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Mortgage Adviser Apprentice Blue Moon

An exciting opportunity for you to work in various areas of property finance and insurance with support and direction from experienced 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: 28 Aug 2022

Apprenticeship summary

  • Annual wage


  • Working week

    7:00 pm Monday to Saturday (1/2 hour unpaid lunch) – hours to be agreed

    Total hours per week: 30

  • Expected duration

    15 Months

  • Possible start date

    15 Sep 2022

  • Date posted

    24 Jun 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

As an apprentice mortgage adviser working in the financial services sector, you will be working towards gaining the CEMAP qualification to be a fully competent mortgage advisor. Whilst you are gaining this qualification you will be working in a broker support role to help the brokers within Blue Moon look after their clients and ensure mortgages and insurances are progressed to completion as efficiently as possible with the highest level of service.

The role will include the following duties:

• Chasing lenders and solicitors to ensure mortgages are progressed to completion as efficiently as possible.

• Helping with the day to day running of the office.

• Data input.

• Liaising with clients, lenders & solicitors

• Assisting with the submission of both mortgage and insurance applications.

• Communication with colleagues.

• Keeping your knowledge up to date with changes in the financial services market.

What training will the apprentice take and what qualification will the apprentice get at the end?

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.

What is the expected career progression after this apprenticeship?

This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles. It is an opportunity to build your own client bank who you will keep throughout your career with Blue Moon for repeat business and recommendations.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual


GCSE or equivalent Maths and English (Grade Grade C/4 (or equivalent) or a) Essential

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. Your application may be shared with training providers and employer.

About the employer

Blue Moon Mortgages and Insurance began as a partnership between Sue Walker and Rachel Williams (mother and daughter) in 2004 and is a small family run business that knows how to get the best products and give the best advice. We are independent, whole of market financial advisers within a long- established firm who constantly update our services to reflect the latest technology and our clients tell us that we provide excellent value driven products, with old-fashioned service standards.


Blue Moon


42 High Street





Georgia Marlow

07540 716312

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Training provider


Apprenticeship standard

Mortgage adviser

Level 3 (A level)

Before you apply

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