Apprentice Mortgage Case Manager

VINCENT BURCH LTD

Norwich (NR1 3PA)

Closes in 15 days (Friday 19 September 2025 at 11:59pm)

Posted on 2 September 2025

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Summary

Case Managers is an essential role for us to offer our Mortgage & Insurance Advice. This could be the first step to a successful career if Financial Services industry. For the first 12 months, you will learn the mortgage process as a Case Manager, then progress into our Paraplanning Team to start your career as a Trainee Mortgage Broker.

Wage

£20,000 a year

Check minimum wage rates (opens in new tab)

Training course
Mortgage adviser (level 3)
Hours
Monday to Friday, 9:00am to 5:00pm.

37 hours 30 minutes a week

Start date

Monday 29 September 2025

Duration

1 year 5 months

Positions available

2

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

  • Progress new mortgage applications to offer using pre-defined standards and service level agreements
  • Proactive case progression and customer service communication by telephone, email, and letter to all involved in the mortgage progress
  • Ensure a high accuracy level for data entry and ongoing record keeping
  • Ensure workload is actioned within set SLA, whilst recording case progression
  • Review and validate mortgage supporting documentation
  • Provide advice and support to junior members of the processing team

Where you'll work

Norfolk Tower 48-52
Surrey Street
Norwich
NR1 3PA

Training

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

Training provider

SKILLS EDGE TRAINING 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

You will access your training online from the employers site address.

More training information

Apprentices will complete the Level 3 Mortgage Adviser Apprenticeship Standard:

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 digital 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 notebooks for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • 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

Requirements

Essential qualifications

GCSE in:

  • English (grade 4(C))
  • Maths (grade 4(C))

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

About this employer

Independant Mortgage & Insurance Advisers, based in Norwich, we have a dedicated team of specialists who share over 200 years’ combined mortgage finance experience with customers across the UK and abroad

https://www.vincentburch.co.uk/ (opens in new tab)

After this apprenticeship

Develop into a qualified and competent Mortgage Adviser.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

The reference code for this apprenticeship is VAC1000338867.

Apply now

Closes in 15 days (Friday 19 September 2025 at 11:59pm)

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