Apprentice Mortgage Broker

Supporting the mortgage adviser with client enquiries Helping prepare mortgage cases and client documents Speaking with clients, lenders, solicitors and estate agents Booking appointments and following up with clients Learning about the mortgage process from initial enquiry to completion Assisting with mortgage administration and case tracking
Helping clients understand what information and documents are required Helping with general office administration Updating systems and keeping client records organised Providing a professional service to clients

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 (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:
This apprenticeship is designed to give you a strong foundation in the mortgage and property industry For the right person, there may be the opportunity to progress into a permanent Mortgage Adviser position with CAPC once the apprenticeship has been completed and the candidate has achieved CeMAP 1, 2 and 3

Employer Description:

Christopher Allen Private Clients is a boutique mortgage and protection brokerage specialising in High Net Worth clients. Providing bespoke mortgage advice to assist with residential and buy to let purchases and re-mortgages.

Working closely with high street lenders, specialist providers and private banks to assist our clients in achieving their financial goals. Advisers have access to over 12,000 mortgages from more than 90 UK lenders, including exclusive deals only available through us.

CAPC has become one of the premium mortgage brokers for an increasing number of accountancy firms around the UK. This allows accountants to provide enhanced support services to their clients.

Working Hours :
Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 4.30pm.

Skills:
Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Team working,Enthusiastic to learn,Professional attitude,Well presented,Self motivated