Trainee Mortgage & Protection Adviser
Salary: £25,000 – £30,000 Basic OTE £75k+
Location: Leeds


Working Arrangements: Hybrid (Office-based support during training)
Swarm Recruitment is searching for a Trainee Mortgage & Protection Adviser for a well-established mortgage and protection broker, providing clear, professional and transparent advice to clients across the UK. With a strong focus on customer care and long-term relationships, they are continuing to grow their adviser team and are keen to welcome motivated individuals at the early stages of their career into their expanding business.




About our Client
Our client is a customer-focused, whole-of-market mortgage and protection broker, dedicated to making the mortgage process simple, straightforward and stress-free. They pride themselves on delivering honest, impartial recommendations tailored to each client’s individual circumstances, while offering expert support throughout the full journey. They place a strong emphasis on training, development and long-term progression, supporting junior advisers as they build their knowledge, confidence and careers. Their mission is to provide high-quality mortgage and protection solutions with integrity, professionalism and outstanding service, ensuring a smooth and efficient experience from initial enquiry through to completion.




Salary & Benefits
*Basic Salary: £25,000 – £30,000
*Commission: 35% on Monthly banking once salary threshold is hit
*20 days annual leave plus bank holidays
*Realistic OTE once competent: £75,000+
*Full training and qualification support (CeMAP)
*Leads provided
*Full admin support after submission
*Supportive office-based environment during training
*Training & Development
*Close support from experienced advisers
*Clear progression into a fully competent adviser role


Key Responsibilities
*Work alongside experienced advisers during your training period
*Conduct initial client calls and fact-finds under supervision
*Learn how to assess client needs and gather relevant documentation
*Support advisers with case progression and client communication
*Build knowledge of mortgage and protection products
*Develop compliant advice skills in line with FCA regulations
*Progress into managing your own client cases once competent


Working Week
*Monday to Friday
*Standard working hours: 8:30am – 5:00pm
*Office-based support encouraged during training
*Typically, 3 days per week in the office to access mentoring and support
*Hybrid option available once training is completed
*Flexibility introduced as competence increases
*Weekend work may be required based on business needs or individual preference. Working hours are flexible and will be scheduled to meet operational requirements
*

Desired Experience
*Strong communication and people skills
*Backgrounds in sales, customer service, Property, fitness or coaching welcomed
*Motivated, professional, and career-focused
*CeMAP qualified or currently working towards CeMAP (desirable but not essential)


Applicants must submit a cover letter explaining why they want to become a Mortgage Adviser, what they understand about the role, and how their experience, skills or career aspirations align with a long-term career in mortgage and protection advice.


By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.