Trainee Financial Advisor – Mortgage background required.
Leading Specialist Wealth Manager, Based Central London
£35,000 + Excellent Package
An award-winning London Wealth Management Company are looking to expand their Wealth Management team with the appointment of a new Trainee Financial Advisor. This is an exciting time to join the company as they continue to grow the company through 2026. They have an excellent reputation and believe in developing employees’ knowledge and offering strong career development opportunities. The company offers an excellent, structured training & development programme and will assist you with professional qualifications in Wealth Management.
They are ideally looking for a candidate who is currently working in the Mortgage sector who has gained CeMap or working towards, who would like to train and develop within Wealth Management / Financial Planning. The company will offer full training and use your client management skills, relationship building, and financial services knowledge to develop you into a qualified financial advisor.
Specifics of the role will include –
* Support the Wealth Management team deliver bespoke mortgage advice to HNW / UHNW clients, managing the whole process journey and client requirements.
* Build relationships with clients, lenders and internal teams to deliver a seamless advice service.
* Manage end to end Mortgage advice including factfinding, research, proposal, application and delivery.
* Understand the complexity of bespoke mortgage solutions to high net worth clients who may have specific none universal requirements. Find solutions and take ownership of problem solving.
* Develop knowledge and deliver protection planning.
* Work closely with the team, developing your knowledge of wealth management, investment and pension products, working towards a transition into financial planning.
* Study towards your diploma in financial planning. Fully supported
* Understand and develop the relationship management skills required to deliver first class wealth management advice to high profile clients.
To apply for the role, you MUST HAVE PREVIOUS MORTGAGE EXPERIENCE. You will also need to display excellent communication skills, a strong work ethic and desire to do well and have an all-round positive and enthusiastic approach.
In return, our client offers the opportunity to work in a genuinely interesting and dynamic environment for a rapidly expanding organisation. They will offer the opportunity to further develop and take professional qualifications.
For more information, please contact Richard Garbett