A rare opportunity has arisen for an Apprentice Mortgage & Protection Adviser to join an ever-growing mortgage and protection practice based in Epping, servicing clients across London and the Home Counties.
This is a newly-defined role at the heart of the client journey. Working closely with our advisers and CRM system, you'll take ownership of a caseload from initial enquiry through to pre-submission, engaging with clients, keeping them informed and chasing the documents needed to get their application submission-ready — before handing a complete, well-organised case over to our processing team.
This role is offered on an employed, apprenticeship basis, with structured training, a clear route to industry qualifications, and genuine long-term progression within the firm for the right candidate.
The role
- Take ownership of each case's pre-application journey once the adviser has made the initial contact with the client
- Chase clients by phone and email for outstanding documents (ID, proof of income, bank statements and similar), keeping requests clear and easy to act on
- Keep clients updated on progress and next steps throughout the pre-application stage
- Log every contact, document received and case update accurately on our CRM system
- Flag delays, missing information or client concerns to the adviser promptly
- Hand over a complete, submission-ready case cleanly to the processing team once all documents have arrived
- Support with general pre-application administration as the role develops
In return, you'll be
- Fully trained on our CRM, our document requirements and our client-communication standards from day one
- Mentored by experienced advisers and admin staff who want to see you progress
- Given dedicated time to study towards CF1 and CF6 (CII) throughout the scheme — the stepping stone towards obtaining your licence — fully supported by the business
- Offered a genuine long-term path — strong performers can progress into wider case administration and, over time, towards adviser-track roles as they qualify
- Rewarded with a competitive apprentice salary, reviewed as you develop, plus the benefits below
What we're looking for
- A confident, friendly communicator who's comfortable on the phone and chasing people without being pushy
- Someone organised, who can juggle a busy caseload and keep accurate records
- Good attention to detail — this role is the difference between a smooth application and a delayed one
- Comfortable with everyday IT and happy to learn a new CRM system
- No mortgage experience necessary — full training is given. A genuine interest in financial services and a willingness to study is what matters most
Embark on an energetic journey into the world of mortgage advice! This apprenticeship is designed to empower you with the knowledge, skills, and confidence needed to excel in a rewarding career helping clients navigate their financial futures.
Pay: From £19,500.00 per year
Benefits:
- Casual dress
- Company pension
- Employee mentoring programme
- Financial planning services
- Flexitime
- Free parking
Ability to commute/relocate:
- Epping CM16 7ES: reliably commute or plan to relocate before starting work (preferred)
Education:
- A-Level or equivalent (preferred)
Work Location: In person
