Speak with customers by phone and email to understand their home insurance needs
Gather accurate information about customers and their properties
Obtain and compare home insurance quotes from a range of insurers
Explain policy options, cover levels, exclusions and costs clearly
Help customers choose suitable buildings and contents insurance
Process new policies, renewals and policy changes
Keep customer records accurate and up to date
Follow insurance regulations, data protection rules and company procedures
Work towards agreed customer service and performance targets
Complete training and coursework for the Level 3 Insurance Practitioner apprenticeship
Training:Training will be delivered through the workplace and remotely by GC Education & Skills. The apprentice will receive regular one-to-one support from their trainer and dedicated time during working hours to complete training, coursework and apprenticeship activities.Training Outcome:On successful completion of the apprenticeship, there may be an opportunity to progress into a permanent Home Insurance Broker role. With further experience and strong performance, progression could include Senior Broker, Team Leader or wider insurance and financial services roles within Momentum.Employer Description:Momentum Financial Services Ltd is a growing, FCA-authorised financial services firm based in Sevenoaks, Kent. Trading as Momentum Mortgages, we help customers across the UK with mortgages, commercial finance, protection and insurance. We pride ourselves on providing clear, personal advice and a supportive working environment. The successful apprentice will receive structured training, ongoing coaching and opportunities to build a long-term career within the business.Working Hours :Monday to Friday, 9am to 5.30pm, with a one-hour unpaid lunch break. Apprenticeship training will take place during normal working hours. No evening or weekend work is required.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative,Patience,Willingness to learn,Confident on the phone....Read more...
Create and schedule social media content for our customer and mortgage adviser audiences
Write and build email campaigns, newsletters and automated communications
Research and write website blogs, articles and other digital content
Produce simple graphics, images and videos using approved templates and software
Help plan content calendars and multi-channel marketing campaigns
Update website pages and check that published content is accurate
Monitor campaign results, website traffic, email engagement and social media performance
Respond to online comments and messages, escalating enquiries when needed
Research customer interests, industry trends and competitor activity
Follow Momentum’s brand guidelines, data protection requirements and FCA financial-promotion approval procedures
Complete training and apprenticeship activities during working hours
Training:Training will take place during paid working hours through a combination of workplace learning and sessions delivered by Bauer Academy. The exact workshop timetable, frequency and delivery format will be confirmed with the training provider before enrolment.Training Outcome:On successful completion of the apprenticeship, there may be an opportunity to progress into a permanent Marketing Executive role within Momentum. With further experience, progression could include Digital Marketing Executive, Content Marketing Executive, Senior Marketing Executive or Marketing Manager, supporting both our customer and adviser network channels.Employer Description:Momentum Financial Services Ltd is a growing, FCA-authorised financial services firm based in Sevenoaks, Kent. Trading as Momentum Mortgages, we help customers across the UK with mortgages, commercial finance, protection and insurance. We pride ourselves on providing clear, personal advice and a supportive working environment. The successful apprentice will receive structured training, ongoing coaching and opportunities to build a long-term career within the business.Working Hours :Monday to Friday, 9.00am to 5.30pm, with a one-hour unpaid lunch break. Apprenticeship training will take place during paid working hours. Occasional attendance at events may be required with advance notice.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Team working,Creative,Initiative,Strong written English,Willingness to learn,Interest in social media....Read more...
Researching deals
Speaking to clients day to day
Answering new lead calls
Applying for decisions in principles
Applying for full mortgage applications
Following the process to completion
Training:Mortgage Adviser (L3).Training Outcome:There will be a permanent post available upon successful completion of apprenticeship.Employer Description:A highly successful Finance Brokerage specialising in mortgages, bridging loans and development loans. Working Hours :Monday to Friday, 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Initiative,Time management....Read more...
Assisting senior solicitors with residential property matters to include freehold and leasehold sales and purchases, re-mortgages, right to buy and transfers of equity
Preparing correspondence and documents
Working directly with clients, estate agents, lenders and other fee earners to to enhance transaction service
Dealing with file set up and administration
Dealing with AML and file set up compliance
Assisting with post exchange aspects of purchase and sale transactions and seeing them through to completion
Assisting with all aspects of post completion matters including title registration and SDLT (Stamp Duty Land Tax) returns
Training:
Paralegal Level 3 Apprenticeship Standard
Training Outcome:
Over time there should be opportunities to progress with further training into the area, Paralegal, Legal Executive and Solicitor are all longer term possibilities
Employer Description:AMD Solicitors are proud to celebrate our history as one of the first firms of Bristol Solicitors operating outside of the City Centre. Originally A T Elliot & Co since 1953, they are the longest standing independent firm of solicitors in Henleaze. AMD Solicitors won Employer of the Year at the 2025 Bristol Life Awards and place a big emphasis on nurturing talent for the long term. Working Hours :Monday to Friday from 9:00am to 5:00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working,Initiative....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, 9.00am 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...
Assist with data entry and record management, ensuring client and job information is accurate and up to date.
Support the administrative processes by running reports, updating payment records, and issuing statements or reminders under supervision.
Maintain company files, digital documentation, and correspondence, ensuring consistent naming and version control.
Provide general office support — answering calls, responding to emails, and scheduling appointments.
Support recurring reporting and tracking tasks such as supplier invoice matching, open job lists, and inactive client checks.
Provide cover for holiday or sickness absences, ensuring that basic administrative and communication duties continue smoothly.
Training:Training will be delivered by MIT Skills.Training Outcome:This is an exciting opportunity to join a fast-growing, forward-thinking company. The role offers scope for development, with potential to progress into a full-time administrative or operational support position upon completion of the apprenticeship.Employer Description:Perfect Protect is a Financial Services company, established in 2017, with the goal of catering for clients from all walks of life. No matter what the nature of their personal finances. They have proven methods of protecting, supporting and developing client’s wealth.
Perfect Protect deliver several services, including mortgages, insurance and financial planning. Our business continues to grow year-on-year, and we remain committed to adapting with the ever-changing economic and environmental landscape — ensuring we continue to deliver high-quality, sustainable solutions for many years to come.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience....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...
