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Apprentice Mortgage / Equity Release Adviser
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About the Role
We are seeking an apprentice mortgage/equity release adviser to join our growing sales team. This is a great opportunity to build skills and knowledge, gain a respected qualification, and develop into a confident, competent adviser through on-the-job training and study.
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident adviser.
- 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
Where you'll work
Christine House
Sorbonne Close
Thornaby
Stockton-on-Tees
TS17 6DA
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.
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Training schedule
Mortgage adviser- Equal to Level 3 (A level).
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
Certificate in Mortgage Advice and Practice (CeMAP 1,2,3) - 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.
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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.
Essential qualifications
GCSE in:
5 subjects including maths and english (grade 4 or above)
A Level in:
minimum 2 subjects (grade A-C)
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
- Administrative skills
- Team working
- Initiative
- Growth mindset
- Personal drive
- Self confidence
- Good work ethic
- Excellent written skills
About Us
Bower is one of the UK’s leading and long standing Equity Release advice companies, with over 20 years of award-winning advice plus a platinum 5-star Feefo customer experience 2026 rating.
Bower is a customer focused, social and eco responsible, financial services and lead generation company which goes above and beyond in the care of its customers and staff. Bower provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the Financial Conduct Authority (FCA). We also have a Wealth Management team able to offer Independent Financial Advice on pensions and investments where required.
Bowers enquiries are generated from its own web sites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement. Bower advises on standard residential mortgages, lifetime mortgages, all equity release products, later life mortgages, investment and pensions and general insurance products.
https://www.bowerhomefinance.co.uk (opens in new tab)
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Full-time position available on completion of apprenticeship.
Contact Information
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000037443.
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