We are looking for an enthusiastic and motivated Business Administration Apprentice to join our friendly and professional team at Premier Mortgage Services. This is an excellent opportunity for someone looking to start their career in business administration while gaining valuable experience within the financial services industry.
As a Business Administration Apprentice, you will play an important role in supporting the day-to-day operations of the business. Working closely with mortgage advisers and administrative staff, you will develop a broad range of administrative, communication, and organisational skills while studying towards a recognised Business Administration qualification.
Main Duties and Responsibilities:
Answering telephone calls and dealing with customer enquiries professionally.
Greeting clients and assisting with appointment bookings.
Managing emails and responding to routine correspondence.
Maintaining accurate client records and updating internal systems.
Preparing and sending documentation to clients, lenders, and solicitors.
Supporting mortgage advisers with administrative tasks throughout the application process.
Filing and organising both electronic and paper documents.
Monitoring and processing incoming post.
Scheduling meetings and managing diaries.
Ensuring all information is handled in line with company procedures and data protection requirements.
Providing excellent customer service to clients throughout their mortgage journey.
Training:Two Wednesday's a month at Nottingham College City Hub campus. You will also be assigned an assessor who will visit you at the workplace. Training Outcome:Potential opportunity for a permanent role within the company following successful completion of the apprenticeship.Employer Description:We're Premier Mortgage Services based in Nottingham. In 2025 we celebrated 33 years of providing first-class whole of market mortgage advice to clients across the Nottingham and the UK, surpassing £2 billion pounds of client borrowing.Working Hours :Monday to Friday, 9.00am to 5.00pm, with a 1 hour lunch break.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
Mortgage & Protection Adviser
Chipping Norton, Oxfordshire | Flexible/remote working Employed: £30,000–£35,000 basic + uncapped earnings Self-employed: Competitive commission structure + uncapped earning potential
Are you an experienced Mortgage & Protection Adviser looking for greater flexibility, strong support and the opportunity to develop your career?
Cotswold Financial Solutions Ltd, a Partner Practice of St. James’s Place Wealth Management, is looking for a qualified Mortgage & Protection Adviser to join its established and growing team.
With the option to join on an employed or self-employed basis, this is a flexible opportunity that can be shaped around the right individual. For someone looking to develop further, there is also a supported pathway towards becoming a Financial Adviser within the St. James’s Place Partnership.
About The role
You'll provide professional, compliant and client-focused mortgage and protection advice, building trusted, long-term relationships and managing cases from initial enquiry through to completion and beyond.
Key responsibilities will include:
Providing mortgage and protection advice tailored to individual client needs
Completing fact-finds, affordability assessments and appropriate product research
Managing mortgage and protection applications through to completion
Maintaining accurate client records and compliant file notes
Liaising with lenders, providers, solicitors, estate agents and other professionals
Keeping up to date with lender criteria, product developments and regulatory requirements
Building strong client relationships and developing repeat and referral business
Managing your own diary, workload and pipeline
About you
As the Mortgage & Protection Adviser, you'll need:
CeMAP 1, 2 and 3, Cert CII (MP), or an equivalent recognised mortgage qualification
Experience providing regulated mortgage advice
Experience providing protection advice alongside mortgage recommendations
A sound understanding of mortgage products, lender criteria and regulatory environment
Strong communication, relationship-building and organisational skills
The confidence to work independently while contributing to the wider team
Full right to work in the UK
Suitable professional references that can be contacted and verified
Experience managing an existing client bank, developing professional referral relationships or generating new business would be advantageous
What’s on offer?
Choice of employed or self-employed working arrangements
£30,000-£35,000 basic salary for employed advisers
Uncapped performance-related earning potential
Clearly defined commission structure
Flexible remote working alongside the Chipping Norton office
Administrative and compliance support
Access to the firm's systems and resources
Ongoing training, CPD and professional development
Friendly and supportive working environment
Supported pathway towards becoming a Financial Adviser for the right individual
If you're an experienced Mortgage & Protection Adviser looking for greater flexibility, professional support and genuine long-term career development, we'd love to hear from you.
Application process
Employ Direct is an advertising service of Cameo Consultancy (Recruitment) Limited. When applying for this role, should you be successful, your details will be forwarded directly to our client, and they will contact you.
All applications will be treated in confidence. Any offer will be subject to satisfactory, contactable professional references and appropriate regulatory and compliance checks.
Cotswold Financial Solutions Ltd is a Partner Practice of St. James’s Place Wealth Management
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Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products.
Prepare annual review and meeting packs to assist the IFA/Client meeting process.
Provide assistance and updates to the client where required including documentation being returned and processed.
Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process.
Progress mortgage, protection, pension, and investment business through to completion.
General Administration duties including filing, scanning, invoicing and post.
Answering calls promptly and in a professional manner.
Preparing client valuations and updating policy data.
Training:
This is a fully work-based programme.
You will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider.
Training Outcome:There is the opportunity to secure a full-time position upon successful completion of the apprenticeship for the right candidate. Fairstone is committed to developing its employees and offers excellent career progression opportunities across a variety of departments. Upon progressing into a full-time role, candidates will also have the opportunity to work towards their R0 qualifications, further supporting their professional development and long-term career prospects within the business.Employer Description:Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey. Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services. Our clients are at the centre of everything we do and thanks to them we are one of the most trusted wealth management firms on Trustpilot.Working Hours :Monday - Thursday 9am - 5.30pm and Friday 9am - 3pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
