A newly established Mortgage Advice and Protection company operating under JMH Partners Ltd however use the Mortgage Advice Bureau as their network.

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff. Your apprenticeship training will be a fully work-based learning programme across 18 months. Upon completing your apprenticeship, you will achieve a Level 3 Business Administration qualification. 

What you’ll do at work:

• What you’ll do at work: Client Communication: Serve as the first point of contact for clients via phone, email, and in-person visits. Handle inquiries professionally and direct them to the appropriate advisor.
• Appointment Scheduling: Coordinate and schedule client meetings, ensuring advisors’ calendars are managed effectively.
• Document Management: Prepare, review, and manage mortgage application documents. Ensure all required documents are accurately completed and filed.
• Data Entry: Maintain and update client information in our database with high accuracy and submit mortgage applications to banks.
• Follow-ups: Assist in following up with clients on required documentation and application status.
• Compliance: Assist in ensuring compliance with regulatory requirements by maintaining up-to-date records and assisting with audits.
• Administrative Support: Provide general administrative support to mortgage advisors, including preparing reports, presentations, and correspondence.
• Coordination: Liaise with lenders, solicitors, and other third parties to facilitate the smooth processing of mortgage applications.
• Marketing Support: Assist with marketing activities such as managing social media accounts, preparing newsletters, and organising events.