Case Manager & Apprentice Mortgage Adviser
KNIGHTWOOD MORTGAGES LIMITED
LYNDHURST (SO43 7AN)
Closes in 19 days (Friday 9 October 2026 at 11:59pm)
Posted on 16 September 2026
Contents
Summary
Start an exciting career in mortgage advice with a growing, client-focused mortgage and protection brokerage as a Mortgage Adviser Apprentice. You will gain hands-on experience and industry-recognised qualifications through a fully funded apprenticeship, while receiving structured support to progress towards becoming a Mortgage Adviser.
- Wage
-
£25,000 a year
Minimum wage rates (opens in new tab)
Salary £25,000-£30,000 depending on experience, plus bonus opportunities
Competitive salary
Performance-related incentives
22 days holiday plus bank holidays
Pension scheme
Paid parking
Full apprenticeship funding
Ongoing mentoring and support
Clear career progression
Friendly and supportive working environment
Opportunity to become a qualified Mortgage Adviser with a strong earning potential - Training course
- Mortgage adviser (level 3)
- Hours
-
Full-time, Monday to Friday start/finish time tbc.
37 hours 30 minutes a week
- Start date
-
Monday 2 November 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
Initially, you will work as a Case Manager, supporting advisers and clients through the mortgage application process from recommendation to completion.
Alongside your day-to-day responsibilities, you will undertake a structured apprenticeship programme leading towards becoming a fully authorised Mortgage Adviser.
This role is ideal for someone who is organised, customer-focused and looking for a long-term career.
Key responsibilities:
- Managing mortgage and protection applications from submission through to completion
- Liaising with clients, lenders, solicitors, and other third parties
- Chasing outstanding documents and updating clients on progress
- Maintaining accurate records and CRM notes
- Supporting advisers with application preparation and administration
- Ensuring all files meet compliance and regulatory requirements
- Completing apprenticeship coursework and professional qualifications
- Learning the mortgage advice process and shadowing experienced advisers
Where you'll work
21 PEMBERTON ROAD
LYNDHURST
SO43 7AN
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
- Provide advice and recommendations on mortgage products and services, adhering to regulatory and legislative requirements, and internal organisational procedures.
- Process mortgage applications accurately and efficiently, in accordance with all relevant regulatory and legislative requirements and internal organisational procedures.
- Identify and resolve mortgage-related issues, for example, complaints, complex cases, and queries from customers, applying appropriate solutions where possible and escalating when necessary.
- Raise customer awareness of their broader financial considerations beyond the mortgage product, for example, life insurance, critical illness cover, income protection, and home insurance.
- Communicate with internal and/or external stakeholders through different methods, for example, face-to-face, email, telephone, and online meetings.
- Present information to customers accurately and in line with the organisation's regulatory requirements.
- Identify potential risks, for example, instances of non-compliance, fraud, or financial crime, and escalate them appropriately, following relevant policies and procedures.
- Use digital systems and tools to manage customer data, process transactions, and maintain customer information and records, for example, customer relationship management systems (CRM), electronic sourcing systems, and online portals.
- Identify customers in vulnerable circumstances, and apply organisational policies and procedures to provide appropriate support.
- Manage customer dissatisfaction professionally, resolving issues where possible, and following organisational policies and procedures.
- Build and maintain effective professional relationships with customers, colleagues, and/or external stakeholders.
- Comply with current data legislation, cybersecurity regulations, and policies, including when managing and storing customer data safely and securely.
- Apply principles of equality, diversity, and inclusion (EDI), for example, when dealing with customers in vulnerable circumstances, applying Consumer Duty principles, and providing fair and unbiased treatment of customers.
- Apply current sustainability principles and working practices relevant to own role.
- Provide advice and recommendations on mortgage products and services, adhering to regulatory and legislative requirements, and internal organisational procedures.
- Process mortgage applications accurately and efficiently, in accordance with all relevant regulatory and legislative requirements and internal organisational procedures.
- Identify and resolve mortgage-related issues, for example, complaints, complex cases, and queries from customers, applying appropriate solutions where possible and escalating when necessary.
- Raise customer awareness of their broader financial considerations beyond the mortgage product, for example, life insurance, critical illness cover, income protection, and home insurance.
- Communicate with internal and/or external stakeholders through different methods, for example, face-to-face, email, telephone, and online meetings.
- Present information to customers accurately and in line with the organisation's regulatory requirements.
- Identify potential risks, for example, instances of non-compliance, fraud, or financial crime, and escalate them appropriately, following relevant policies and procedures.
- Use digital systems and tools to manage customer data, process transactions, and maintain customer information and records, for example, customer relationship management systems (CRM), electronic sourcing systems, and online portals.
- Identify customers in vulnerable circumstances, and apply organisational policies and procedures to provide appropriate support.
- Manage customer dissatisfaction professionally, resolving issues where possible, and following organisational policies and procedures.
- Build and maintain effective professional relationships with customers, colleagues, and/or external stakeholders.
- Comply with current data legislation, cybersecurity regulations, and policies, including when managing and storing customer data safely and securely.
- Apply principles of equality, diversity, and inclusion (EDI), for example, when dealing with customers in vulnerable circumstances, applying Consumer Duty principles, and providing fair and unbiased treatment of customers.
- Apply current sustainability principles and working practices relevant to own role.
Training schedule
Mortgage Adviser Level 3.
More training information
Professional qualification:
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:
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
- Administrative skills
- Team working
- Initiative
- Long term
- Positive attitude
Other requirements
Previous experience in administration, banking, financial services or customer service would be advantageous.
Would like to build a long-term career in the financial services.
About this employer
At Knightwood Mortgage, time is taken to understand every unique situation, providing personalised advice to clients.
We believe in developing talent from within. Our current Case Manager is progressing into a Mortgage Adviser role through this same pathway, demonstrating the genuine opportunities available for career development and long-term success.
If you're motivated, ambitious and looking to start a rewarding professional career, we'd love to hear from you.
https://www.knightwoodmortgages.co.uk/ (opens in new tab)
Company benefits
Bonus opportunities.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Upon successful completion there would be a clear progression pathway into a Mortgage Adviser role.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000053283.
Apply now
Closes in 19 days (Friday 9 October 2026 at 11:59pm)