At a Glance
- Tasks: Support senior advisers and learn to deliver mortgage & protection advice.
- Company: Join a well-established firm known for trusted client relationships.
- Benefits: Earn £25,000 - £30,000 with potential for £100K+ as a qualified adviser.
- Other info: Enjoy flexible hybrid working and a great office environment.
- Why this job: Kickstart your career in financial advice with full training and support.
- Qualifications: CeMAP qualified or working towards it, with strong communication skills.
The predicted salary is between 25000 - 30000 £ per year.
Hungerford (Hybrid) P&C Lifetime Partners – Appointed Representative of Quilter Financial Planning
Start your career in financial advice. Looking to break into the world of mortgage and protection advice? One of Quilter Financial Planning’s Strategic Partners is in an exciting growth phase, and we’re offering a fantastic opportunity for a motivated individual to train and develop into a successful Mortgage & Protection Adviser.
Why this opportunity stands out:
- Full training & development support (including funded qualifications)
- Quality leads provided to help you build your pipeline
- Full admin support so you can focus on learning and advising
- Clear career progression into a fully qualified adviser role
- Uncapped earning potential once established
- Hybrid working with strong local presence
The opportunity:
Join a well-established firm in West Berkshire known for trusted, face-to-face advice and strong client relationships. You’ll receive hands-on training, mentorship, and support to build the skills needed to succeed—progressing into a confident, fully-fledged adviser.
What you’ll be doing:
- Support senior advisers with client meetings and case management
- Learn to deliver mortgage & protection advice
- Assist with fact-finds, research, and recommendations
- Build relationships with clients and generate referrals
- Maintain accurate records and ensure compliance standards
- Gradually take on your own client cases as you develop
What we’re looking for:
- CeMAP qualified (or working towards it)
- Strong interest in building a career in financial services
- Excellent communication and relationship-building skills
- Highly motivated with a drive to succeed
- Professional, organised, and client-focused mindset
- Local knowledge or connections (desirable)
What’s in it for you:
- £25,000 – £30,000 basic (DOE)
- Clear pathway to £100K+ earnings as a qualified adviser
- 25 days holiday
- Private healthcare
- Contributory pension
- Flexible / hybrid working
- Onsite parking & great office environment
If you’re ambitious, eager to learn, and ready to build a long-term career in financial advice—we’d love to hear from you.
Apply now: Vikki.jenson@quilter.com or Gregg.waring@quilter.com
Trainee Mortgage & Protection Adviser in Hungerford employer: P&C Lifetime Partners
Join P&C Lifetime Partners in Hungerford, where we prioritise your growth and success as a Trainee Mortgage & Protection Adviser. With comprehensive training, quality leads, and a supportive work culture, you will have the opportunity to develop into a fully qualified adviser while enjoying hybrid working arrangements and a clear path to significant earnings. Our commitment to employee development and a collaborative environment makes us an exceptional employer for those looking to thrive in financial services.
