Mortgage Advisor Apprentice with Unique Financial Services Limited
Hours Per Week: 35-9-5 Monday to Friday (one-hour unpaid break)
Short Description:
The Trainee Mortgage Advisor Apprentice will work alongside experienced mortgage and financial advisors to develop the knowledge, skills, and practical experience required to become a qualified Mortgage Advisor. The successful candidate will receive structured on-the-job training while studying towards a recognised apprenticeship qualification. The role involves supporting the mortgage advisory team with administrative tasks, communicating with clients, preparing documentation, maintaining accurate records, and learning about mortgage products, lending criteria, and regulatory requirements. The apprentice will gradually take on more responsibility as their knowledge and confidence grow, with the aim of progressing into a fully qualified Mortgage Advisor. This is an excellent opportunity for an enthusiastic individual looking to build a long-term career in the financial services industry within a supportive and professional environment.
Full Description:
About the Company:
Unique Financial Services is a UK-based financial advisory firm specializing in mortgages, commercial finance, insurance, and wills. With a customer-focused approach and access to a wide range of lenders and financial products, the company provides tailored solutions to help individuals and businesses achieve their financial goals. Unique Financial Services is committed to delivering expert advice, transparent guidance, and exceptional service throughout every stage of the financial journey.
Duties and Responsibilities
- Assist Mortgage Advisors with the preparation and processing of mortgage applications.
- Liaise with clients, lenders, solicitors, estate agents, and other third parties to obtain required information and documentation.
- Maintain accurate client records using the company's CRM and compliance systems.
- Schedule appointments and manage advisor diaries.
- Prepare client documentation and ensure all paperwork is completed accurately and in line with FCA compliance requirements.
- Respond to client enquiries via telephone, email, and in person in a professional and timely manner.
- Learn about mortgage products, affordability assessments, lending criteria, and financial regulations.
- Support the administration of insurance and protection products where required.
- Complete apprenticeship coursework and attend all training sessions.
- Carry out general office administration duties to support the wider team.
Future Prospects:
We are committed to supporting the professional growth and career development of our employees. As the company continues to expand, team members will have opportunities to develop new skills, gain industry qualifications, take on greater responsibilities, and progress into senior or specialist roles. We foster a collaborative and supportive working environment where dedication, performance, and continuous learning are recognised and rewarded. Joining our team offers the opportunity to build a long-term career in the financial services industry while contributing to the company's continued success.
Training Provided:
BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.
Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.
Skills Required:
- Good communication skills, both verbal and written.
- Competent in Microsoft Word, Excel, Outlook, and Teams.
- Basic IT and computer literacy.
- Good organisational and time management skills.
- Strong attention to detail and accuracy.
- Ability to work independently as well as part of a team.
- Willingness to learn and develop new skills.
- Good numeracy skills.
Personal Qualities:
- Friendly, professional, and approachable.
- Motivated with a genuine interest in financial services and mortgages.
- Reliable, punctual, and trustworthy.
- Positive attitude with a willingness to learn.
- Excellent customer service skills.
- Able to maintain confidentiality and handle sensitive information responsibly.
- Self-motivated with a proactive approach to work.
- Strong work ethic and commitment to achieving apprenticeship qualifications.
- Flexible and adaptable in a fast-paced office environment.
- Keen to build a long-term career within the mortgage and financial advice sector.
Qualifications Required:
A- Levels
IND123
Pay: £14,560.00 per year
Application question(s):
- Why do you want to pursue a career in mortgage advice?
- Tell us about a time when attention to detail was important.
Work Location: In person
