The apprentice will be responsible for all aspects of mortgage research and administration. The aim will be for the apprentice to qualify as a mortgage advisor within 3 years and support the practice with mortgage advice and applications. Other general administration work relating to the practice’s financial advice activities will also be part of the role.
Conduct detailed mortgage research, including sourcing suitable products from lenders based on client profiles, affordability, and regulatory criteria
Prepare and process mortgage applications, ensuring all documentation is accurate, complete, and compliant with lender and FCA requirements
Liaise with clients, lenders, solicitors, and underwriters to track application progress and resolve queries efficiently
Maintain and update client records and case management systems in line with data protection and compliance standards
Support qualified advisers by gathering client information, producing illustrations and assisting with suitability documentation
Carry out general administrative duties for the practice, such as scheduling appointments, managing correspondence, and supporting wider financial advice activities
Training:
You will access your training online from the employers site address
Training Outcome:
Aim is for successful candidate to qualify for mortgage advisor within 3 years to pursue an advisory role in the practice to aid clients in obtaining mortgages and develop the practice’s mortgage proposition further
Employer Description:Having worked for the largest banks on the High Street and large IFA Practices over the last 18 years, Principal of Stoneacre Financial Planning Hugo decided he wanted to offer a more tailored and bespoke service putting the client at the heart of everything he does.
After considering feedback from past clients, who were always disheartened with sudden changes of advisers after only just getting to know them and not building any sort of relationship with them. He wanted to able reassure clients that he would be there for them when they needed him. He therefore aims to build long standing and trusted relationships with all of his clients from the start of their journey together.Working Hours :Monday– Friday, 8:30am to 4:30pm,1 hour lunch break.Skills: Communication skills,IT skills,Organisation skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
Abundance Finance Ltd is a growing mortgage and protection brokerage that supports clients across the UK while helping advisers build successful careers in the industry. As part of a small but ambitious team, the apprentice will gain hands-on experience across the full mortgage advice process while learning directly from experienced brokers.
This role is designed to provide a strong foundation in the mortgage and protection industry, combining administration, client interaction and compliance support. The apprentice will gradually develop their knowledge of the industry, lender criteria and the overall advice process.
On a day-to-day basis, the apprentice will support brokers and the director with various operational and client-facing tasks, helping ensure cases progress smoothly from enquiry through to completion.
Key responsibilities will include:
Assisting with client enquiries and initial information gathering
Preparing documentation and supporting mortgage and protection applications
Liaising with lenders, solicitors and clients to help progress cases
Updating internal systems and ensuring client records are accurate
Supporting compliance and administrative processes
Learning how to research mortgage products and lender criteria
Assisting with general office and operational tasks where required
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
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:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Following the successful completion of the Mortgage Administrator apprenticeship, there will be an opportunity to progress into a further advanced apprenticeship within the mortgage industry. From there, the long-term goal is to develop into either a fully competent mortgage broker within the firm or move into a compliance-focused role, depending on where the apprentice’s strengths and interests lie.
At Abundance Finance, we are passionate about helping people build long-term careers in financial services. We provide the training, support and real-world experience needed to help individuals grow and succeed in the industry.Employer Description:Abundance Finance Ltd is a directly authorised mortgage and protection brokerage supporting clients across the UK. We provide expert advice on residential, buy-to-let and protection solutions, while also helping advisers build successful careers through training, support and a collaborative broker network.Working Hours :Monday - Friday, 8.30am - 3.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative....Read more...
Providing administrative support to mortgage advisers, including case progression and document management
Assisting with client fact‑finding, data input, and preparation of mortgage and protection applications
Liaising with lenders, solicitors, estate agents, and other third parties to support cases through to completion
Supporting compliance and record‑keeping in line with FCA requirements
Handling client enquiries and providing professional updates throughout the process
Learning how to research mortgage products and protection solutions under supervision
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
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
Training Outcome:This role is the first step toward a genuinely rewarding career in mortgage and financial services. With dedication, support, and ongoing learning, you’ll have the opportunity to grow from a trainee role into a fully qualified mortgage adviser, trusted to guide clients through some of the most important financial decisions of their lives.As your knowledge, qualifications, and confidence develop, so too will your responsibilities, client exposure, and career opportunities. You’ll build lasting professional relationships, develop specialist expertise in mortgages and protection, and play a meaningful role in the continued success of a respected, growing firm.For the right individual, this is more than a training role; it’s the foundation of a long‑term career offering progression, purpose, and the opportunity to make a real difference for clients and colleagues alike.Employer Description:An established and well respected mortgage brokerageWorking Hours :Monday to Friday 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Eager to learn,Ownership of responsibilities,Multitasking skills,Reliable and Punctual,Self motivated,Work well under pressure....Read more...
Duties to include:
Greeting visitors - announcing their arrival and providing hospitality
Answering incoming calls - screening calls, taking messages and dealing with queries from clients
Recording and maintaining detailed and accurate records
Post & deliveries - receiving, recording and distributing internal mail and deliveries
Recording and processing outgoing mail
Supporting other areas of the business - provide support with tasks and projects as and when needed
Ad-hoc administrative tasks such as photocopying, collating, scanning, shredding, archiving, composing letters and emails, distributing documents and research
Supporting the mortgage administration team with day-to-day tasks
The Apprentice We're Looking For
You’ll be someone who:
Operate with the utmost integrity, given the sensitivity of the information you may have access to
Respect team members, taking on board feedback and acting where appropriate
Communicating clearly in both verbal and written communication
Having attention to detail, and working in a methodical & thorough way
Effective time management, whilst prioritising and multitasking your workload
Customer focused
Emotionally intelligent
Able to adapt, quickly and flexibly, to requirements
Able to use information to your advantage in giving the best service to clients
Solution-oriented; when provided with an obstacle, you will look at ways to resolve it
Have or be able to develop coping mechanisms to manage workloads and pressures and be able and willing to ask for help when it is required
Training:
Online attendance with Loughborough College within the first 15 months, one morning per week with onsite sessions in the afternoon to assist with portfolio building and preparation for End Point Assessment
Diarised visits from dedicated Trainer/Assessor
Attendance at Loughborough College for an Induction Day (Induction to take place on the last Wednesday of the month that you are enrolled, 9:30am-3pm. Confirmation of date provided upon enrolment)
Attendance at Loughborough College for Functional Skills (if required)
On-the-job training
Off-the-job training.
Training Outcome:
Becoming a fully integrated member of our team, with the potential to progress into a Trainee Mortgage Adviser role
Employer Description:As specialist New Build Mortgage Advisers, we can find the most suitable mortgage for you. Meridian has been helping our customers buy their dream homes for over 25 years. Our extensive knowledge and experience, along with our access to a comprehensive range of mortgage products across the UK. including access to exclusive deals, enables us to find the most suitable mortgage for you and your circumstances. We want to help you buy your new home and make the process as simple as possible.Working Hours :Monday to Friday between 9:00am- 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Team working,Creative....Read more...
