Apprentice Mortgage Adviser

Summary

This is an exciting opportunity to ‘earn as you learn’ and start a career with Mortgage Seeker Limited (part of Mortgage Advice Bureau). Working with an expanding, young, professional, successful team - while training to be a Mortgage Adviser, with realistic opportunities for future career progression.

Annual wage

£14,000 a year

Minimum wage rates (opens in new tab)

• Salary from £14,000 – £20,000 depending on experience

Training course

Mortgage adviser (level 3)

Hours

Monday-Friday: 9am to 5.30pm Every other Saturday: 9am to 1pm (Equivalent 39.5 hr week)

39 hours a week

Possible start date

Monday 4 November

Duration

1 Year 5 Months

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Follow Adviser training plan, complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base
Mortgage Application Processing: Handle the end-to-end processing of mortgage applications, ensuring all documentation is accurate and submitted on time
Client Liaison: Act as the primary point of contact for clients, lenders, and third parties, providing updates and handling queries efficiently
Document Management: Ensure all client files and records are maintained in compliance with industry regulations
Compliance: Adhere to regulatory requirements and company policies, ensuring all mortgage applications meet compliance standards
Administrative Support: Provide general administrative support to the mortgage advisor, including diary management, scheduling appointments, and preparing reports

Where you’ll work

18 Hall Quay

Great Yarmouth

NR30 1HJ

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Mortgage adviser (level 3)

Equal to A level

Course contents

The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements).

Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third party product providers.

An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people.

The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals.

Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements.

Your training plan

Apprentices will complete the Level 3 Mortgage Adviser Apprenticeship Standard

Fully and part funded learning and development programme that includes the CertCII (MP) Certificate in Mortgage Advice, which includes:
CF1 Financial Services, Regulation & Ethics
CF6 Mortgage Advice
Develop the knowledge, skills and behaviours of successful Mortgage Advisers
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 & CF6 digital study books and exam entry
Fortnightly workshops for the CII exams from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

Requirements

Essential qualifications

GCSE in:

English (grade 4)
Maths (grade 4)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Customer care skills
Presentation skills
Analytical skills
Team working
Initiative

About this company

Mortgage Advice Bureau is one of the largest Mortgage Broker’s in the UK with over 2000 Advisers. We have won over 200 Mortgage Industry Awards over the last 25 years.

https://www.mortgageadvicebureau.com/mortgage-advisers/hall-quay-great-yarmouth (opens in new tab)

After this apprenticeship

After 6 months you will be eligible to join the operations team monthly commission structure
After 12 months you will be eligible to move to our full pay scales (on or above minimum wage)
After completing the Apprenticeship and our own internal Mortgage Academy (4 months) you will become a full Mortgage Adviser and will be paid Salary, Commission and Bonus based on performance (OTE £35-70k)

Ask a question

The contact for this apprenticeship is: