Supporting the mortgage adviser with client enquiries
Helping prepare mortgage cases and client documents
Speaking with clients, lenders, solicitors and estate agents
Booking appointments and following up with clients
Learning about the mortgage process from initial enquiry to completion
Assisting with mortgage administration and case trackingHelping clients understand what information and documents are required
Helping with general office administration
Updating systems and keeping client records organised
Providing a professional service to clients
Training:Level 3 Mortgage Adviser Apprenticeship Standard:
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:
This apprenticeship is designed to give you a strong foundation in the mortgage and property industry
For the right person, there may be the opportunity to progress into a permanent Mortgage Adviser position with CAPC once the apprenticeship has been completed and the candidate has achieved CeMAP 1, 2 and 3
Employer Description:Christopher Allen Private Clients is a boutique mortgage and protection brokerage specialising in High Net Worth clients. Providing bespoke mortgage advice to assist with residential and buy to let purchases and re-mortgages.
Working closely with high street lenders, specialist providers and private banks to assist our clients in achieving their financial goals. Advisers have access to over 12,000 mortgages from more than 90 UK lenders, including exclusive deals only available through us.
CAPC has become one of the premium mortgage brokers for an increasing number of accountancy firms around the UK. This allows accountants to provide enhanced support services to their clients.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 4.30pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Team working,Enthusiastic to learn,Professional attitude,Well presented,Self motivated....Read more...
Duties will include, but not be limited to:
Facilitate the processing of clients’ applications for mortgage and insurance products.
Assist with all administration tasks on behalf of the advisers.
Assist in the day to day running of the business.
Maintain client records.
Deal with client queries and utilise the support from lenders, insurance companies and the advisers.
Provide support to the office manager and administration team.
Training:
The successful candidate will work towards achieving their Apprenticeship Standard in Business Administration Level 3.
A dedicated work-based trainer will be assigned to the candidate to provide them with support and guidance throughout the course.
This is a predominantly work-based programme with College attendance required once a month. All learning will take place at the candidate's place of employment/College and within their contracted working hours.
Training Outcome:Employment and progression within the organisation may be possible upon successful completion of the apprenticeship.Employer Description:Independent Mortgage Broker offering services from purchases and remortgages to insurance.Working Hours :Monday to Thursday, 9.00am to 5.00pm.
Friday, 9.00am to 2.00pm.Skills: 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,Patience....Read more...
Day-to-day responsibilities will include:
Creating and scheduling content across social media platforms, websites and email campaigns
Assisting with property marketing, including photography, videos and promotional materials
Supporting estate agency, lettings and mortgage teams with marketing campaigns and lead generation
Monitoring campaign performance and reporting on engagement and marketing results
Maintaining brand consistency across all online and offline marketing channels
Training:
The apprentice will be working towards the Multi-Channel Marketer Level 3 Apprenticeship Standard
All delivered within the workplace via online training and at Colchester Institute Campus every other week
Training Outcome:We have always tried to continue our working relationship with apprentices and offer full-time positions upon completion of the apprenticeship. Employer Description:The 3 companies have a combined staff number of 20. We see ourselves and be successful because we all get on and have solid working relationships with each other and our clients. We have a sales and lettings estate agency and a mortgage brokers. The brokers has a different brand ( Mustard Mortgages). Our 3 branches are in: Colchester, Wickford and Basildon. We really have no social media presence and would like someone to have fun increasing our SM presence.Working Hours :Monday to Friday 8:45am - 5pm with regular breaks as needed. Minimum 30 hours up to 40 a week.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Team working,Creative,Initiative,Non judgemental,Patience,Access to a vehicle,Driving Licence....Read more...
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident adviser.
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:Mortgage adviser- Equal to Level 3 (A level).
Course contents:
The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements)
Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third-party product providers
An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people
The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals
Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements
Certificate in Mortgage Advice and Practice (CeMAP 1,2,3) - 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:Full-time position available on completion of apprenticeship. Employer Description:Bower is one of the UK’s leading and long standing Equity Release advice companies, with over 20 years of award-winning advice plus a platinum 5-star Feefo customer experience 2026 rating.
Bower is a customer focused, social and eco responsible, financial services and lead generation company which goes above and beyond in the care of its customers and staff. Bower provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the Financial Conduct Authority (FCA). We also have a Wealth Management team able to offer Independent Financial Advice on pensions and investments where required.
Bowers enquiries are generated from its own web sites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement. Bower advises on standard residential mortgages, lifetime mortgages, all equity release products, later life mortgages, investment and pensions and general insurance products.Working Hours :Monday - Thursday, 09:00 - 17:30. Friday, 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Initiative,Growth mindset,Personal drive,Self confidence,Good work ethic,Excellent written skills....Read more...
