Each day you'll support our busy team by:
Making calls to lenders and solicitors
Updating case files
Handling advisor queries
Creating marketing materials, and managing referrals.
You’ll learn to use mortgage systems and build strong communication and organisational skills.
Training Outcome:Upon completing the apprenticeship, there is potential to progress into a full-time Administrator role within the business. From there, you could move into more senior positions such as Case Manager, Compliance Support, or Marketing Assistant. With experience and further training, you could even explore routes into Mortgage Advising, Protection Advising, or other roles within our wider Yellow Brick Group, including Financial Planning and Estate Planning.Employer Description:Yellow Brick Mortgages is a national award-winning, independent mortgage brokerage based in Norwich. Since launching in 2018, we’ve grown rapidly, now supporting over 75 authorised advisors across the UK. We provide whole-of-market mortgage advice and pride ourselves on delivering exceptional customer service—something reflected in our 5,500+ 5-star Trustpilot reviews and our status as the UK’s #1 rated finance broker on the platform.
We’re more than just a mortgage firm. Community is at the heart of what we do. We’ve donated over £140,000 to local charities, planted 14,000+ trees for completed mortgages, and invested more than £150,000 in grassroots sports sponsorships. We also offer financial planning, wills, and estate planning through the wider Yellow Brick Group.
Our company ethos centres on support, growth, and doing the right thing—both for our clients and our team. We encourage learning, reward initiative, and believe in giving back. Joining us means becoming part of a forward-thinking business with a big heart and even bigger ambitions.Working Hours :Monday to Friday 9am to 6pm with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Approachable,Warm & Friendly,Presentable....Read more...
Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually moving on to telephoning warm leads and making appointments
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
