Mortgage Adviser Apprentice Mortgage & Money Management Ltd

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: 14 Jun 2023

Apprenticeship summary

  • Annual wage


  • Working week

    9.00am – 5:00 pm Monday to Friday (1 hour unpaid lunch)

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    03 Jul 2023

  • Date posted

    18 Apr 2023

  • 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 Mortgage & Money Management 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.

Requirements and prospects

Desired skills and personal qualities

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, Enthusiastic, Punctual


GCSE or equivalent Maths & English (Grade C/4) 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 provider and employer.

About the employer

Mortgage & Money Management Ltd has an abundance of industry experience within our team of brokers and administrators to offer the very best mortgage and protection advice and products, whilst maintaining the highest levels of service.


Mortgage & Money Management Ltd


25 Buntingford Road



SG11 1RT


Jan Crabb

07747 562961

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Training provider


Apprenticeship standard

Mortgage adviser

Level 3 (A level)

Before you apply

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