Mortgage Adviser to Financial Adviser – 2 Year Programme

Location: Watford
​Salary: Up to £40,000 + Bonus + Benefits + Career Development

Are you a Mortgage & Protection Adviser ready to take the next step into Financial Advice?
Do you want the opportunity to learn directly from an experienced Financial Adviser working with complex clients?
Are you responsive, switched on, able to take direction and hungry to develop your career in financial planning?
An established financial advice firm is offering an opportunity for an experienced Mortgage & Protection Adviser to transition into Financial Advice.
This role offers a structured two-year pathway to becoming a Financial Adviser, working closely alongside a Senior Financial Adviser.
Due to the complexity of the clients and cases, you will gain valuable technical knowledge and hands-on experience that will significantly accelerate your development within financial advice.

The Role
Working full-time from the office, you will support the advice process while building your financial planning expertise.

Responsibilities will include:

• Researching financial planning solutions​

• Supporting advisers with case preparation​

• Assisting with paraplanning and technical research​

• Reviewing existing client arrangements​

• Preparing suitability documentation and recommendations

Over time, you will develop the knowledge and experience required to progress into a fully qualified Financial Adviser.

Who This Role Would Suit
This opportunity would suit someone currently working as a:

• Mortgage Adviser

• Mortgage & Protection Adviser

• Protection Adviser

• Financial Services Consultant

…who is looking to transition into financial planning and wealth advice.

The ideal candidate will be:

• Responsive and proactive​

• Able to take direction and learn from experienced advisers​

• Technically curious and keen to develop​

• Motivated to build a long-term career in financial advice

What’s on Offer

• Two-year pathway to becoming a Financial Adviser​

• Mentoring from an experienced adviser​

• Exposure to complex financial planning cases​

• A supportive environment focused on professional development