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Mortgage Adviser Apprentice Simple Fast Mortgage

An exciting opportunity to work in various areas of specialist property finance and insurance with 1-2-1 training and support from an experienced adviser to build a long-term career. You will be collating and assessing client documents and liaising with clients, lenders & solicitors. 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

  • Annual wage

    £12,000.00

    £12,000.00 – for the 3-month probation period 3 monthly salary increments awarded if targets and achievements are met

  • Working week

    Monday to Friday Shifts tbc.

    Total hours per week: 37.5

  • Expected duration

    13 Months

  • Possible start date

    27 Feb 2023

  • Date posted

    10 Jan 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000121280

  • 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 Simple Fast Mortgages looking 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:

  • Collating and assessing client documents
  • 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.
  • Problem solving
  • Data input.
  • Liaising with clients, lenders & solicitors
  • Assisting with the submission of both mortgage and insurance applications.
  • 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.

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, Initiative, Non judgemental, Patience

Qualifications

GCSE or equivalent Maths & English (Grade 4/C or above) Essential

Things to consider

Once you have submitted your application, you will be contacted to discuss your application & arrange a interview if you meet our initial shortlisting criteria. Initially there will be a requirement for you to use your own IT equipment during the probation period. Your application may be shared with training provider and employer.

About the employer

With over 20 years of experience in financial services you can relax in the knowledge that you are in safe hands. We offer mortgage advice, equity release, and insurance advice to individuals and businesses nationwide, fully remotely, over the telephone, by video call and email. Our free initial consultation will assess your individual circumstances and answer any questions you have followed by fully assess your circumstances and provide you with an advice & recommendation service We believe in educating people to make informed and comfortable decisions.

Employer

Simple Fast Mortgage

Address

8 Chellow Terrace

Bradford

BD9 6AY

Contact

Georgia Marlow

georgia.marlow@apprentice-employment.co.uk

07540 716312

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Training

Training provider

SIMPLY ACADEMY LTD

Apprenticeship standard

Mortgage adviser

Level 3 (A level)

Before you apply

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