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Apprentice Mortgage Broker
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The Role
The successful candidate will start as part of the administration team. You will learn about the systems, compliance and processes required within the business. Once qualified, you will join the sales team, providing mortgage advice to customers.
What You'll Do
Work 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.
New Business Administration
- 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.
Client Servicing
- Liaising with clients via telephone, post and email, acting as a dedicated first point of contact for all post-submission client enquiries.
- Liaising 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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Where You'll Work
5 Badminton Court
Station Road
Yate
Bristol
BS37 5HZ
Training
Apprenticeships
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
- 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.
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Training Schedule
This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.
Requirements
Essential Qualifications
- GCSE in: 5 subjects including maths and english (grade 4 or above)
- A Level in: minimum 2 subjects (grade D/above)
- Degree in: Any subject (grade D/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
- Initiative
- Proactive and flexible
- Enquiring mindset
- Business awareness
- Commercial awareness
About This Employer
A successful and established Mortgage and Protection Brokerage a trusted partner for all property finance needs. With access to over 90 different mortgage lenders. Providing a whole of market offering to give advice on buildings and contents insurance and protection against premature death, critical illness and loss of income caused by accident/illness.
https://www.chartwellfunding.co.uk/ (opens in new tab)
After This Apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Developing key skills and increasing mortgage knowledge whilst in the administration team. On successful completion of qualifications, this could lead to uncapped earnings (commission).
Contact Information
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000040453.
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