Chartwell Funding Limited
Apprentice Mortgage Broker
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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
- 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.
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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
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- 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.
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)
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