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...
