The role

Are you a graduate or equivalent looking to begin a career within financial services? My client is a financial adviser and is looking to hire an ambitious individual with a passion for the financial services industry, who he would train and develop as a mortgage and protection expert.

The opportunity would involve working closely with him and another mortgage and protection administrator, to learn all there is to know about mortgages and protection specifically within the financial advice world. The opportunity would also include full support towards achieving your mortgage and protection license, and this support includes having the exams paid for as well as time off to study beforehand.

The organisation

My client has been in the industry for a number of years and has an extremely successful business, which he is continuing to grow steadily. He is an expert adviser and would be an exceptional mentor for anyone serious about cultivating a career within wealth management.

The team consists of the adviser and 4 other individuals, including another trainee who has just joined to develop a career specifically in investments and pensions. The team shares an open plan office with another wealth management team that consists of 9 individuals – so the office is large, bright open plan and very social all in all with everyone interacting freely. The offices are based in Hungerford with ample free parking


No previous experience needed – the client is happy to consider anyone with transferable skills and provide full training and development. The main requirement is that you are a determined and ambitious individual serious about developing a career within financial services, and who has a genuine interest in the mortgage and protection side as this will be your specialist area.