Apprentice Mortgage Broker
BALGORES FINANCIAL SERVICES LTD
Essex (CM1 1EH)
Closes in 30 days (Friday 29 May 2026 at 11:59pm)
Posted on 29 April 2026
Contents
Summary
A fantastic opportunity to develop key skills, knowledge and professional habits within a customer‑facing advisory role in financial services. You will learn alongside experienced brokers at a successful independent firm, gaining the foundations needed to build a long‑term career.
- Wage
-
£22,880 a year
- Training course
- Mortgage adviser (level 3)
- Hours
-
Monday - Friday, 9.00am - 6.00pm
40 hours a week
- Start date
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Wednesday 1 July 2026
- Duration
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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
Month 1-6:
- Take on the role of a customer relationship manager as part of the customer contact team
- This gives experience working with estate agency leads, the various software applications used in the advice process and a how to win business / commitment with customers
- Knowledge and understanding with what paperwork involved with all types of mortgage application
- Knowledge and experience with booking follow up appointments, protection appointments and ancillary business opportunities
Month 7-12:
- Work with mortgage brokers in their base branch
- Shadow real life appts (1st appts, sign ups and protection)
- Request and check paperwork
- Process AIP’s and cases
- Carry out compliance checks on cases
- Spend time with the case managers to see the post-sale process
- Once CeMAP 3 obtained, attend the MAB Academy Scheme ready for full sign off and authorisation
Where you'll work
2 Tindal Square
Chelmsford
Essex
CM1 1EH
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
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:
A Level in:
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
- Organisation skills
- Customer care skills
- Problem solving skills
- Team working
- Initiative
- work ethic
- Personal drive
- Growth mindset
- Self confidence
About this employer
Balgores provide all forms of mortgage and associated financial services advice to customers. From buying a new home, remortgaging, protecting themselves and their family, through to commercial lending and full financial advice through out partnered businesses
After this apprenticeship
- Successful completion of this apprenticeship scheme and training will lead to a full time employed position with the firm as a Mortgage Broker
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000028392.
Apply now
Closes in 30 days (Friday 29 May 2026 at 11:59pm)