The successful candidate will work alongside our dynamic team providing a broad range of marketing support ensuring the company maximises growth opportunities while maintaining a high standard of communication with our existing clients and business partners. This is a varied role that requires an adaptive approach to working in a fast-paced environment but some of the main duties are as follows:
Implement marketing strategy
Content creation for multiple platforms including video
Work with the sales team to identify possible opportunities and creating campaigns
Build, implement and monitor various marketing campaigns using email platforms like Mailchimp to drive customer engagement
Day to day monitoring of social media accounts
Create and manage content calendar for multiple platforms
Support key introducers providing relevant content to maximise opportunities
Work with local grass roots sports teams sponsored by the company
Monitor national and industry news identifying relevant stories
Liaise with the wider marketing team
Website management
Copy writing (press releases and news articles)
Internal communications
Print/design management
Monitor Google Ads campaigns
Create and monitor WhatsApp campaigns
Occasional event planning/management
Working with Mortgage Advice Bureau systems
Monitor and respond to online reviews
Reporting
Preparing presentations
Ad hoc tasks as required supporting other teams within the business
General marketing support
Training Outcome:Support
Help and guidance will be provided throughout your career with us
Training
You will receive a wealth of training via a plethora of industry recognised and renowned sources
Development
We will give you an opportunity to grow into a professional marketer
Progression
We will provide you with a career path in line with your desires and the guidance to achieve it
Reward
We believe in rewarding those that succeed and achieve greatness
Employer Description:Through investment in our people, we strive to offer exceptional service & results, in the heart of our communities. Our people make us the success we are, and we're fully committed to providing ongoing training and personal development to constantly add to their knowledge and skills.Working Hours :To be agreed within the hours of 7.00am - 5.30pm, Monday - Thursday.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Presentation skills,Team working,Creative....Read more...
We’re on the lookout for a Production Chef to join our team!
Prep, create and bring our pub menu to life. Got a passion for food? You’ll fit right in. From learning new prepping skills, bringing a meal to life for the first time, to owning a section of the kitchen.
As a Production Chef:
There’s plenty to get involved with whilst growing your career and developing skills that you can take home
Experience in a similar Chef role or an experienced KP
Know or be willing to learn about the kitchen areas and procedures
Work within a team in a fast-paced environment
Help to support the kitchen team with the day to day running of the kitchen
Have a passion to deliver great, hot food to spec each and every time
What comes next is up to you: We’ll support you to complete your Chef Development Programme with the goal of becoming a Sous Chef.
What you get from us: You’ll be joining an award-winning local pub company that puts people first, lives by people-led values, and offers real opportunities to advance your career - with genuine benefits that include:
30% off at all our pubs, restaurants, and hotels
A reliable hours contract, to give you the security you deserve
Refuel at work with our £4.50 meal deal option whilst on shift, including popular menu dishes plus a drink
Flexible and part time hours offered to work around your family or higher education
Marston’s Cheers Reward & Recognition Platform (earn points to spend for living and breathing our values and behaviours and access high street retailer discounts)
Health Screening Discounts
Long Service Awards
Gym Discounts
24-hour GP helpline
Mortgage Advice and support
Fantastic range of apprenticeship programmes to support your career
A friendly and lively atmosphere, working alongside passionate and diverse teammates
Access to Licensed Trade Charity for financial, mental, and emotional well-being support
Come as you are. Personality counts for more than anything else here. We’ll accept you and celebrate you for being you. We can’t wait to see what we can make happen together. Marston’s could be the making of you.
At Marston’s, you will be working towards your Chef Academy Production Chef Level 2 Apprenticeship qualification over the course of 15 months.
Marston’s. Where people make pubs.Training Outcome:
Marston’s offer ongoing training and support and actively encourage their employees to progress
Employer Description:We’ve been running pubs and brewing beer in one form or another for more than 185 years – a heritage that we’re incredibly proud of! Today we operate more than 1,400 pubs, bars and hotels.Working Hours :Shift work including evenings and weekends, exact shifts to be confirmedSkills: Communication skills,Attention to detail,Customer care skills,Team working....Read more...
We’re on the lookout for a new Bar and Waiting Apprentice to join our team!
At Marston’s, you will be working towards your Food and Beverage Team Member Level 2 Apprenticeship qualification over the course of 15 months.
New to hospitality? You won’t be for long! Make a name for yourself in one of our pubs. Our Bartenders are at the heart of it all, right where the magic happens. It’s not just a shift on the bar. It’s mastering the best pint. It’s about creating those happy, memorable moments that leaves our guests coming back for more.
Whether you’re an expert now or you’re just starting out, we’re here to help you become your absolute best.
