Perfect role for an experienced mortgage professional looking to shape the next generation of advisers through coaching and developmentReady to transition your mortgage expertise into a rewarding leadership position? This supervisor role offers the chance to combine your industry knowledge with people development skills, supporting a network of ambitious mortgage advisers as they grow their businesses and achieve their professional goals.Company OverviewThis company stands apart in the mortgage industry with a refreshingly honest approach - advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises.The roleStep into a role where your mortgage industry experience becomes the foundation for developing others. Based in Wilmslow with hybrid flexibility, you'll be the trusted coach and mentor for a portfolio of self-employed mortgage advisers. This isn't about micromanagement - it's about empowering professionals to reach their potential through structured support, training identification, and performance coaching.Primary responsibilities:Conduct regular one-to-one coaching sessions with network advisers to review performance and identify growth opportunitiesMonitor adviser KPIs and work collaboratively to develop strategies for improvement and business growthAssess individual training needs and coordinate appropriate development programmesProvide technical mortgage guidance and support complex case scenarios when requiredBuild strong working relationships with advisers, understanding their business goals and personal motivationsCollaborate with internal teams to ensure advisers receive comprehensive business supportEssential skills and experience:Solid background within banking, mortgage lending, or mortgage advisory roles with deep industry understandingExperience working with mortgage products, compliance requirements, and lending criteria across multiple providersNatural coaching abilities with demonstrated experience in people development or mentoringStrong interpersonal skills with the ability to build trust and rapport with diverse personalitiesUnderstanding of self-employed business challenges and what drives adviser successExcellent communication skills with the confidence to challenge constructively whilst remaining supportiveWhy this role mattersYou'll be working with advisers who've chosen independence and business ownership - they're motivated, ambitious professionals who value the guidance of someone who truly understands their world. Your expertise becomes their competitive advantage, and their success becomes your professional achievement. It's a role that combines technical knowledge with people skills in a uniquely rewarding way.What we offer:Competitive salary £30,000 - £35,000 depending on experience and backgroundHybrid working arrangements with excellent Wilmslow office facilitiesComprehensive benefits package including pension contributions and professional development opportunitiesOpportunity to influence business growth and adviser success across a thriving networkClear career progression pathway within an expanding, successful organisationAccess to ongoing industry training and networking eventsWork PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
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 Level 3 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...
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....Read more...
Assisting with day-to-day mortgage administration and client support
Processing Mortgage documents accurately and efficiently
Maintaining client records and ensuring information is kept up to date
Supporting advisers and senior team members with administrative tasks
Handling incoming calls, emails, and client enquiries in a professional manner
Learning mortgage processes, systems, and compliance procedures
Scheduling appointments and managing diaries where required
Assisting with reports, data entry, and document preparationDeveloping knowledge of mortgage products, services, and regulations
Working towards industry qualifications alongside practical on-the-job training
Building strong communication and organisational skills within a professional office environment
Contributing to a supportive team within a growing business with progression opportunities
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
Completion of CeMAP1 will provide a solid foundation for the learner and can lead 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:
Permanent post with progression opportunities available
Employer Description:Established in 2000, Warren & Co is a team of experienced mortgage and financial advisors who offer friendly, easy-to-understand advice to Customers across the UK.
Being independent we work with a full range of UK mortgage providers and financial organisations, which allows us to find the most suitable lenders or providers for your situation.
Having worked in the industry for many years we have developed a strong reputation for offering excellent service whilst delivering excellent mortgage deals and financial services.
Trust, honesty and integrity are at the core of everything we do ensuring our customers know they are in a safe pair of hands when we are looking after their financial requirements.Working Hours :Monday to Friday
9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Initiative,Eager to learn,Positive attitude,Professional attitude....Read more...
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...
Goodwills Legal Services Limited have over 20 years of experience providing trusted estate planning services across England and Wales. They work directly with clients and alongside financial advisers, mortgage brokers, and estate planning professionals to deliver tailored advice and professionally drafted legal documents.Their experienced team is committed to clear, personalised guidance, never a one-size-fits-all approach. With fully insured services, high ethical standards, and access to a wider range of legal services through their sister company, Premier Solicitors, they provide reliable, cost-effective estate planning solutions with complete peace of mind.The successful candidate will play an important role in supporting both consultants and clients throughout the estate planning process, ensuring that every client receives a high standard of service from their initial enquiry through to the completion of their case. The role involves providing administrative support to the Sales Team, responding to client enquiries by telephone, email, and online, and preparing client documentation, correspondence, and new instructions for processing. Maintaining accurate client records and updating information within the company's CRM system, including matching client payments, will also form a key part of the role.Working closely with clients and colleagues across different departments, the Sales Administrator will help ensure that cases progress smoothly by monitoring outstanding documentation, following up with clients when required, and assisting with the efficient processing of work. Additional responsibilities include producing reports, supporting sales and processing performance monitoring, completing administrative tasks accurately while following company procedures and compliance requirements, and providing general administrative support to the wider business.The role also involves working alongside senior management to help introduce and improve business processes where needed, as well as ensuring that marketing, sales, and training materials are well organised and maintained. As the company continues to grow, this position offers genuine opportunities for career progression, with the potential to develop into either the Sales Team or the Legal Team, depending on individual performance, skills, and the needs of the business.Training:
Level 3 Business Administration
Level 2 Functional Skills English and maths
Training Outcome:On successful completion of the apprenticeship, the successful candidate will have the opportunity to progress within the company both in terms of position and pay, this includes joining other departments within the firm. Additionally, the successful candidate could undertake further qualifications.Employer Description:Goodwills Legal Services Ltd is a small but growing firm based in the centre of Bedford, assisting clients with private client and estate planning law.Working Hours :Monday to Friday, 9:00am to 5:30pm (1 hour unpaid lunch break).Skills: Dependable,Good People Skills,IT skills,Punctual....Read more...
