Trainee Mortgage & Protection Adviser – In-House Academy

Trainee Mortgage & Protection Adviser – In-House Academy

Wealthmax Financial Advisers Ltd is looking for ambitious individuals 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 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:

CeMAP Level 3 preparation

UK mortgages and protection

FCA regulations and compliance

Fact-finding and client needs analysis

Mortgage sourcing and research

Client communication and professional skills

Stage 2 – Adviser Development

After completing 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

✅ 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 CeMAP training

• 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