Trainee Mortgage & Protection Adviser –Graduate or PSW Visas holders

About the job

Trainee Mortgage & Protection Adviser – Graduate or PSW Visas holders

Opportunity for Graduate or PSW Visa holders to start career in financial services 

Wealthmax Financial Advisers Ltd is looking for ambitious recently qualified postgraduates’ individuals on Graduate Visa or PSW Visas who want to build a career as a Mortgage & Protection Adviser.

No previous mortgage experience is required. Our structured In-House Academy will support you through your Protection & CeMAP qualification, practical adviser training and progression towards Competent Adviser Status (CAS).

Your Training Journey

Stage 1 – CeMAP Academy

·       3-month UN-PAID training internship

·       You will receive trainer-led, in-person learning covering

• ·       Protection RO5 & CeMAP Level 3 preparation
• ·       UK mortgages and protection
• ·       FCA regulations and compliance
• ·       Fact-finding and client need analysis
• ·       Mortgage & Protection sourcing and research
• ·       Client communication and professional skills

Stage 2 – Adviser Development

After completing RO5 & CeMAP, you will develop the practical and commercial skills needed to become an adviser.

You will

• ·       Attend interactive adviser training
• ·       Practise client meetings and fact-finds
• ·       Develop mortgage and protection recommendation skills
• ·       Learn client acquisition and business development
• ·       Shadow experienced advisers
• ·       Build confidence through practical case studies and assessments
• Stage 3 – Work Towards CAS & Progressing towards Paid Role
• You will progress into supervised client advice and workplace learning for up to 12 months, depending on your development and competency.

You will

• ·       Meet clients under supervision
• ·       Build mortgage and protection cases
• ·       Develop your own client relationships
• ·       Receive coaching, observations and compliance feedback
• ·       Work towards Competent Adviser Status (CAS)
• ·       Develop your own client bank and long-term adviser career

Who We’re Looking For

• ·       We are looking for Recently Qualified Post Graduates on Graduate Visa or PSW Visas.
• · Looking to Spend 4-5 days in Office for In House Training Program
• ·       Ambitious and career-driven individuals
• ·       Strong communication and relationship-building skills
• ·       Interest in mortgages, property and financial services
• ·       Sales or customer service experience desirable
• ·       Motivated to study towards CeMAP
• ·       Professional, resilient and commercially minded

What We Offer

•      Structured RO5 & CeMAP training
•      Opportunity for Graduate or PSW Visa holders to start career in financial services 
•      In-House Adviser Academy
•      Experienced adviser mentoring
•      Practical client and case training
•      Compliance and technology support
•      Clear pathway towards CAS
•      Opportunity to build your own client bank
•      Long-term career opportunities with Wealthmax

Start Your Adviser Career

Learn → Qualify → Develop → Advise → Achieve CAS