Trainee Mortgage Broker

Trainee Mortgage Broker Job Description Template

Our company is looking for a Trainee Mortgage Broker to join our team.


  • Future progression into other areas;
  • Full training and development program;
  • Processing of new applications in preparation for the lenders/underwriters;
  • General administration duties including dealing with inbound and outbound post and file scanning;
  • Data Input, answering inbound telephone calls and communicating via email;
  • Fun and friendly environment where assistance and guidance are readily available;
  • Comply with FCA regulations, checking cases meet all internal and external regulations;
  • Other ad hoc administrative duties as required including appointment booking for mortgage advisers;
  • The opportunity to learn about Mortgage and Insurance broking from a team of experienced individuals;
  • Distribution of Mortgage offers and helping clients reach completion;
  • Liaising with Clients, Mortgage Advisers, Lenders, Solicitors and Estate Agents.


  • Ability to respond quickly to training and adapt to changes within the industry;
  • Experience within a call centre environment, following up on leads with a proven track record of closing Sales;
  • Experience working towards FCA regulated Sales targets;
  • GCSE Maths and English grade C or above;
  • CeMAP qualification would be a huge advantage but not essential;
  • Self-motivated upbeat personality with proven longevity throughout your career to date.