Apprentice Mortgage Adviser

As an Apprentice Mortgage Adviser, you’ll play a key role in supporting our experienced team while learning the mortgage and insurance industry from the ground up. This is a hands-on role where you'll gain real client-facing experience while working towards becoming a fully qualified mortgage adviser.

Role Overview:

You’ll begin by focusing on selling life and home insurance from around week two of your start date, giving you immediate experience in advising and closing sales.

While doing this, you’ll also receive full training and support to prepare for your regulated mortgage qualifications. Over time, your responsibilities will grow to include mortgage advice as you progress through the apprenticeship.

Day-to-Day Duties:

Advising clients on life insurance and home insurance products Making outbound calls and following up on warm leads Gathering client information and required documentation Supporting the completion of insurance and mortgage applications Managing client records using our CRM system Booking appointments and maintaining communication with clients Shadowing experienced mortgage advisers Studying towards your mortgage qualification with dedicated study time

Key Responsibilities:

Deliver excellent customer service and build trust with clients Sell appropriate life and home insurance products from an early stage Maintain accurate records and adhere to compliance requirements Learn about mortgage products, criteria, and the homebuying process Work towards completing your CeMAP qualification Support the team in meeting sales targets and business objectives

This role offers a fast-paced, supportive environment with early responsibility and clear progression. You’ll gain confidence, experience, and qualifications while becoming an integral part of our growing team.

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:
There is excellent potential for progression, including a permanent role as a fully qualified Mortgage and Insurance Adviser upon successful completion of the apprenticeship Further training and qualifications, including advanced mortgage and financial services certifications, may also be offered

Employer Description:
We are Blossomfield Mortgages, and our ethos is to support our customers with life's big moments. We are a mortgage and insurance brokerage based in Birmingham, Solihull, Lichfield and the surrounding areas. We might be based in the Midlands, but we’re ready to assist customers the length and breadth of the UK. At Blossomfield Mortgages, we are passionate about helping customers fulfil their financial goals and make their dreams a reality.

Working Hours :
Monday - Friday, 10.00am - 4.00pm. Exact schedule can be flexible and agreed with the successful candidate.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative,Punctual,Reliable