Trainee Protection and Mortgage Adviser

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.

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.

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.

• 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

• 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

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.

• Internship

• Full-time

• Finance and Sales

• Insurance