Trainee Mortgage and Protection Advisor

Key details

Location:Morningside Road, Edinburgh
Hours of work:37.5 hours per week, Monday to Friday

Essential

• Working towards CMAP (or willingtostartimmediatelywith our support)
• A genuine interest in financial services and a career as a Mortgage and Protection Advisor
• Strong customer serviceor client-facing experience
• Excellent communication skills
• Great attention to detail
• Proficient in the use of IT systems including MS Teams, Word, Excel & Outlook

Desirable

• Knowledgeofthe Edinburgh Southsidehousing market
• Full UK Driving Licence
• Prior experience of Customer Record Management (CRM) or a comparable database

If you think this opportunity sounds right for you, please submit your CV along with a covering letter telling us a little about yourself and why you are interested in joining the Rettie Financial Services team.

We’ve recently opened the doors to our brand new office in the heart of Morningside and it’s already busy with activity across Sales, Lettings and Financial Services. We are now looking for an ambitious Trainee Mortgage and Protection Advisor to be part of our growing team.
This is a fantastic opportunity to begin your career as an Advisor with a trusted and established brand behind you, while enjoying the energy and growth potential of a new branch. You’ll be supported by experienced Advisors, receive full training, and be guided through your CMAP qualification to set you up for long-term success.

• Customer Focus
• Communication
• Collaboration
• Problem Solving & Innovation
• Planning & Organising
• Positive Mindset

Youdon’tneed to be qualified yet – what matters most is your ambition, enthusiasm, and commitment.

You’ll thrive in this role if you:

• Are motivated to learn, grow, and achieve professional qualifications.
• Have strong communication and people skills, with a genuine interest in helping clients.
• Are proactive, positive, and eager to spot opportunities to learn and develop.
• Enjoy working as part of a team and are happy to take guidance from experienced colleagues.
• Are organised and detail-focused, with the ability to manage tasks and follow processes accurately.

Full training and support will be provided.

• Learning how to provide mortgage and protection advice, shadowing advisors,and gradually taking on your own clients.
• Supporting the team in delivering an exceptional client experience.
• Developing your knowledge of mortgage and protection products, compliance requirements, and the wider housing market.
• Building long-term client relationships by providing excellent customer service and regular follow-up.
• Using our CRM system accurately and learning how to record and manage client information effectively.
• Actively working towards achieving CMAP qualification and becoming a fully competent Mortgage and Protection Advisor.