Trainee Mortgage & Protection Adviser £30,000 OTE

About Us:

We’re a dynamic and client-focused brokerage dedicated to helping individuals and families secure their financial future. Specializing in both mortgage advice and life insurance solutions, we pride ourselves on delivering expert guidance with a personal touch. We are an award-winning brokerage in the heart of West Kirby, ranked #1 in the North West. This is your chance to take your career to the next level with a business known for excellence, integrity, and outstanding client service.

About the Role

We are looking for a highly motivated and driven individual to join our team as a Trainee Mortgage Broker. This is an entry-level opportunity designed for someone with the right attitude, work ethic, and ambition to build a long-term career at MAIN.

You will begin by learning the foundations of the business, supporting experienced brokers, and developing your knowledge of mortgage products, compliance, and client management. With structured training and support, this role offers a clear progression pathway to becoming a fully qualified Mortgage Broker.

Key Responsibilities

Assist experienced mortgage brokers with administrative and client support tasks
Learn and understand mortgage products, lenders, and criteria
Support the end-to-end mortgage process, from initial enquiry to completion
Maintain accurate client records and ensure compliance standards are met
Liaise with lenders, solicitors, and clients to progress applications
Develop strong client communication and relationship management skills

What We’re Looking For

We are less focused on experience and more focused on attitude. The ideal candidate will demonstrate:

A strong desire to build a career in financial services and mortgage advice
Excellent communication and interpersonal skills
High levels of motivation, resilience, and a willingness to learn
Strong organisational skills and attention to detail
A proactive and positive mindset
Ability to work both independently and as part of a team

Desirable

Previous experience in a customer service, sales, or administrative role
Basic understanding of mortgages or financial services
Progress towards or interest in obtaining CeMAP qualification

What We Offer

Structured training and development programme
Clear career progression pathway to Mortgage Broker
Ongoing mentorship from experienced professionals
Support in gaining industry-recognised qualifications
Competitive salary with future earning potential through commission
A supportive and growth-focused working environment

Career Progression

This role is designed as the first step in your career journey. With commitment and performance, you will progress through internal milestones leading to a fully qualified Mortgage Broker position.

Package:

Monday - Friday 9am - 5pm in our West Kirby Office
Group commission structure
26 days in addition to all recognized bank holidays.

Job Types: Full-time, Permanent

Pay: Up to £30,000.00 per year

Benefits:

Company pension

Work Location: In person

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Trainee Mortgage & Protection Adviser