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For Companies At a Glance
- Tasks: Gain hands-on experience in finance while helping clients with mortgages and protection.
- Company: Wealthmax Financial Advisers Ltd, a supportive team of financial specialists.
- Benefits: Fully funded CeMAP qualification, structured training, and clear career progression.
- Why this job: Start your journey in finance with expert support and real client interactions.
- Qualifications: Positive attitude, strong communication skills, and a drive to succeed.
- Other info: Unpaid internship leading to a paid role with ongoing development opportunities.
Overview
No experience needed – we’ll provide full training and support your career progression. Starts with a 3-month internship leading to a Mortgage & Protection Adviser role.
- Ideal for ambitious individuals looking to build a career in financial services.
About the job
At Wealthmax Financial Advisers Ltd, we are a dedicated and experienced 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.
About the Opportunity
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.
Seniority level
- Internship
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Insurance
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Trainee Protection and Mortgage 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 Protection and Mortgage 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 during interviews.
✨Tip Number 3
Show your enthusiasm! Employers love candidates who are genuinely excited about the role. Share your motivation for joining Wealthmax and how you plan to contribute to the team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Wealthmax Financial Advisers Ltd.
We think you need these skills to ace Trainee Protection and Mortgage Adviser
Some tips for your application 🫡
Show Your Enthusiasm: Let your passion for the finance and mortgage sector shine through in your application. We want to see that you're excited about the opportunity to learn and grow with us!
Tailor Your Application: Make sure to customise your CV and cover letter to highlight relevant skills and experiences, even if they’re from different fields. We appreciate a unique perspective and want to know how you can contribute to our team.
Be Clear and Concise: Keep your application straightforward and to the point. We love a well-structured application that clearly outlines your motivations and qualifications without unnecessary fluff.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures it gets the attention it deserves!
How to prepare for a job interview at Wealthmax Financial Advisers Limited
✨Know Your Stuff
Before the interview, take some time to research Wealthmax Financial Advisers Ltd and their services. Understand the basics of mortgages and protection products, as well as the CeMAP qualification. This will show your genuine interest in the role and help you answer questions more confidently.
✨Show Your Passion
Since this role is all about building relationships and helping clients, make sure to express your enthusiasm for the financial services sector. Share any relevant experiences or interests that demonstrate your commitment to a career in finance, even if they are not directly related to sales.
✨Practice Makes Perfect
Consider doing mock interviews with friends or family. Focus on common interview questions for financial roles, such as how you would handle a difficult client or how you prioritise tasks. Practising your responses will help you feel more at ease during the actual interview.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of your interview. This could be about the training process, opportunities for progression, or the company culture. Asking questions shows that you’re engaged and serious about the position, which can leave a positive impression.
