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For Companies At a Glance
- Tasks: Gain hands-on experience in finance while learning to advise clients on mortgages and protection.
- Company: Join Wealthmax Financial Advisers, a supportive team of financial specialists.
- Benefits: Fully funded CeMAP qualification, structured training, and clear career progression.
- Why this job: Kickstart your finance career with expert support and real client interactions.
- Qualifications: Positive attitude, strong communication skills, and a full UK driving licence.
- Other info: Dynamic internship leading to a paid role with ongoing development opportunities.
About the Opportunity
Wealthmax Financial Advisers Ltd is a dedicated team of financial specialists focused on helping individuals and families protect and grow their wealth. With deep expertise across protection, pensions, investments, and insurance, we understand that every client’s journey is unique — and so is our advice.
We are excited to offer a Trainee Mortgage & Protection Adviser opportunity for aspiring financial professionals who are passionate about building a long-term career in the finance and mortgage sector.
This role begins with a 3-month unpaid internship, during which you\\\’ll receive full training, support, and sponsorship to achieve your CeMAP qualification, paving the way for a paid position and future progression within our firm.
What’s in it for you
- Fully funded CeMAP qualification (Course fee sponsored)
- Structured internship with dedicated training & study time
- Opportunity to progress into a paid Trainee Adviser role upon qualification
- Supportive environment led by a highly experienced management team
- Central admin tools and resources to help you succeed
- Hands-on experience in the industry while you learn
- Ongoing development with a clear path toward full Mortgage & Protection Adviser status
- Build and nurture relationships with estate agencies, introducers, and our internal team
- Conduct 2–3 appointments per day with existing or new clients
- Review and assess existing clients\\\’ financial situations and recommend suitable products
- Offer tailored advice on mortgages, protection, and financial planning
- Attend networking events and promotional activities to generate new leads
- Work towards achieving your personal and team sales goals in a target-driven environment
What We’re Looking For
- A positive, professional, and resilient attitude
- Confidence and motivation to build your own portfolio of clients
- Strong communication and customer service skills
- Ability to work under pressure and adapt to a fast-paced environment
- Attention to detail and a drive for doing the right thing for the customer
- Full UK driving licence is essential
- Previous sales or customer service experience is desirable but not required
Ready to Launch Your Career?
If you’re enthusiastic, committed, and looking to break into the mortgage and financial services sector with the backing of an expert team — we want to hear from you.
Apply now to take the first step in a rewarding career with Wealthmax Financial Advisers Ltd.
Role Details
- Seniority level: Internship
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Insurance
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Trainee Mortgage and Protection Adviser employer: Wealthmax Financial Advisers Limited
Contact Detail:
Wealthmax Financial Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage and Protection Adviser
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the finance sector. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Practice your pitch! Be ready to explain why you’re passionate about becoming a Mortgage & Protection Adviser. A confident, clear pitch can make a lasting impression on potential employers.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We love seeing applications directly from motivated candidates. It shows initiative and gives us a chance to see your genuine interest in joining our team.
We think you need these skills to ace Trainee Mortgage and Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trainee Mortgage and Protection Adviser role. Highlight any customer service or sales experience, even if it's informal, to show us you're ready to engage with clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for finance and your eagerness to learn. Tell us why you want to join Wealthmax and how you can contribute to our team.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application demonstrates your communication skills. Keep it clear, concise, and professional while still being personable.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive!
How to prepare for a job interview at Wealthmax Financial Advisers Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of mortgages and protection products. Brush up on key terms and concepts related to the finance sector. This will not only show your enthusiasm but also help you answer questions confidently.
✨Showcase Your People Skills
As a Trainee Mortgage and Protection Adviser, you'll be dealing with clients regularly. Prepare examples from your past experiences where you've demonstrated strong communication and customer service skills. This will highlight your ability to build relationships, which is crucial for this role.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and what success looks like in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Be Yourself
We want to see the real you! Bring your positive attitude and resilience to the table. Share your motivations for wanting to enter the finance sector and how you plan to build your client portfolio. Authenticity can set you apart from other candidates.
