Wealthmax Financial Advisers are seeking experienced Mortgage & Protection Advisers to join our growing team.
We pride ourselves on providing high-quality, professional advice to our clients, with a focus on integrity, trust, and long-term relationships. Our advisers work flexibly, with the ability to operate remotely or from their own office, while benefiting from the support of an established and forward-thinking firm.
What We Offer
Uncapped income potential
Full flexibility – work from home or your own office
Ongoing business development support and training
A competitive revenue share model
Access to a strong, professional, and supportive network
Your Responsibilities
Provide tailored mortgage and protection advice, guiding clients through the full process
Conduct detailed fact-finds to understand client financial positions and aspirations
Advise on mortgage products and protection solutions clearly and professionally
Ensure all recommendations and documentation comply with regulatory requirements
Maintain excellent client relationships, offering ongoing support and service
Stay updated with mortgage market trends, product criteria, and regulatory changes
Manage your own business activities, including prospecting and client acquisition
What We’re Looking For
Minimum of 2–3 years’ experience delivering mortgage and protection advice
Strong interpersonal skills with the ability to explain complex information simply
Proven ability to generate new business and work in a target-driven environment
Exceptional organisation, communication, and customer service skills
Positive, ambitious, and self-motivated attitude
Ability to work independently while being part of a wider team culture
A full UK driving licence and access to a vehicle (if meeting clients in person)
Senior Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
Join Wealthmax Financial Advisers and take control of your career with the freedom and support to succeed on your own terms. If you are a qualified and ambitious Mortgage & Protection Adviser ready to build your business within a supportive framework, we would love to hear from you.
Apply today to discuss your future with us.
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Contact Detail:
Wealthmax Financial Advisers Limited Recruiting Team