Apprentice Mortgage Adviser

Summary

Kickstart your career in financial services as an Apprentice Mortgage Adviser! Learn from experienced professionals, gain industry qualifications, and build a rewarding future helping clients achieve their property dreams. No experience needed—just ambition and a willingness to learn!

Wage

£11,778 a year

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Training course

Mortgage adviser (level 3)

Hours

Monday - Friday, 10.00am - 4.00pm. Exact schedule can be flexible and agreed with the successful candidate.

30 hours a week

Start date

Monday 21 July 2025

Duration

1 year

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

As an Apprentice Mortgage Adviser, you’ll play a key role in supporting our experienced team while learning the mortgage and insurance industry from the ground up. This is a hands-on role where you'll gain real client-facing experience while working towards becoming a fully qualified mortgage adviser.

Role Overview:

You’ll begin by focusing on selling life and home insurance from around week two of your start date, giving you immediate experience in advising and closing sales.

While doing this, you’ll also receive full training and support to prepare for your regulated mortgage qualifications. Over time, your responsibilities will grow to include mortgage advice as you progress through the apprenticeship.

Day-to-Day Duties:

Advising clients on life insurance and home insurance products
Making outbound calls and following up on warm leads
Gathering client information and required documentation
Supporting the completion of insurance and mortgage applications
Managing client records using our CRM system
Booking appointments and maintaining communication with clients
Shadowing experienced mortgage advisers
Studying towards your mortgage qualification with dedicated study time

Key Responsibilities:

Deliver excellent customer service and build trust with clients
Sell appropriate life and home insurance products from an early stage
Maintain accurate records and adhere to compliance requirements
Learn about mortgage products, criteria, and the homebuying process
Work towards completing your CeMAP qualification
Support the team in meeting sales targets and business objectives

This role offers a fast-paced, supportive environment with early responsibility and clear progression. You’ll gain confidence, experience, and qualifications while becoming an integral part of our growing team.

Where you'll work

878 Old Lode Lane
Solihull
B92 8NF

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SIMPLY ACADEMY LTD

Your training course

Mortgage adviser (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements).
Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third party product providers.
An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people.
The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals.
Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements.

Your training plan

Level 3 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

Requirements

Essential qualifications

GCSE in:

English, Maths and 3 other subjects (grade 4/C or above)

A Level in:

2 subjects (grade D or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Team working
Initiative
Punctual
Reliable

Other requirements

The job is based in Solihull, with good public transport links including bus and train services nearby. Full training and support will be provided throughout the apprenticeship. The role offers a clear career pathway into financial services with opportunities for development. A professional, supportive working environment with a friendly team. Laptop and necessary tools will be provided. Candidate must be eligible to work in the UK. DBS check may be required depending on regulatory standards.

About this company

We are Blossomfield Mortgages, and our ethos is to support our customers with life's big moments. We are a mortgage and insurance brokerage based in Birmingham, Solihull, Lichfield and the surrounding areas. We might be based in the Midlands, but we’re ready to assist customers the length and breadth of the UK. At Blossomfield Mortgages, we are passionate about helping customers fulfil their financial goals and make their dreams a reality.

After this apprenticeship

There is excellent potential for progression, including a permanent role as a fully qualified Mortgage and Insurance Adviser upon successful completion of the apprenticeship
Further training and qualifications, including advanced mortgage and financial services certifications, may also be offered

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000327226.

Apply now

Closes in 26 days (Friday 18 July 2025 at 11:59pm)

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