Mortgager Adviser Apprentice

TRUULI LIMITED

Croydon (CR0 4HA)

Closes in 28 days (Friday 19 September 2025 at 11:59pm)

Posted on 22 August 2025

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Contents

Summary

A fantastic opportunity for an apprentice 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.

Wage

£14,526.20 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

Check minimum wage rates (opens in new tab)

Commission

Training course
Mortgage adviser (level 3)
Hours
Monday to Friday - 9am to 5pm

37 hours a week

Start date

Monday 22 September 2025

Duration

1 year 3 months

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

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 industry.

This position is perfect for an ambitious person looking to make a lucrative career move. 

Responsibilities of the 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

Where you'll work

Southbridge House
Southbridge Place
Croydon
CR0 4HA

Training

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

Training provider

SIMPLY ACADEMY LTD

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.

Training schedule

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:

5 subjects including maths and English (grade 4 or above)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

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

Other requirements

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

About this 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.

Disability Confident

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

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

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Mark Fenwick

mark@simplyacademy.com

The reference code for this apprenticeship is VAC1000338535.

Apply now

Closes in 28 days (Friday 19 September 2025 at 11:59pm)

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