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...
At Auction House Birmingham your duties will include:
Receiving and making multiple calls in a busy office
Handling enquiries about properties from potential buyers
Collecting feedback from potential buyers and updating vendors on a regular basis
Generating & Booking viewings and valuations
Producing reports, brochures, promotional information, and other written material
General admin tasks
Generate sales leads for mortgages and conveyancing
Update computer records
Provide excellent customer service to all clients
Training:
Business Administrator Level 3 Apprenticeship
20% off the job training
End point assessment
Functional Skills in math's and English if required
Training Outcome:
A full time position will be offered upon successful completion of the apprenticeship.
Employer Description:Since 1991, Edwards Moore The Estate Agency have consistently offered honest, informed and quality advice on the sale and marketing of homes throughout the Borough of Walsall. Still today honouring the philosophy of local people buying from local people, we promise to make the sale of your biggest asset our main priority and keep you advised and informed at every step of the process.Working Hours :Monday - Friday, 9.00am - 5:30pm. 1 hour break.
Alternate Saturdays, 9.00am - 1.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Initiative,Patience....Read more...
You will support the residential conveyancing teams in a wide range of administrative duties;
Providing fee estimates, opening files, producing standard and ad hoc correspondence, and ordering searches
Handling telephone enquiries, correspondence & emails to provide updates and information.
Drafting and amending letters and legal documents
Working as part of an office team to provide an efficient and friendly service to our clients
Take guidance to proactively deal with matters, ensuring clients, estate agents and all interested parties are advised of developments at all stages
Liaising with staff from other Ocean Group companies
Reporting on contracts to clients
Liaising with other law firms and estate agents when involved in transactions
Develop knowledge and skills for referral of all Ocean services and ensuring an exceptional customer experience.
Providing assistance to the office conveyancer as required
Protecting clients' interests at all times, while taking precautions against potential fraud and money laundering
Ensuring adherence to service level agreements, ensuring clients’ expectations are met, and updated as necessary
Supporting all team members in providing an exceptional customer experience
Training Outcome:
At the end of the apprenticeship, we would be expecting to offer full-time employment with potential for career progression in the future
Employer Description:
Residential Conveyancing – sales, purchases and re-mortgages
Working Hours :Monday – Friday 9am to 5.30pm with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals!
Answer phone calls, emails ensuring clear and professional communication to clients and providers.
Prepare agendas and materials for meetings and take minutes if required.
Organise and schedule meetings for our Mortgage and Protection Advisor.
Maintain databases and ensure records are up to date and easily accessible.
Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies.
Greet visitors and clients, making sure they are attended to promptly.
Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts.
Updating clients on the status of their mortgage applications and any required documentation.
Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.
Perform other duties as required to ensure the office runs office runs efficiently.
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisationSKILLS EDGE TRAINING LTD
Your training courseFinancial services administrator
Equal to Level 3 (A level)Training Outcome:Further courses available after completion
Opportunity to trained to become a mortgage and protection advisorEmployer Description:KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.Working Hours :Monday – Friday 9am -5.30pm
37.5 hours per week
60 minutes lunch breakSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills....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...
