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Apprentice Graduate Mortgage Broker
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Role Overview
We are seeking an ambitious graduate who wants responsibility, professional development, and a clear path to becoming a mortgage broker. Join our training programme to gain hands-on client experience, achieve the CeMAP qualification, and progress towards adviser status in a rewarding financial services career.
Training Programme
Months 1-6
- Join the customer contact team as a trainee Customer Relationship Manager, taking ownership of customer and estate agency leads.
- Speak with customers to understand their circumstances, build trust, and secure commitment to mortgage, protection, and follow-up appointments.
- Develop confidence using the CRM, diary management, and mortgage-related software systems, while maintaining accurate and professional customer records.
- Build a practical understanding of the mortgage journey, required documentation, service standards, compliance requirements, and wider referral opportunities.
Months 7-12
- Work alongside experienced mortgage brokers within a branch-based advisory team and progressively take on greater responsibility for client and case support.
- Observe and support live customer appointments, including initial consultations, mortgage sign-ups, and protection discussions.
- Request, review, and organise customer documentation, ensuring information is complete, accurate, and ready for the advice process.
- Support Agreements in Principle and mortgage applications, learning how cases progress from initial enquiry through to submission.
- Complete supervised compliance and quality checks, developing a clear understanding of regulated advice standards and customer outcomes.
- Spend time with case managers to understand the post-sale process, lender communication, and the customer journey through to completion.
- Following completion of CeMAP 1, 2, and 3, attend the MAB Academy programme in preparation for final competency sign-off and adviser authorisation.
Work Location
2 Tindal Square
Chelmsford
Essex
CM1 1EH
Apprenticeship Details
Training Provider
SIMPLY ACADEMY LTD
Training Course
Mortgage adviser (level 3)
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Course Contents
- The ability to elicit customer's needs through effective fact-finding and questioning techniques and provides solutions through 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.
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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
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Essential Qualifications
- GCSE in: 5 subjects including maths and english (grade C/above)
- Degree in: Any (grade 2:2 or above)
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
- Problem-solving skills
- Analytical skills
- Logical
- Team working
- Initiative
- Commercial awareness
- Relationship building
- Customer engagement
Other Requirements
Applicants must be prepared to combine a full-time client-facing role with independent study towards professional qualifications. We are looking for evidence of achievement, responsibility, and resilience gained through university, employment, placements, volunteering, sport, societies, or other relevant experience. Apprenticeship eligibility will be confirmed with the training provider.
About Balgores Financial Services
Balgores Financial Services provides mortgage and associated financial services advice to customers across Essex and the surrounding area. We support first-time buyers, home movers, landlords, and remortgage customers, as well as helping clients protect themselves and their families. Through our partner businesses, customers can also access commercial lending and wider financial planning services. Our established estate agency network provides a high-volume, commercially focused environment in which ambitious advisers can build long-term careers.
https://www.balgoresproperty.co.uk/ (opens in new tab)
Your Earnings
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Successful completion of this apprenticeship scheme and training will lead to a full-time employed position with the firm as a Mortgage Broker.
Contact Information
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000045508.
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