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- Tasks: Become a Trainee Mortgage Adviser, providing tailored financial advice and building customer relationships.
- Company: Join Wealthmax Financial Advisers, a leading team in protection and wealth management.
- Benefits: Enjoy full training, study time for qualifications, and a clear path to a paid role.
- Why this job: Kickstart your finance career in a supportive environment with experienced mentors and growth opportunities.
- Qualifications: Bring a positive attitude, sales experience, and a full UK driving licence.
- Other info: Initial 3-month unpaid internship leading to a paid position with ongoing support.
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 service skills.
- Full UK driving licence.
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 help you during your training but also demonstrate your commitment and enthusiasm for the role during interviews.
✨Tip Number 3
Practice your communication skills by engaging in conversations with friends or family about financial products. Being able to explain complex concepts in simple terms is crucial for a Trainee Mortgage Adviser.
✨Tip Number 4
Research Wealthmax Financial Advisers Ltd thoroughly. Understand their values, services, and the type of clients they serve. Tailoring your approach to align with their mission will show that you are genuinely interested in being part of their team.
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 attention to detail. Provide examples of how you've demonstrated these qualities in previous roles or experiences.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the finance industry.
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. Talk about what excites you about becoming a Trainee Mortgage Adviser and how you see yourself growing within the field.
✨Demonstrate Relationship-Building Skills
Since building relationships is key in this role, prepare examples of how you've successfully built rapport in previous experiences. This could be through customer service roles or teamwork situations.
✨Highlight Your Resilience
The role requires a positive attitude and resilience, especially in a result-driven environment. Be ready to share instances where you've overcome challenges or maintained motivation despite setbacks.
✨Prepare Questions About Training and Support
Show that you're proactive by preparing thoughtful questions about the training and support provided. This demonstrates your commitment to achieving CeMAP qualification and your eagerness to learn and grow.
