Mortgage Advisor Apprentice
Unique Financial Services Limited · Nottingham
Business and financeAdvanced Level 3On-site
Weekly Hours Worked: 9-5 Mon to Friday (one hour unpaid break)
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.
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.
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.
Qualifications required
A- Levels
Training you'll get
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.
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.
The essentials
Hours, commitment and the dates that matter.
Hours
35 hours per week
Duration
18 months (Ongoing)
Roles available
1
Posted
06 Aug 2026
Interviews
11 Aug 2026
Starts
Sep 2026
Apply by
08 Sep 2026
Training provider
BPP
Delivers the training for this role and manages your application.
Where you'd be based
NG7 5FW© OpenStreetMap contributors
