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Apprentice Mortgage Broker
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Apprentice Mortgage Broker
The successful candidate will start as part of the administration team, learning about the systems, compliance, and processes required within the business. Once qualified, they will join the sales team, providing mortgage advice to customers.
Most of the apprenticeship is spent working, gaining hands-on experience.
Requirements
- Ability to elicit customer needs through effective fact-finding and questioning techniques and provide solutions through research and analysis.
- Ability to plan and prioritize 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).
- High-quality written and verbal communication skills, able to handle a range of situations and issues.
- Ability to communicate effectively with customers, colleagues, professional contacts, and third-party product providers.
- Understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly.
- Ability to identify specific threats to the business and act appropriately in line with regulation and governance (e.g., ensuring confidential information is only shared with relevant people).
- 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).
- Adherence to all relevant processes and procedures, using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within risk, regulatory, and governance requirements.
- Developing key skills and increasing mortgage knowledge.
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Responsibilities
- Speak with clients to understand their financial goals and borrowing needs.
- Assess clients’ financial situations, credit histories, and eligibility for mortgage products.
- Research and compare mortgage products from multiple lenders.
- Recommend suitable mortgage and refinancing solutions tailored to client needs.
- Guide clients through the mortgage application and approval process.
- Collect and review financial documents and supporting information.
- Liaise with lenders, solicitors, valuers, and other third parties to progress applications.
- Ensure all applications comply with regulatory and company standards.
- Maintain accurate client records and documentation.
- Build and maintain strong relationships with clients and lending partners.
- Stay informed about market trends, lending policies, and mortgage regulations.
- Generate new business through client referrals.
- Submission of all supporting documents for mortgage, protection, and general insurance applications in accordance with provider criteria.
- Ensure appropriate money laundering checks are carried out in accordance with compliance requirements.
- Creating and maintaining client records.
- Accurate input of new business figures to the Acre database and new business spreadsheet.
- Assist consultants in typing suitability Reports/recommendation letters.
- Instructing valuations/surveys and ensuring timely receipt of reports.
- Collection of survey/client fees and maintaining banking records.
- Monitoring of business pipeline, ensuring timely receipt of commissions.
- Liaise with clients via telephone, post, and email, acting as a dedicated first point of contact for all post-submission client enquiries.
- Liaise with lenders, protection and insurance providers, surveyors, estate agents, employers, GPs, medical screening companies, etc., to ensure swift production of mortgage offers/terms, so exchange/completion and on-risk deadlines are achieved.
- Update clients on a regular basis at each stage of the application.
- Ensure all mortgage review dates are accurately recorded on the company Recall List to ensure continuity of advice.
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Benefits
- Your earnings can increase over time with an apprenticeship.
- Potential for uncapped earnings (commission) on successful completion of qualifications.
About Mortgage Advice Bureau
Mortgage Advice Bureau is a leading mortgage network in the UK.
Contact
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