Apprentice Mortgage and Protection Advisor

Support experienced advisors and administrators in delivering excellent mortgage and protection advice to clients Provide hands-on experience and industry knowledge while working towards professional qualifications and developing a long-term career in financial services Assist with client communications, gather and process documentation, update internal systems, liaise with lenders, estate agents and solicitors, and support advisors throughout the mortgage application process Learn about mortgage products, protection policies, compliance procedures and customer service standards within a regulated environment

Training:

Level 3 Mortgage Adviser Apprenticeship Standard:

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 (CeMAP 1,2,3) - 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:
Upon good progression there is an opportunity for a permanent full-time position with the company We are committed to supporting development and progression and have previously employed an apprentice on a full-time basis after successful completion of their apprenticeship There may also be opportunities for further training and development

Employer Description:

Truuli help clients secure their homes, families and futures through tailored mortgage and protection advice.  Expert advisers provide personalised guidance on mortgages, life insurance, income protection and related services, ensuring customers receive solutions that suit their needs and circumstances

Working Hours :
Monday - Friday, 9.00am - 5.00pm

Skills:
Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Sales experience,Customer Services experience