What will the apprentice be doing?
Prospecting, completion of fact find and mortgage or insurance application, mortgage illustration, documentation and update of client file, laise with mortgage lenders, contacting clients, answering telephone calls, setting up meetings, researching financial services mortgage products, arranging valuation.
What training will the apprentice take and what qualification will the apprentice get at the end?
Financial Adviser Level 4
What is the expected career progression after this apprenticeship?
CeMap qualified Financial Advisor
Requirements and prospects
Desired skills and personal qualities
Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Creative, Initiative, Patience
NVQ or SVQ Level 1 or equivalent Business studies (Grade A - C) Desired