Trainee Mortgage Advisor

Trainee Mortgage Advisor / Trainee Mortgage Broker – CeMAP 1 – High Earnings – Oldham

Location: Oldham, Greater Manchester
Job Title: Trainee Mortgage Advisor / Trainee Mortgage Broker
Salary: £24,000 basic + Bonuses | OTE £28,000+ | Pension | Life Assurance
Recruiter: Cameron James Professional Recruitment (on behalf of a national financial services firm)
Employment Type: Full-Time, Permanent
Progression: Clear route to full Mortgage Advisor status once CeMAP qualified

Kickstart Your Career in Financial Services – Trainee Mortgage Advisor Role Available in Oldham

Are you ambitious, driven, and working towards your CeMAP 1 qualification? Do you have a passion for property, finance, or helping people secure their dream homes? If so, this is your chance to join a respected and supportive financial services firm in Oldham as a Trainee Mortgage Advisor or Trainee Mortgage Broker.

At Cameron James Professional Recruitment, we’re proud to be representing a dynamic and growing mortgage business offering a unique opportunity for entry-level professionals to launch their careers. This Oldham-based position provides a strong foundation for long-term success in the mortgage industry, with structured training, ongoing support, and access to high earnings as you progress.

Key Responsibilities

* Manage Remortgage Leads: Proactively follow up on mortgage customer pipelines; send timely communications and ensure client contact within agreed SLAs.

* Customer Relationship Building: Serve as a first point of contact for potential clients, identify needs, and help match them with suitable mortgage and protection services.

* Client Nurturing & CRM Management: Use the CRM system to track, follow up, and nurture client journeys, feeding warm leads back to qualified mortgage advisers.

* Sales Development: Upsell or cross-sell additional products, all while adhering to compliance guidelines and a customer-first approach.

Knowledge & Understanding

* Understanding of the financial services industry and mortgage market structure.

* Knowledge of regulatory compliance, FCA principles, and ethical conduct.

* Awareness of CeMAP 1 and its foundational relevance to mortgage advice.

* Familiarity with mortgage products, insurance services, and customer outcome principles.

Professional Skills & Qualities

* Excellent verbal and written communication skills, with a positive and proactive attitude.

* Strong IT skills, including experience with CRM systems and Microsoft Office.

* Comfortable working in a fast-paced, telephone-heavy environment.

* Effective at planning, prioritising, and working both independently and in a team.

* Committed to delivering excellent customer service and “Treating Customers Fairly” (TCF).

* Self-motivated, resilient, and eager to progress toward becoming a fully qualified Trainee Mortgage Advisor in Oldham.

Ideal Candidate Requirements

* Minimum GCSE (or equivalent) in English and Maths.

* Studying for or already passed CeMAP 1 (essential for progression).

* Previous experience in customer service, sales, or financial administration desirable.

* Based in or near Oldham, or able to reliably commute to the area.

* A strong desire to become a successful Trainee Mortgage Broker or Trainee Mortgage Advisor with high earnings potential.

Why Join This Opportunity in Oldham?

* Work for a well-known financial services provider in Oldham with a reputation for quality and compliance.

* Fast-track your career into a fully-fledged Mortgage Advisor role once you complete CeMAP 1.

* Competitive salary with realistic high earnings potential as you develop.

* Full mentoring and structured support from experienced advisers and managers.

* Excellent work/life balance and inclusive company culture.

* Join a forward-thinking business in Oldham, with modern systems and an engaging office environment.

Ready to Launch Your Career?

If you’re currently working towards CeMAP 1, based in or near Oldham, and eager to start a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker with high earnings and long-term progression, we want to hear from you