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Trainee Mortgage Advisor / Business Development Executive

D&R Recruitment Limited
Posted 10 hours ago, valid for 10 days
Location

Cardiff, South Glamorgan CF5 1DR, Wales

Salary

£30,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Trainee Mortgage Advisor / Business Development Executive position offers a base salary of £24,000 with a guaranteed bonus of £500 per month, totaling first-year earnings of £30,000.
  • Candidates do not need prior experience in finance but should have experience in sales or customer-facing roles such as call centers or retail.
  • The role involves learning the mortgage industry, generating new business, and managing client relationships while working towards a CeMAP qualification, which is fully funded.
  • The company provides full training, structured development, and a clear promotion path to becoming a fully qualified Mortgage Advisor.
  • This position is ideal for motivated individuals looking to break into the financial services sector and build a rewarding career.

Breaking Into Finance? We’ll Show You the Way.Trainee Mortgage Advisor / Business Development ExecutiveOffice-Based | £24,000 base - £500 per month guaranteed bonus (First-Year Earnings - £30,000 guaranteed)Full Training | CeMAP Qualification Funded | Real Career Progression

Looking for a way into the financial services industry but don’t know where to start? We’re offering a rare opportunity to join a well-established mortgage business with full support, structured development, and a clear route to qualification.

You’ll begin in a Business Development role, learning how the mortgage industry works from the ground up — speaking to clients and advisers, generating new business, and getting hands-on with live cases.

This is more than a job — it’s a launchpad to becoming a fully qualified Mortgage Advisor.

What You’ll Be Doing

  • Learn the mortgage process inside-out while working in a fast-paced sales environment
  • Build relationships with financial advisers, brokers, and clients
  • Proactively generate and manage new business opportunities
  • Support mortgage cases through to application
  • Gain practical knowledge of FCA regulations and compliance
  • Work towards becoming a CeMAP-qualified advisor — fully funded

What We’re Looking For

  • Experience in sales or customer-facing roles (call centre, retail, telesales, etc.)
  • A confident communicator with a positive, proactive attitude
  • Naturally driven with a strong work ethic
  • Highly organised and detail-oriented
  • Comfortable working towards targets and deadlines
  • Tech-savvy and confident using CRMs and MS Office

Why Join Us?

  • £30,000 guaranteed in your first year
  • CeMAP qualification fully funded
  • Clear promotion path to a Mortgage Advisor role
  • Full onboarding and training provided
  • Friendly, ambitious team with regular incentives

If you're serious about building a career in finance, this is your entry point.

?? Apply today — let’s talk about your future in mortgages.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.