Trainee Mortgage & Protection Advisor – Croydon

About the role

This full‑time Trainee Mortgage & Protection Advisor position is based in Croydon and offers a clear pathway into the UK mortgage market. You will receive industry‑leading training, high‑quality leads and dedicated support to develop the skills needed for a successful career in financial services.

Key responsibilities

• Build strong relationships with Estate Agency colleagues and generate referral business.
• Support customers throughout the mortgage and protection application process.
• Develop advisory expertise through coaching, training and on‑the‑job experience.
• Deliver excellent customer service while meeting performance targets.

Required profile

• Full CeMAP qualification (or equivalent).
• Strong customer‑service and relationship‑building abilities.
• Ambitious, motivated and eager to grow a career in financial services.
• Excellent communication and organisational skills.
• Comfortable working in a target‑driven environment.
• Full UK driving licence and access to a vehicle.

Required skills

What we offer

• Competitive basic salary with OTE up to £65k and uncapped commission.
• Industry‑leading training and development programme.
• Quality leads from the Estate Agency network.
• Clear career progression and modern technology tools.
• Group discounts on property services and incentives for top performers.