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Contact Financial success ltd

Financial success ltd

Apply on company site

Trainee Mortgage & Protection Advisor (fully remote)

United Kingdom

Financial success ltd

Contact Financial success ltd

Hours
Full Time
Posted
7 hours ago
Salary
40000.00 - 80000.00 GBP Annual
Recruiter
Financial success ltd
Closes
09 Jun 2026
Course
No
Contract Type
Permanent
Recruiter Type
Direct Employer

Description

Trainee Mortgage & Protection Advisor (Fully remote)

We are looking for individuals with or without Cemap who want to start a career as a mortgage and/or protection advisor.

This Trainee Mortgage & Protection Advisor role is fully remote!

We are full training and the opportunity to earn while you learn.

Gain cemap and experience of how to be an advisor in financial services

Part time (continue existing role) or full time Trainee Mortgage & Protection Advisor roles available

Intially self employed for 3 months then with a option for employed is you wish.

During this trainee period, you will learn how to be an advisor whilst actually doing the role so you can get paid

We focus on estate planning for the first month only, then protection is added and then mortgages if qualified.

Trainee advisors will be working during this period speaking to clients and OTE is around GBP800 per client sold and we would expect one client a week so GBP40k OTE during first 3 months

After 3 months this should increase to 2 Cases a week and therefore GBP80k a year.

We pay for all training including CEMAP , membership fees and software costs etc. We also provide full training on Estate Planning (wills, trusts and powers of attorney) to enable you to earn another GBP25k a year.

We can provide free leads after the first lead is self generated

All appointments and training will be done remotely so no need to attend an office

If you are currently working you can start this role to fit around your current work/ life.

Ad ID: 5418347780

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