Apprentice Mortgage Broker

Month 1-6:

Take on the role of a customer relationship manager as part of the customer contact team This gives experience working with estate agency leads, the various software applications used in the advice process and a how to win business / commitment with customers Knowledge and understanding with what paperwork involved with all types of mortgage application Knowledge and experience with booking follow up appointments, protection appointments and ancillary business opportunities

Month 7-12:

Work with mortgage brokers in their base branch Shadow real life appts (1st appts, sign ups and protection) Request and check paperwork Process AIP’s and cases Carry out compliance checks on cases Spend time with the case managers to see the post-sale process Once CeMAP 3 obtained, attend the MAB Academy Scheme ready for full sign off and authorisation

Training:

The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification.

Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser.

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Professional Qualifications:

Certificate in Mortgage Advice and Practice (CeMAP1,2,3) - awarded by The London Institute of Banking and Finance (LIBF) The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors

Training Outcome:
Successful completion of this apprenticeship scheme and training will lead to a full time employed position with the firm as a Mortgage Broker

Employer Description:

Balgores provide all forms of mortgage and associated financial services advice to customers. From buying a new home, remortgaging, protecting themselves and their family, through to commercial lending and full financial advice through out partnered businesses

Working Hours :
Monday - Friday, 9.00am - 6.00pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working,Initiative,work ethic,Personal drive,Growth mindset,Self confidence