Case Manager & Apprentice Mortgage Adviser

About the role

🚀 Apprentice Mortgage Adviser (Apprenticeship Programme) 🚀

Ready to kickstart a seriously rewarding career in finance? We're on the hunt for bright, motivated individuals to join our team as Apprentice Mortgage Advisers! This isn't just a job; it's your launchpad to becoming a fully qualified Mortgage Adviser. 🏡💰

What You'll Be Doing (The Day-to-Day):

Initially, you'll dive in as a Case Manager, becoming the backbone of support for our amazing advisers and clients. You'll guide them through the entire mortgage application journey, from the initial recommendation all the way to the big day of completion. Think of yourself as the ultimate facilitator, making the process smooth and stress-free! 🌟

Your Mission Includes:

• Application Ace: Wrangling mortgage and protection applications from the moment they're submitted until they're officially completed. 📄
• Team Player: Collaborating closely with clients, lenders, solicitors, and all sorts of other key players. 🤝
• Proactive Follow-Up: Chasing down those crucial documents and keeping clients in the loop with regular updates on their progress. 📞
• Detail Master: Keeping our records and CRM notes super accurate and organised. 💻
• Adviser Support: Helping our experienced advisers get ready for applications and keeping things running smoothly with general admin. 💪
• Compliance Champion: Making sure all our files are ticking all the right compliance and regulatory boxes. ✅
• Apprentice Star: Working hard on your apprenticeship coursework and smashing those professional qualifications. 📚

The Awesome Upside:

Alongside your daily responsibilities, you'll be immersed in a structured apprenticeship programme designed to transform you into a fully authorised Mortgage Adviser. This is your golden ticket to gaining hands-on experience, learning the ropes from industry pros, and building a long-term, successful career. 📈

You're the Perfect Fit If You Are:

• Organised: You can juggle multiple tasks and keep everything in its rightful place. 🗂️
• Customer-Focused: You genuinely care about helping people and providing top-notch service. 😊
• Career-Driven: You're looking for a role with real growth potential and a future in the mortgage industry. 🌟

What You'll Gain:

• Real-World Experience: Learn the mortgage advice process firsthand.
• Mentorship: Shadow and learn from experienced and successful advisers.
• Qualifications: Work towards recognised professional qualifications.
• Career Path: A clear route to becoming a fully authorised Mortgage Adviser.

If you're ready to be challenged, learn loads, and build an incredible career, hit that apply button! 👇

Key responsibilities

• Managing mortgage and protection applications from submission through to completion
• Liaising with clients, lenders, solicitors, and other third parties
• Chasing outstanding documents and updating clients on progress
• Maintaining accurate records and CRM notes
• Supporting advisers with application preparation and administration