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Mortgage Adviser Apprentice Derbyshire Mortgage Services

An exciting opportunity for you to work in various areas of property finance and insurance with support and direction from professionals. The aim is to provide hands on job-based training and study to enable you in becoming a competent and confident mortgage adviser.

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Closing date: today

Apprenticeship summary

  • Weekly wage

    £161.25

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday - Friday, 09:00 - 17:00, with a 30-minute unpaid lunch.

    Total hours per week: 37.50

  • Expected duration

    18 months

  • Possible start date

    31 Jan 2022

  • Date posted

    28 Sep 2021

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC001769489

  • Positions

    1 available

As an apprentice mortgage adviser working in the financial services sector, you will be helping our clients to find the most suitable mortgage based on their specific requirements.

You’ll be working with the clients’ best interests in mind, and it will be down to you to provide advice and make a recommendation on the most suitable product for their needs.

You will offer advice on a wide range of different mortgage products, and from a wide range of lenders, and will also be required to advise on suitable insurance products to make sure your clients are protected from the unexpected.

The role will include the following duties:

  • Completing an initial assessment of your clients’ needs and requirements (factfinding)
  • Providing high quality independent advice and explaining the different types of mortgages available
  • Researching the market to confirm your recommendations
  • Explaining about and advising on a wide range of protection products
  • Ensuring all regulatory documentation is completed accurately and in line with required timescales
  • Communication with colleagues within your own and supporting teams
  • Keeping your knowledge up to date with changes in the financial services market and products from our lenders

Requirements and prospects

Desired skills

  • Great communication and listening skills
  • Excellent customer service skills

Personal qualities

  • Willing to learn
  • Enthusiastic
  • Trustworthy
  • Reliable
  • Punctual
  • Able to work both independently and within a team
  • Organised and with an attention to detail – you’ll be busy, and we will need you to be on top of things
  • A positive can-do mindset is a must
  • A willingness to learn new skills, take on feedback and implement feedback where required
  • Be honest and trustworthy
  • Have an ambition to succeed, challenge yourself and your colleagues
  • To be able to contribute to a positive, friendly, competitive, and challenging environment

Desired qualifications

GCSEs at grades C/4 or above (or equivalent) in maths and English.

Future prospects

This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.

Things to consider

Please note you may be asked to complete suitability assessments as part of the recruitment process.

Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria.

Please ensure you check your phone/emails (including Spam / Junk) regularly in order for this to take place.

Failure to contact us back if correspondence is missed will result in your application being deemed unsuccessful.

Please ensure you check your application for spelling / grammar errors and correct them prior to submitting as attention to detail is very important and may affect the outcome of your application.

Your application may be shared with training providers and employers as follows: https://www.findapprenticeship.service.gov.uk/privacy

Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

For more information please visit: https://www.gov.uk/national-minimum-wage-rates


About the employer

As independent mortgage professionals, every one of our advisors has been successfully arranging mortgages in the midlands and across the UK for a number of years. With us, we are confident that you will find a mortgage advisor who meets your needs and can provide you with friendly, professional and honest mortgage advice.

We are a local business and firmly believe that our customers are for life, so we will work with you to build a long term working relationship and help you through any tough decisions regarding your home and mortgage. All of our advisors can help with anything you could possibly need when taking out a mortgage, including insurance and protection cover, whether you are a first time buyer, looking for your next home, looking to re-mortgage or searching for a buy to let mortgage.

We also specialise in matrimonial cases – at times of a relationship breakdown we know that getting appropriate advice on your available options is crucial. If you have any questions about the mortgage process, or if you’re ready to start your journey to your new home, please get in touch – we will never charge you for our services, so it’s always free.

Employer

Derbyshire Mortgage Services

Address

2

St. Johns Close

Derby

DE22 2PN

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Training

Training provider

NICHOLAS ASSOCIATES GROUP LIMITED

Applications for this apprenticeship are being processed by Nicholas Associates

Contact

Georgia Marlow 07540 716 312 georgia.marlow@apprentice-employment.co.uk

Level 3 Financial Services Mortgage Adviser Apprenticeship Standard:

The Mortgage Adviser apprenticeship is perfect for learners new to the world of mortgage advice 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

Apprenticeship standard

Mortgage adviser

Level 3 (A level)


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