Mortgager Adviser Apprentice TRUULI LIMITED

A fantastic opportunity for a Trainee Mortgage and Protection Adviser Apprentice to join our dynamic, exciting, and continuously expanding team. Gain a professional industry qualification while developing the skills and behaviours required to succeed in this sought after role.

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Closing date: 26 Jun 2024

Apprenticeship summary

  • Annual wage



    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday to Friday - 9am to 5pm

    Total hours per week: 37

  • Expected duration

    15 Months

  • Possible start date

    03 Jul 2024

  • Date posted

    30 May 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

This opportunity would suit individuals who are ready to make the jump into a new profession, learning from a team with years of experience in the property industy. This position is perfect for an ambitious person looking to make a lucrative career move. 

Responsibilities of the Trainee Mortgage Adviser Apprentice:

• Conducting client consultations to assess their financial needs and         objectives
• Advising clients on mortgage products and services
• Managing client relationships and building long-term trust
• Ensuring compliance with relevant regulations and guidelines

The training you will be getting

Level 3 Financial Services Mortgage Adviser apprenticeship standard

  • The Mortgage Adviser apprenticeship is perfect for those 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 to expect at the end of your apprenticeship

Once qualification obtained and apprenticeship is completed, there is the opportunity to become a full-time Mortgage and Protection adviser within the business.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Customer care skills, Problem solving skills, Administrative skills, Team working, Initiative, Willingness to learn


GCSE or equivalent 5 subjects including maths and english (Grade 4 or above) Essential

Things to consider

Our office is located with close distance of East and South Croydon train stations. There are also plenty of buses providing accessibility.

About the employer

Estate agency with state of the art technology and a central support team that helps to keep our clients updated at all times. Decades of experience and a track record of delivering on our promises in Residential Sales, Lettings and Mortgage services.   Our aim is to always take away any property related stress.




Southbridge House

Southbridge Place



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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


Mark Fenwick

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.