Mortgage Advisor Apprentice

Hove, Sussex
Clearline Recruitmentment Ltd

Our client is a fast-growing independent mortgage advisors based in Portslade, who are looking for a Mortgage Administrator Apprentice to join their team. This Mortgage Administrator Apprentice role requires an honest, motivated, diligent, and organised individual with strong GCSEs or A-Levels – strong numeracy would also be beneficial. The role will involve supporting advisers & their clients, assisting with case management, general administration, and communication throughout the client journey.

This Mortgage Administrator Apprentice role is perfect for someone looking to develop and grow within an organisation. There is the opportunity for to become a qualified mortgage adviser.

Responsibilities

• Carrying out mortgage and protection research on a whole of market basis.
• Building & maintaining relationships with clients. These situations can be highly emotional or of a sensitive nature which may require the use of excellent negotiating and empathetic skills to reach a satisfactory outcome.
• Liaising with lenders & insurance providers
• Liaising with market counterparts, such as estate agents, solicitors, and surveyors
• Undertaking weekly pipeline reviews with each adviser
• Creating documents, updating databases, collecting data
• Submitting agreements in principle, full mortgage applications & life insurance applications
• Keeping up to date with financial products and legislation.
• Meeting the legal, regulatory & compliance aspects of the role, such as data and document security
• Reception and call routing duties as required.
• To work as part of a team to provide a comprehensive administrative service.
• To support the organisation’s ways of working, model its values and champion our core values and mission statement.

Desired Skills

• IT skills – fluent with Microsoft Office applications and able to learn and adapt to new systems quickly.

Desired Personal Skills

• Strong personal motivation and commitment
• Ability to work independently, with structure and good time management.
• Conscientious and diligent
• Results/Outcome driven.
• Excellent attention to detail
• Interpersonal and networking skills, and “customer friendly” Willingness to travel and work flexibly if required.

Desired Qualifications

• GCSE grades 4-9 or equivalent in English and Maths
• Preference for somebody with A-Level studies, but strong GCSEs (especially in Mathematics / English) are sufficient.

Prospects

• There is potential to progress into a permanent role after successful completion of the apprenticeship.
• For those with ambition, progression and full training to become an Independent Mortgage Adviser is available and encouraged.
• Support available to obtain CeMAP qualification.

Benefits

• 24 days paid annual leave plus bank holidays (increasing to 29 after 5 years)
• Workplace pension with employer contribution
• Private medical insurance once probation passed.

Job Title: Mortgage Advisor Apprentice

Apprenticeship: Business Administration Level 3

Location: Hove

Salary: £18,000 per annum

Full time: Monday – Friday, 9am – 5pm

Expected duration of 18 months

For more information about this role, please contact Frankie Denahy at Clearline Recruitment.