Summary
A fantastic opportunity for an apprentice Mortgage and Protection Adviser Apprentice to join our dynamic, exciting, and continuously expanding team. Gain a professional industry qualification while developing the skills and behaviours required to succeed in this sought after role.
Wage
£14,526.20 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Commission
Training course
Mortgage adviser (level 3)
Hours
Monday to Friday - 9am to 5pm
37 hours a week
Start date
Monday 22 September 2025
Duration
1 year 3 months
Positions available
1
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
This opportunity would suit individuals who are ready to make the jump into a new profession, learning from a team with years of experience in the property industry.
This position is perfect for an ambitious person looking to make a lucrative career move.
Responsibilities of the Mortgage Adviser Apprentice:
* Conducting client consultations to assess their financial needs and objectives
* Advising clients on mortgage products and services
* Managing client relationships and building long-term trust
* Ensuring compliance with relevant regulations and guidelines
Where you'll work
Southbridge House
Southbridge Place
Croydon
CR0 4HA
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)
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.
Training schedule
Level 3 Mortgage Adviser apprenticeship standard
* 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
Requirements
Essential qualifications
GCSE in:
5 subjects including maths and English (grade 4 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
* Customer care skills
* Problem solving skills
* Administrative skills
* Team working
* Initiative
* Willingness to learn
Other requirements
Our office is located with close distance of East and South Croydon train stations. There are also plenty of buses providing accessibility.