Apprentice Mortgage Adviser PFG INVESTMENTS LTD

Exciting opportunity to begin your career in the Financial Services industry as a Mortgage Adviser! The role will include general mortgage administration, assisting mortgage advisers and learning more about their roles.

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Closing date: 21 Jun 2024

Apprenticeship summary

  • Annual wage


    Negotiable depending on experience.

  • Working week

    Mon – Friday 9.00 – 5.00pm 30 minutes lunch break – Office based

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    01 Jul 2024

  • Date posted

    24 Apr 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • Learn all aspects of the administration for a mortgage adviser
  • Assist mortgage advisers to apply mortgage applications
  • Contact clients to keep them informed on the progress of their mortgage application
  • Chase the mortgage lenders to take the mortgage to offer stage
  • Liaise with solicitor to work towards a completion date

The training you will be getting

  • Fully and part funded learning and development programme that includes the CertCII (MP) Certificate in Mortgage Advice, which includes
  • CF1 Financial Services, Regulation & 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 & 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 to expect at the end of your apprenticeship

After full training has been completed, for the right candidate there will be a role as a qualified mortgage adviser.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Administrative skills, Telephone Skills, Confident, Adaptable, Motivated


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

About the employer

Mortgage Protection Financial Adviser




Independent House

18-20 Thorpe Road



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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Paige Waistell

0333 358 3559

Apprenticeship standard

Mortgage adviser

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

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.