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...
