Apprentice Graduate Mortgage Broker

Month 1-6:

Join the customer contact team as a trainee Customer Relationship Manager, taking ownership of customer and estate agency leads. Speak with customers to understand their circumstances, build trust and secure commitment to mortgage, protection and follow-up appointments. Develop confidence using the CRM, diary management and mortgage-related software systems, while maintaining accurate and professional customer records. Build a practical understanding of the mortgage journey, required documentation, service standards, compliance requirements and wider referral opportunities.

Month 7-12:

Work alongside experienced mortgage brokers within a branch-based advisory team and progressively take on greater responsibility for client and case support. Observe and support live customer appointments, including initial consultations, mortgage sign-ups and protection discussions. Request, review and organise customer documentation, ensuring information is complete, accurate and ready for the advice process. Support Agreements in Principle and mortgage applications, learning how cases progress from initial enquiry through to submission. Complete supervised compliance and quality checks, developing a clear understanding of regulated advice standards and customer outcomes. Spend time with case managers to understand the post-sale process, lender communication and the customer journey through to completion. Following completion of CeMAP 1, 2 and 3, attend the MAB Academy programme in preparation for final competency sign-off and adviser 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 Financial Services provides mortgage and associated financial services advice to customers across Essex and the surrounding area. We support first-time buyers, home movers, landlords and remortgage customers, as well as helping clients protect themselves and their families. Through our partner businesses, customers can also access commercial lending and wider financial planning services. Our established estate agency network provides a high-volume, commercially focused environment in which ambitious advisers can build long-term careers.

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

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Analytical skills,Logical,Team working,Initiative,Commercial awareness,Relationship building,Customer engagement