mortgage advisor apprentice

Job DescriptionVacancy Title: Apprentice Mortgage Advisor We are currently partnering with a scaling mortgage brokerage based in Solihull who are currently looking to add a bright junior apprentice to the team. This is a great opportunity for a bright apprentice with a passion for finance to start their career with a business who their customers with lifes big moments. You will play a key role in supporting our experienced team while learning the mortgage and insurance industry from the ground up. This is a hands-on role where you'll gain real client-facing experience while working towards becoming a fully qualified mortgage advisor. Role Overview: Youll begin by focusing on selling life and home insurance from around week two, giving you immediate experience in advising and closing sales. While doing this, youll also receive full training and support to prepare for your regulated mortgage qualifications. Over time, your responsibilities will grow to include mortgage advice as you progress through the apprenticeship. Day-to-Day Duties: Advising clients on life insurance and home insurance products Making outbound calls and following up on warm leads Gathering client information and required documentation Supporting the completion of insurance and mortgage applications Managing client records using our CRM system Booking appointments and maintaining communication with clients Shadowing experienced mortgage advisors Studying towards your mortgage qualification with dedicated study time Key Responsibilities: Deliver excellent customer service and build trust with clients Sell appropriate life and home insurance products from an early stage Maintain accurate records and adhere to compliance requirements Learn about mortgage products, criteria, and the homebuying process Work towards completing your CeMAP or equivalent mortgage qualification Support the team in meeting sales targets and business objectives This role offers a fast-paced, supportive environment with early responsibility and clear progression. Youll gain confidence, experience, and qualifications while becoming an integral part of our growing team. Working Days Monday to Friday, 10:00am to 4:00pm (30 hours per week) Exact schedule can be flexible and agreed with the successful candidate. There is excellent potential for progression, including a permanent role as a fully qualified Mortgage and Insurance Advisor upon successful completion of the apprenticeship. Please apply directly or get in touch with Jack Williams for more information.

Created: 2025-06-21