Apprentice Mortgage and Protection Advisor
TRUULI LIMITED
Croydon (CR0 4HA)
Closes in 18 days (Friday 5 June 2026 at 11:59pm)
Posted on 14 May 2026
Contents
Summary
An exciting opportunity to join a growing team in this Established Estate agents as a Trainee Mortgage Advisor.
If you are motivated and customer-focused this is an excellent opportunity to build a long-term career in the financial services,
- Wage
-
£16,640 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Mortgage adviser (level 3)
- Hours
-
Monday - Friday, 9.00am - 5.00pm
40 hours a week
- Start date
-
Monday 15 June 2026
- 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
- Support experienced advisors and administrators in delivering excellent mortgage and protection advice to clients
- Provide hands-on experience and industry knowledge while working towards professional qualifications and developing a long-term career in financial services
- Assist with client communications, gather and process documentation, update internal systems, liaise with lenders, estate agents and solicitors, and support advisors throughout the mortgage application process
- Learn about mortgage products, protection policies, compliance procedures and customer service standards within a regulated environment
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 (CeMAP 1,2,3) - 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:
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
- Organisation skills
- Customer care skills
- Administrative skills
- Sales experience
- Customer Services experience
About this employer
Truuli help clients secure their homes, families and futures through tailored mortgage and protection advice. Expert advisers provide personalised guidance on mortgages, life insurance, income protection and related services, ensuring customers receive solutions that suit their needs and circumstances
After this apprenticeship
- Upon good progression there is an opportunity for a permanent full-time position with the company
- We are committed to supporting development and progression and have previously employed an apprentice on a full-time basis after successful completion of their apprenticeship
- There may also be opportunities for further training and development
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000031669.
Apply now
Closes in 18 days (Friday 5 June 2026 at 11:59pm)