Apprentice Mortgage Broker
CHRISTOPHER ALLEN PRIVATE CLIENTS LIMITED
ALCESTER (B49 6PU)
Closes in 28 days (Friday 17 July 2026 at 11:59pm)
Posted on 19 June 2026
Contents
Summary
CAPC seek a motivated Apprentice Mortgage Adviser. Gain hands-on experience alongside expert brokers, learning the full mortgage process from enquiry to completion. Work towards full CeMAP (1, 2 & 3) qualification, building a strong foundation for a career in mortgages and financial services.
- Wage
-
£15,600 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 - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 4.30pm.
37 hours 30 minutes a week
- Start date
-
Monday 17 August 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
- Supporting the mortgage adviser with client enquiries
- Helping prepare mortgage cases and client documents
- Speaking with clients, lenders, solicitors and estate agents
- Booking appointments and following up with clients
- Learning about the mortgage process from initial enquiry to completion
- Assisting with mortgage administration and case tracking
Helping clients understand what information and documents are required - Helping with general office administration
- Updating systems and keeping client records organised
- Providing a professional service to clients
Where you'll work
7 ARROW COURT
ADAMS WAY
SPRINGFIELD BUSINESS PARK
ALCESTER
B49 6PU
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
More training information
- Mortgage Adviser
- Equal to Level 3 (A level)
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
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
- Enthusiastic to learn
- Professional attitude
- Well presented
- Self motivated
Other requirements
- The successful candidate will need to have their own means of transport
About this employer
Christopher Allen Private Clients is a boutique mortgage and protection brokerage specialising in High Net Worth clients. Providing bespoke mortgage advice to assist with residential and buy to let purchases and re-mortgages.
Working closely with high street lenders, specialist providers and private banks to assist our clients in achieving their financial goals. Advisers have access to over 12,000 mortgages from more than 90 UK lenders, including exclusive deals only available through us.
CAPC has become one of the premium mortgage brokers for an increasing number of accountancy firms around the UK. This allows accountants to provide enhanced support services to their clients.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
- This apprenticeship is designed to give you a strong foundation in the mortgage and property industry
- For the right person, there may be the opportunity to progress into a permanent Mortgage Adviser position with CAPC once the apprenticeship has been completed and the candidate has achieved CeMAP 1, 2 and 3
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000037636.
Apply now
Closes in 28 days (Friday 17 July 2026 at 11:59pm)