Mortgage Administrator Apprentice
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Company: STONEACRE WEALTH MANAGEMENT LTD
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Location: WV3 8HJ
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Legal, finance and accounting
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Ref: NAS-2000046155
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Application Deadline Date: 31/08/2026
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Start Date: 07/09/2026
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Positions Available: 1
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Working Week: Monday– Friday, 8:30am to 4:30pm,1 hour lunch break.
Brief Description
Helping with mortgage applications, providing research and back office admin to advisor to help source and advise clients on mortgages.
Training to be Provided
- You will access your training online from the employers site address
Future Prospects
- Aim is for successful candidate to qualify for mortgage advisor within 3 years to pursue an advisory role in the practice to aid clients in obtaining mortgages and develop the practice’s mortgage proposition further
Vacancy Detail
The apprentice will be responsible for all aspects of mortgage research and administration. The aim will be for the apprentice to qualify as a mortgage advisor within 3 years and support the practice with mortgage advice and applications. Other general administration work relating to the practice’s financial advice activities will also be part of the role.
- Conduct detailed mortgage research, including sourcing suitable products from lenders based on client profiles, affordability, and regulatory criteria
- Prepare and process mortgage applications, ensuring all documentation is accurate, complete, and compliant with lender and FCA requirements
- Liaise with clients, lenders, solicitors, and underwriters to track application progress and resolve queries efficiently
- Maintain and update client records and case management systems in line with data protection and compliance standards
- Support qualified advisers by gathering client information, producing illustrations and assisting with suitability documentation
- Carry out general administrative duties for the practice, such as scheduling appointments, managing correspondence, and supporting wider financial advice activities
Other Information
- DBS check required
- We are a small practice growing quickly
- All candidates must work full-time from the office