Trainee Mortgage Adviser

Company Description

Wealthmax Financial Advisers Ltd is a highly competent protection & wealth consultancy team with years of experience specializing in protection & wealth management, including investments, insurance, and pensions. We understand that everyone's financial journey is unique, and we are here to provide tailored advice every step of the way. As a Trainee Mortgage Adviser at Wealthmax Financial Advisers, you will have the opportunity to work with a team of experienced professionals, develop new skills, and establish a strong foundation for a career in the finance industry.

Role

• Full support and training provided to become CeMAP qualified and achieve CAS status.
• Internship with dedicated study time to complete your mortgage qualification and sponsoring the course fee.
• Initial 3 months UN-PAID Internship with support to achieve CeMAP progressing to a paid Trainee Mortgage Adviser Role.
• Transparent and fair progression structure allowing you to forge a true career.
• 5-6 weekly leads provided
• Highly skilled and experienced management team
• Central Admin Support tools to help you succeed.
• Supportive encouraging and rewarding environment – We invest in you.

Key responsibilities 

• Building relationships with the Estate Agency, Introducers, Communities through training and support
• Take part in regular team meetings to discuss best practice and build relationships.
• You will conduct 2 to 3 appointments a day.
• Providing advice on a range of products and services to meet your customers’ needs.
• You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment

Skills and experience required:

• Resilient, positive and a friendly can-do attitude.
• Strong track record in generating new sales and following through to completion.
• Motivated to be successful.
• Always doing the right thing by the customer
• Able to work under pressure and build strong alliances.
• Attention to detail.
• Good customer services skills
• Full UK driving licence