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...
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...
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...
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...