As part of our Bar and Waiting team you’ll: Be the face of our pubs creating and maintaining a vibrant and welcoming atmosphere.
* Be responsible for taking orders, serving and upselling our fantastic food and drinks* Be passionate about providing brilliant customer service* Care about the wider team, turning your hand to support wherever needed* Gain people, marketing and operational skills whilst getting paid for it!* Be encouraged to progress in your role whilst achieving a long-term career (if that’s what you’re after)
What comes next is up to you: Whether you’d like to progress your skills and become an expert in the role you join us in, develop and seek that next level up, or explore wider opportunities across our pub, hotels and pub support centre we have a range of career pathways to suit all.
What you get from us: You’ll be joining an award-winning local pub company that puts people first, lives by people-led values, and offers real opportunities to advance your career - with genuine benefits that include:
* 30% off at all our pubs, restaurants, and hotels* A reliable hours contract, to give you the security you deserve* Refuel at work with our £4.50 meal deal option whilst on shift, including popular menu dishes plus a drink* Flexible and part time hours offered to work around your family or higher education* Marston’s Cheers Reward & Recognition Platform (earn points to spend for living and breathing our values and behaviours and access high street retailer discounts)* Health Screening Discounts* Long Service Awards* Gym Discounts* 24-hour GP helpline* Mortgage Advice and support* Fantastic range of apprenticeship programmes to support your career* A friendly and lively atmosphere, working alongside passionate and diverse teammates* Access to Licensed Trade Charity for financial, mental, and emotional well-being support
Come as you are. Personality counts for more than anything else here. We’ll accept you and celebrate you for being you. We can’t wait to see what we can make happen together. Marston’s could be the making of you.
We’re excited to see what we can achieve together!Training Outcome:Marston’s offer ongoing training and support and actively encourage their employees to progress.Employer Description:Marston's have been running pubs and brewing beer in one form or another for more than 185 years – a heritage that we’re incredibly proud of! Today we operate more than 1,400 pubs, bars and hotels.Working Hours :30 hours per week. Shift work including evenings and weekends, exact shifts to be confirmed.Skills: Communication skills,Attention to detail,Customer care skills,Team working....Read more...
We’re on the lookout for a Supervisor to join our team!
Right at the heart of the pub - creating moments of joy. You’ll be there supporting the team to deliver the everyday moments and those stand-out occasions. You’ll thrive from an environment that is busy, varied, fast paced but most importantly – fun!
As Supervisor you’ll:
Have a natural talent for leading and motivating others, you’ll share moments of joy with our team and guests
You and the pub team will pride yourselves on delivering an experience that gets our guests coming back for more
Have previous experience in a similar Supervisor or Team Leader role
Work with wider pub management team to ensure the business runs efficiently and profitably
Opening and closing, stocking, and cashing up
Be a role model for customer service
Ability to think on the spot and use your initiative
Accountable for the smooth running of shifts and for managing all aspects of the pub when the wider management team is away
What comes next is up to you: If you have the determination to drive your development, we’ll support you to progress into an Assistant Manager role and beyond!
What you get from us: You'll be joining an award-winning local pub company that puts people first, lives by people-led values, and offers real opportunities to advance your career - with genuine benefits that include:
30% off at all our pubs, restaurants, and hotels
A reliable hours contract, to give you the security you deserve
Refuel at work with our £4.50 meal deal option whilst on shift, including popular menu dishes plus a drink
Flexible and part time hours offered to work around your family or higher education
Marston’s Cheers Reward & Recognition Platform (earn points to spend for living and breathing our values and behaviours and access high street retailer discounts)
Health Screening Discounts
Long Service Awards
Gym Discounts
24-hour GP helpline
Mortgage Advice and support
Fantastic range of apprenticeship programmes to support your career
A friendly and lively atmosphere, working alongside passionate and diverse teammates
Access to Licensed Trade Charity for financial, mental, and emotional well-being support
Come as you are. Personality counts for more than anything else here. We’ll accept you and celebrate you for being you. We can’t wait to see what we can make happen together. Marston’s could be the making of you.
Marston’s. Where people make pubs.
At Marston’s, you will be working towards your Marston's Academy Hospitality Supervisor Level 3 Apprenticeship qualification over the course of 15 months.Training Outcome:
Marston’s offer ongoing training and support and actively encourage their employees to progress
Employer Description:We’ve been running pubs and brewing beer in one form or another for more than 185 years – a heritage that we’re incredibly proud of! Today we operate more than 1,400 pubs, bars and hotels.Working Hours :Shift work including evenings and weekends, exact shifts to be confirmed.Skills: Communication skills,Attention to detail,Customer care skills,Team working....Read more...
