Trainee Mortgage Adviser

Job Type: Self-Employed

Leads Provided | Structured 6-Month Development Programme | Immediate Adviser Role

Trainee Mortgage Adviser / CeMAP Qualified Mortgage Adviser (Leads Provided) – Nationwide

Job Type: Self-Employed

Location: Nationwide (Initial training in Gloucester + remote working)

OTE: £40,000 – £70,000+

Development Programme Fee: £2,995

Leads Provided | Structured 6-Month Development Programme | Immediate Adviser Role

Start Your Career as a Mortgage Adviser with Structured Support

If you are CeMAP qualified — or already working as a self-employed adviser but lacking consistent leads, training, or guidance — this opportunity provides a clear and supported pathway into a successful mortgage advising career.

Many newly qualified advisers struggle because qualification alone doesn’t prepare you for real client work.

Mortgage Train Academy bridges that gap.

Our structured development programme is designed to take you from qualification to confident, active Mortgage Adviser with practical training, mentoring, and access to client leads from day one.

Week 1:
Classroom-based training (Gloucester)

Week 2:
Live online training

You will learn how to:

• Conduct compliant fact-finds
• Advise clients on mortgage and protection solutions
• Research lenders and criteria effectively
• Submit applications correctly
• Manage cases from enquiry to completion
• Handle real adviser workflows

This training prepares you for live client interaction.

After completing training, you will:

• Transition into a self-employed Mortgage Adviser role
• Operate under Echo’s mortgage network
• Receive client leads immediately
• Begin advising clients and building your own pipeline

You will receive ongoing guidance to help you:

• Manage live cases confidently
• Build adviser competence and confidence
• Develop professionally within the industry
• Successfully establish your self-employed career

• Advise clients on residential mortgages and remortgages
• Recommend suitable mortgage and protection solutions
• Research lender criteria and products
• Manage cases through to completion
• Manage your own diary and workload

This role is suited to:

• Newly CeMAP qualified advisers
• Trainee Mortgage Advisers seeking a structured entry route
• Advisers lacking support or lead flow in current roles
• Individuals committed to building a long‑term self‑employed career

• Structured 6-month development programme
• Classroom and online training
• Immediate access to mortgage leads
• Direct pathway into Echo’s mortgage network
• Nationwide opportunity with remote working
• Ongoing mentoring and professional support

£2,995 — includes:

• Initial adviser training
• Structured mentoring programme
• 6 months ongoing support
• Access to client leads
• Direct pathway into an adviser role

• CeMAP 1, 2 & 3 completed
• Strong communication skills
• Commitment to full-time self-employed work
• UK-based

We accept only 6 advisers per month to maintain quality training and support.