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- Tasks: Assist clients with mortgage advice and build relationships in the finance sector.
- Company: Join Wealthmax Financial Advisers, a leading team in protection and wealth management.
- Benefits: Enjoy full training, study time for qualifications, and support tools for success.
- Why this job: Kickstart your finance career with hands-on experience and mentorship from industry experts.
- Qualifications: Must have a full UK driving licence; no prior experience required.
- Other info: Initial 3-month unpaid internship leading to a paid role upon qualification.
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.
- 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.
- Central Admin Support tools to help you succeed.
- Building relationships with the Estate Agency, Introducers, Communities through training and support.
Full UK driving licence required.
Contact Detail:
Wealthmax Financial Advisers Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor (Permanent)
✨Tip Number 1
Familiarise yourself with the mortgage industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in becoming a Trainee Mortgage Adviser.
✨Tip Number 2
Network with professionals in the finance sector, especially those who are already working as mortgage advisers. Attend industry events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss your interpersonal skills during the interview. As a Trainee Mortgage Adviser, building relationships is key, so be ready to share examples of how you've successfully communicated or collaborated with others.
✨Tip Number 4
Show enthusiasm for the training and support offered by Wealthmax Financial Advisers. Expressing your eagerness to learn and grow within the company can set you apart from other candidates.
We think you need these skills to ace Trainee Mortgage Advisor (Permanent)
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Trainee Mortgage Adviser. Highlight your understanding of financial products and customer service in your application.
Tailor Your CV: Make sure your CV reflects relevant skills and experiences that align with the role. Emphasise any customer service experience or financial knowledge you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your eagerness to learn. Mention why you want to work at Wealthmax Financial Advisers and how you can contribute to their team.
Highlight Your Commitment: Since this position includes an unpaid internship, express your commitment to completing the CeMAP qualification and your enthusiasm for the training and support provided.
How to prepare for a job interview at Wealthmax Financial Advisers Ltd
✨Understand the Company
Before your interview, take some time to research Wealthmax Financial Advisers Ltd. Familiarise yourself with their services, values, and approach to financial consultancy. This will help you tailor your answers and show genuine interest in the company.
✨Show Your Passion for Finance
As a Trainee Mortgage Adviser, it's crucial to demonstrate your enthusiasm for the finance industry. Be prepared to discuss why you want to pursue a career in this field and how you plan to contribute to the team at Wealthmax.
✨Prepare for Common Questions
Anticipate questions related to your understanding of mortgages, financial products, and customer service. Practising your responses can help you feel more confident during the interview and showcase your knowledge.
✨Highlight Your Interpersonal Skills
Building relationships is key in this role. Be ready to share examples of how you've successfully interacted with clients or colleagues in the past. This will demonstrate your ability to connect with others and provide tailored advice.
