Apprentice Mortgage Adviser Mortgage Advice Bureau

The role will be a customer service based role, talking to potential mortgage clients and gathering details for the mortgage advisors. You will be learning about the various factors behind applying for a mortgage and work closely with our team of advisors to make sure clients receive top quality service.

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Closing date: 29 Sep 2023

Apprenticeship summary

  • Annual wage


    £250 per week.

  • Working week

    Monday - Friday 9.00am - 5.30pm

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    16 Oct 2023

  • Date posted

    25 Aug 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    2 available

What will the apprentice be doing?

You will receive training on the following:

  • Managing Relationships with our clients and offering regular reviews and our services, making sure they are happy with our service at all times
  • You will be managing the relationship and providing updates to our introducers on the progress of the leads they have passed over, you will also be expected to be driven by targets for appointments completed in a month and assist advisers in growing our relationships with our introducers
  • You will also be trained on the insurance products we offer and book appointments for the relevant departments
  • The needs of the business will be expanding and duties may vary
  • You will also be trained on how to provide advice once qualified

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

  • Fully and part funded learning and development programme that includes the CertCII (MP) Certificate in Mortgage Advice, which includes
  • CF1 Financial Services, Regulation and Ethics
  • CF6 Mortgage Advice
  • Develop the knowledge, skills and behaviours of successful Mortgage Advisers
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 and CF6 study books and exam entry
  • Fortnightly workshops for the CII exams from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

What is the expected career progression after this apprenticeship?

The goal of the apprenticeship would be to progress towards an advisor role.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Number skills, Hard Working, Determined, People skills, Literacy skills


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

Things to consider

Bonus opportunities offered

About the employer

We are a local mortgage broker in Norwich and surrounding areas, who look at our clients personal circumstances and provide helpful advice that's tailored to suit them. We also offer a full range of lifestyle and income protection cover to protect clients from life's unexpected events. Our advisers are experienced in all aspects of property-related lending including first time buying, remortgaging, homemovers, buy-to-let, affordable housing schemes, and many more.


Mortgage Advice Bureau


Samson & Hercules House

15 Tombland



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Training provider



Paige Waistell

0333 358 3559

Apprenticeship standard

Mortgage adviser

Level 3 (A level)

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.