Trainee Mortgage & Protection Advisor (fully remote)

Financial success ltd
Birmingham
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 £800 per client sold and we would expect one client a week so £40k OTE during first 3 months
After 3 months this should increase to 2 Cases a week and therefore £80k 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 £25k 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
Posted 2026-05-11

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