages, protection products, and lending criteria.

• Understanding of industry platforms, CRMs, and operational processes.

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Professional Skills & Competencies

• Customer Excellence: Always deliver a high standard of service in line with the company’s customer-first culture.

• Communication: Strong verbal and written skills, with a confident, engaging telephone manner.

• Time Management: Prioritise tasks and manage workload efficiently to meet business goals.

• Collaboration: Work as part of a team to deliver results and support Mortgage Advisors.

• Process Adherence: Follow all systems and compliance processes accurately and consistently.

• Administration: Produce professional documentation and maintain client confidentiality throughout the mortgage lifecycle.

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Essential Qualifications & Experience

• CeMAP 1 qualified (minimum) – Essential

• GCSEs (or equivalent) in Maths and English

• Proficient in Microsoft Office and CRM platforms

• Strong communication, sales, and client relationship skills

• Previous experience in financial services, sales support, or mortgage administration is desirable

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Why Join?

• Fast-Track Progression: Become a fully qualified Mortgage Advisor or Mortgage Broker with supported training and mentoring.

• Career Development: Long-term growth opportunities within a respected, expanding mortgage brokerage.

• Supportive Culture: Be part of a collaborative, high-energy team committed to your success.

• High Earnings Potential: Bonuses and commission structure offer a realistic high earnings path.

• Work-Life Balance: Monday to Friday schedule with no weekend work required.

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Apply Now

If you're ready to launch your career as a Mortgage Advisor, with a clear path to becoming a Mortgage Broker and earning high earnings in a dynamic, professional setting – we want to hear from you.

 

Apply today through Cameron James Professional Recruitment and take the next step in your mortgage career!

 

Bryn McMillan

Financial Services Recruitment Director

Cameron James Professional Recruitment

0113 2123290

www.cameron-james.co.uk