Apprentice Customer Relations Assistant Mortgage Seeker Limited

An apprentice is required to assist the Consultants with the management and growth of the relationship with the Estate Agent and to manage leads and existing client bank and maintain customer relations. The job can be based across the Great Yarmouth and/or Norwich offices depending on preference.

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Closing date: 01 Oct 2017

Apprenticeship summary

  • Weekly wage


    Wages explained

    The current National Minimum Wage for an apprentice is £3.50 an hour. This rate applies to apprentices under 19 and those aged 19 or over who are in their first year.
    Apprentices must be paid at least the minimum wage rate for their age if they are aged 19 or over and have completed their first year.
    The minimum wage rates are £5.60 an hour for 18-20 year olds and £7.05 for anyone aged 21 and over.
    Apprentices are paid for their normal working hours and training that’s part of their apprenticeship (usually one day per week).

  • Working week

    Monday to Friday shifts TBC.

    Total hours per week: 37.50

  • Apprenticeship duration

    18 months

  • Possible start date

    09 Oct 2017

  • Date posted

    12 Sep 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

Your duties will include: 

  • Management of the relationship with the Estate Agent.
  • Liaise with Estate Agency giving prompt feedback on appointments.
  • Input data into the MIDAS database on the progression of life and mortgage applications.
  • Chase general enquiries up to sign-up stage.
  • Manage leads from introducers – especially to process centrally and pass out in to advisers diaries.
  • Call and book in any leads passed over from EA’s – not booked by advisers first time.
  • Grow relationship with EA’s.
  • Feedback to EA’s on leads/appointments/sign up’s to push for more.
  • Manage existing client bank to book re-mortgage appointments – 35 signed up per month at moment. Would like to increase. Increasing team size also so naturally will increase.
  • Customer service calls and e-mails to existing client bank – ask for and book referrals.
  • Book insurance appointments for Doris (builds adviser) for any non-mortgage, cash sales etc.
  • Potentially post 1st appointments calls to keep in contact with customers looking for properties etc.
  • Could be involved in marketing and social media for the company.
  • Follow the Client Servicing Process as set out by MAB.
  • Chase both lenders and customers for updates, chase outstanding items in order that the mortgage application is able to progress.
  • Send chase letters to customers.
  • Follow the post completion process.
  • Act in accordance with the requirements of the Data Protection Act.

Depending upon previous experience and qualifications, this could be offered as a Level 3 Apprenticeship.

Other than attending college for ‘workshops’, approximately twice a month, the Level 2 Customer Service Practitioner Apprenticeship Standard training programme is primarily delivered in the workplace unless, should you not possess suitable concession qualifications, you are required to attend college to undertake Functional Skills Qualifications.

Requirements and prospects

Desired skills

You will have the following skills:

  • Good understanding of Microsoft Office and ICT experience.
  • Good organisational skills and the ability to prioritise work.
  • Good communication skills.
  • Accurate documentation presentation and attention to detail.
  • Professional approach to work.
  • Willingness to learn and gain maximum benefit from the apprenticeship.

Personal qualities

You will need to be:

  • Able to deliver consistently high levels of customer service Well-presented, professional and polite.
  • Flexible, punctual and reliable.
  • Enthusiastic and motivated.
  • Able to use own initiative.
  • Able to work well as part of a team.
  • Adaptable to change.

Qualifications required

  • A minimum of 4 GCSE’s at grade A-C (new Grade 4 or above) or above (or the equivalent) including English and Maths.
  • As part of the pre-employment check process, proof of qualifications will be required.

Future prospects

It is intended that - providing you successfully complete your apprenticeship - you will become a permanent member of staff.

Things to consider

Depending upon previous experience and qualifications, this could be offered as a Level 3 Apprenticeship. There could be long periods of time working on the computer when dealing with work progression, initial enquiries and on-going enquiries and document changes. The job will be based across the Great Yarmouth and Norwich offices (depending on applicant preference). Opportunity for commission/bonus payments. The salary for this post will be reviewed after 1 year and usually rises at this time. Holiday entitlement is 20 days + 8 bank hol. Pension scheme is available after completion of apprenticeship. Before applying for this position, please ensure that you record FULL details of all qualifications on the application, as the first stage of shortlisting will be to ensure the minimum qualification criteria is met. Applications direct to the employer will not be considered – please apply using the on-line matching system. There are eligibility criteria applied to government funded apprenticeship schemes and therefore applicants must be aged 16 or above, have been resident in the UK/EU for the last 3 years, must not possess a qualification at the same level or above in a similar discipline or already be in any form of formal government-funded education. Applications will be assessed as they are received, which may result in the vacancy closing before the advertised closing date, please apply as soon as possible to avoid disappointment.

About the employer

Mortgage Advice Bureau is one of the UK's largest mortgage brokers in the UK with over 50 awards won the past 5 years. We have local advisers available who can search over 11,000 different mortgages from a selection of 90 different lenders to take the hassle and stress out of finding a mortgage.


Mortgage Seeker Limited



Hall Quay

Great Yarmouth

NR30 1HJ

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Training provider

  • Level 2 Customer Service Practitioner Apprenticeship Standard.
  • City & Guilds Level 2.
  • Functional Skills qualifications in English and Maths.
  • College Certificates in Equality and Diversity and Health and Safety.

Apprenticeship standard

Customer service > Customer Service Practitioner

Training provider

East Coast College

Applications for this apprenticeship are being processed by East Coast College


Sandra Peck 01493 419891

Before you apply

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Closing date: 01 Oct 2017