Wealthmax Financial Advisers Limited
Mortgage & Protection Adviser
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Build Your Career with Wealthmax
Wealthmax Financial Advisers Limited is a growing, directly authorised financial advice firm supporting clients across the UK.
We are looking for an ambitious and experienced Mortgage & Protection Adviser who is passionate about delivering great advice, building strong client relationships and growing their business.
What You’ll Do
- Provide high-quality, compliant mortgage and protection advice
- Understand client needs through detailed fact-finding
- Research and recommend suitable mortgage solutions
- Identify and advise on appropriate protection needs
- Manage cases from initial enquiry through to completion
- Build long-term client relationships and generate referrals
- Maintain a strong pipeline and achieve agreed performance targets
- Work closely with our administration, compliance and management teams
- Deliver consistently strong customer outcomes
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What We’re Looking For
- CeMAP qualified or equivalent – essential
- Previous mortgage advice experience
- Strong understanding of the UK mortgage market
- Experience in protection advice
- Excellent communication and relationship-building skills
- Highly organised and confident managing multiple cases
- Self-motivated, commercially driven and client-focused
- Strong commitment to compliance and professional standards
What We Offer
- Competitive base remuneration package
- Uncapped commission
- Strong earning potential
- Business and client opportunities
- Dedicated administrative support
- Compliance and Training & Competence support
- Ongoing coaching and professional development
- Career progression within a growing financial services business
- Supportive, ambitious and collaborative team environment
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Why Wealthmax?
We want advisers who are hungry to grow, serious about client outcomes and ready to build a long-term career. At Wealthmax, you’ll have the support, infrastructure and opportunity to develop your business while working within a professional and compliance-focused environment.
Ready for your next move? Apply now with your CV and details of your mortgage and protection experience.
Wealthmax Financial Advisers Limited
Grow your career. Build your business. Make an impact.
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