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- Tasks: Support clients in finding the best mortgage solutions while building strong relationships.
- Company: Join Wealthmax Financial Advisers, a leading team in protection and wealth management.
- Benefits: Enjoy dedicated training, study time, and a clear path to a paid role.
- Why this job: Kickstart your finance career with hands-on experience and a supportive team environment.
- Qualifications: A positive attitude, sales experience, and a full UK driving licence are essential.
- Other info: Initial 3-month unpaid internship with progression to a paid position.
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.
RoleFull 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.
- 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.
Trainee Mortgage Adviser employer: Wealthmax Financial Advisers Ltd
Contact Detail:
Wealthmax Financial Advisers Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Adviser
✨Tip Number 1
Network with professionals in the finance industry, especially those who are already working as mortgage advisers. Attend local finance events or join online forums to connect with potential mentors who can provide insights and guidance.
✨Tip Number 2
Familiarise yourself with the CeMAP qualification process and the key topics covered in the course. This will not only prepare you for the training but also demonstrate your commitment and enthusiasm during interviews.
✨Tip Number 3
Showcase your sales experience by preparing examples of how you've successfully generated leads or closed deals in previous roles. This will highlight your ability to thrive in a results-driven environment, which is crucial for this position.
✨Tip Number 4
Research Wealthmax Financial Advisers Ltd thoroughly. Understand their values, services, and the unique approach they take towards financial consultancy. Tailoring your conversations around their ethos will help you stand out as a candidate who truly aligns with their mission.
We think you need these skills to ace Trainee Mortgage Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Trainee Mortgage Adviser. Emphasise any customer service experience, sales achievements, and your ability to work under pressure.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the finance industry and your motivation to succeed as a Trainee Mortgage Adviser. Mention why you are interested in Wealthmax Financial Advisers specifically and how you can contribute to their team.
Highlight Your Soft Skills: In your application, focus on your soft skills such as resilience, positivity, and your friendly attitude. These traits are essential for building relationships with clients and colleagues in a result-driven environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Wealthmax Financial Advisers Ltd
✨Show Your Enthusiasm for Finance
Make sure to express your genuine interest in the finance industry during the interview. Wealthmax Financial Advisers is looking for someone who is motivated and eager to learn, so share your passion for helping clients with their financial journeys.
✨Demonstrate Relationship-Building Skills
Since the role involves building relationships with estate agencies and clients, prepare examples of how you've successfully built rapport in previous roles or experiences. This will show that you understand the importance of strong connections in this position.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and customer service skills. Think of scenarios where you had to handle difficult situations or provide excellent service, and be ready to discuss how you approached them.
✨Highlight Your Resilience and Motivation
Wealthmax values a positive attitude and resilience. Be prepared to talk about challenges you've faced and how you've overcome them. This will demonstrate your ability to thrive in a result-driven environment and your commitment to achieving professional goals.
