Trainee Mortgage & Protection Adviser

Job Category: Finance and Business
Job Type: Full Time
Job Location: England

Launch Your Career in Financial Services

Fortune Financial, a top-rated mortgage brokerage featured in the Financial Times, is offering a unique opportunity through its Fortune Academy. Join us as a Trainee Mortgage & Protection Adviser and take the first steps toward a successful and rewarding career.

What We Offer

Year 1 – Build Your Foundation

  • Work alongside Senior Advisers in a client-facing support role

  • Enrol in a Level 3 Mortgage Adviser Apprenticeship

  • Begin training as a Protection Adviser and gain CAS status

  • Learn the full mortgage and remortgage process

  • Start earning commission from performance-based tasks

Year 2 – Become a Professional Adviser

  • Complete CeMAP 1, 2 & 3 qualifications with the London Institute of Banking & Finance

  • Work toward full FCA authorisation with our network partner, PRIMIS

  • Start advising clients directly and unlock full earning potential

Why Join Fortune Financial?

  • Top-rated team – Featured in the Financial Times

  •  Friendly, professional, and growth-oriented culture

  • Modern approach to finance – passionate about what we do

  •  Early access to commission earnings

  • Excellent progression and development pathway

Who We’re Looking For

  • Proactive and motivated individuals

  • Strong communication and organisation skills

  • Client-focused with a passion for finance

  • Excited about a long-term career in financial services

“If you’re offered a seat on a rocket ship, don’t ask what seat – just get on!”

Perks & Benefits

  • £24,000 base salary + commission

  • Mentorship from industry professionals

  • Company events and pension

  • Professional training and career development

  • Employee mentoring programme


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