Financial adviser Work, Jobs in Wetherby (with Salaries)

Trainee Mortgage Adviser
The New Homes Group —Wakefield
- £26,600 - £35,000 a year
- Overtime
- Remote
- Customer service
- Presentation skills
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
8d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Partnership Manager
Novello Chartered Surveyors —Leeds
- From £30,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
Progression Coach
Reed In Partnership —York
- £29,000 - £30,000 a year
- Full-time
- Spanish
- Experience working with individuals with disabilities
- Customer service
- Annual leave
- Flexible schedule
1d
INDEPENDENT FINANCIAL ADVISER
Budge and Company —Harrogate
- Business development
- Communication skills
- Free parking
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Employment Adviser
Reed In Partnership —Harrogate
- £29,000 - £30,000 a year
- Full-time
- Customer service
- English
- Travel
- Annual leave
- Flexible schedule
1d
Head of Finance
Read School —Selby
- Full-time
- In-person
- Leadership
- School
- Free parking
- Employee discount
Quick apply
Marketing Account Manager – MarketMore (Property Marketing)
The Property Franchise Group —York
- £30,000 a year
- Full-time
- CRM software
- English
- In-person
- Life insurance
Quick apply
4h
Executive Support Officer
City of Bradford Metropolitan District Council —Bradford
- £34,434 - £36,363 a year
- Communication skills
- Analytics
4h
Forensics Investigations Manager
RSM UK —Leeds
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Training & development
Audit Experience Programme - Leeds - October 2026
RSM UK —Leeds
- Full-time
Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Holistic Financial Adviser
Partnership Recruitment —Leeds
- Hybrid work
- Business development
- Work from home
- Flexible schedule
Senior Manager - Complex Transaction Support
Homes England —Leeds
- £59,631 - £79,464 a year
- Full-time
- Presentation skills
- No degree
- Organisational skills
- Annual leave
- Employee assistance programme
1d
Accounts Manager/ Assistant Manager
Saffery —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- Training & development
- Profit sharing
- Annual leave
IFA Administrator
Beyond Advice Group —Leeds
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
6d
Senior Manager - Equity Portfolio Management
Public Sector Resourcing —Leeds
- £59,631 - £69,548 a year
- Part-time
- Hybrid work
1h
Benefits and Contributions Adviser
City of York Council —York
- £28,394 - £30,975 a year
- Part-time
- Hybrid work
- English
- Annual leave
- Employee discount
13d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £45,000 - £100,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Free parking
- Employee discount

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Trainee Mortgage Adviser

The New Homes Group -
Wakefield

Quick apply

Job details

Full-time
£26,600 - £35,000 a year
8 days ago

Benefits

Annual leave
Company pension
Discounted gym membership
Employee assistance programme
Employee discount
Gym membership
Pay rise

Qualifications

Customer service
Microsoft Office Suite
Presentation skills
Computer skills
Customer interaction
Sales and customer service experience
Communication skills

Full job description

Join the UK's leading new homes mortgage provider and launch your career in Financial Services with full CeMAP qualification support and guaranteed earnings.

Job Title: Trainee Mortgage Adviser

Following ongoing success throughout the business, we have recently promoted several of our current Trainee Mortgage Advisers who have now taken up their new roles as full-time home-based Mortgage Advisers. We are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser in a role that offers a genuine opportunity for a long-term career in Financial Services.

We now have opportunities to join the UK's leading new homes mortgage provider to become a Trainee Mortgage Adviser.

Location:
You will be based full time at our offices in Wakefield WF2 0XG, however once your training is complete and you have your full CeMAP qualifications you will gain promotion to become a full time home based Mortgage and Protection Adviser.

Daily Commute:
To be considered for this role, you must have your own vehicle to be able to commute to our offices as required, or live locally enough to have short commute via a reliable form of public transport (within 45 minutes).

Target:
Candidates with a strong desire to work within the Financial Services arena, with a strong proven track record in customer service and or sales.

Year One Rewards:
During the first 12 months, you will receive a salary guarantee of £30,000. This is basic salary of £26,600 and a guaranteed commission of £3,400. If you earn above £3,400 in commission during this period, anything extra is yours! You will qualify for a bonus top up at the end of the 12-month period if you exceed targets. You can also increase your earnings by taking advantage of overtime which is regularly available.

After 12 Months:
Upon successful completion of your first year in the business, you will be promoted to a Senior Trainee. Your basic salary will increase to £27,500 plus commission and bonus, meaning an OTE of £40K - £45K.

CeMAP Support:
We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam entry costs paid for by us. The aim is to have you fully qualified after a successful 24 months.

Working Hours:
Working a rotating rota including early (9:00am - 6:00pm) and late starts (11:00am - 8:00pm), working every other weekend (10:00am - 7:00pm). Please ensure you can commit to these hours prior to application.

The New Homes Group:

The New Homes Group is the UK's leading New Homes Specialist and as a Trainee Mortgage Adviser you will be working for the UK's leading new homes Mortgage Provider.

Be in no doubt that this is an outstanding opportunity which offers both long term career prospects and the opportunity to earn a substantial salary and benefits package.

Your role will consist of office based working for The New Homes Group Mortgage Services as first point of contact for our customers, needless to say this is an important and integral part of our organisation, our teams are highly trained and work to high expectations and are responsible for managing our customer's first impressions, it's fair to say you will find no two days are the same, and the experience gained will be invaluable to you once you become a Mortgage Adviser.

You will be responsible for making and receiving calls to customers referred to us by our national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with one of our specialist Mortgage Advisers.

Required Knowledge, Skills and Qualifications:

A strong desire to work within the Financial Services Industry, particularly within mortgages and protection
A strong track record in customer service and sales
Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format
Organised, and adopts a disciplined and structured approach to work
Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook

Benefits:

Permanent Full Time Role
Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business
28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation)
Contributory workplace pension
24 hour Wellbeing Employee Assistance Programme
Death in service cover
Access to discounts platform, Perks at Work
Access to self-funded Health Care plan
Discounted medical assessment Health Screening
Discount on Nuffield Gym Membership
Discounts on estate agency, mortgage and surveying services

(Subject to T&Cs)

(Subject to CeMAP qualification and meeting agreed targets and standards)

If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on 01206-716066 for a confidential chat.

Quick apply

Refine Your Search

financial adviser jobs in wetherby

Trainee Mortgage Adviser

Financial Planning Administrator

Partnership Manager

Progression Coach

INDEPENDENT FINANCIAL ADVISER

Experienced Financial Services Administrator

Employment Adviser

Head of Finance

Marketing Account Manager – MarketMore (Property Marketing)

Executive Support Officer

Forensics Investigations Manager

Audit Experience Programme - Leeds - October 2026

Corporate Risk & Healthcare Administrator

Holistic Financial Adviser

Senior Manager - Complex Transaction Support

Accounts Manager/ Assistant Manager

IFA Administrator

Senior Manager - Equity Portfolio Management

Benefits and Contributions Adviser

Independent Financial Advisor

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