Client Advisory Financial Services - Internship
at Wealthmax Financial Advisers Limited UK Skilled Worker EmployerWealthmax 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 Academy3-month UN-PAID training internshipYou 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 DevelopmentAfter 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
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