Financial Services Apprenticeships Learner Information
Applicant Info
Mortgage Assistant Role
This role will give you the background to the mortgage market, allow you to deal with clients alongside the advisor and the team you will be working with.
You will be assisting with the day to day information relating to mortgage applications.
A mortgage is one of the biggest commitments an individual will make, you will be involved with the team that makes these opportunities available to families making their aspirations come true, whilst earning and learning as part of a structured apprenticeship, providing you with a recognised qualification and work experience.
The progression routes from embarking on the apprenticeship are endless, but you may wish to consider becoming a mortgage advisor or broker, if you feel this is could be the career for you, then why not look at the mortgage broker assistant apprenticeships we have available.
Financial Advisors Assistant
This role will give you the background to the investment market, allow you to deal with clients alongside the advisor and the team you will be working with.
You will be assisting with compiling customer information and market data, this will be presented to clients allowing them to decide on the most suitable investments for them, maximising their money and allowing them to fulfil their dreams and aspirations.
An investment portfolio is made up of stocks, shares, property and savings. As part of your day to day role you will be involved in the presentation support of this information to clients.
The progression routes from embarking on the apprenticeship are endless, but you may wish to consider becoming and Financial Advisor or Independent Financial Advisor, building up and managing your own portfolio of clients and business, if you feel this is could be the career for you, then why not look at the financial advisor assistant apprenticeships we have available.
Underwriting Assistant
This role will give you the background to the insurance market, allow you to deal with clients alongside the advisor and the team you will be working with.
You will be assisting with the underwriting process of insurance, this could be to cover a car, home, yacht, almost anything!
Insurance is made up of underwriting and broking, so the opportunities for progression could be on either side of this business, interpersonal skills are very important for insurance broking, if you feel this to be one of your strengths, then why not look at the insurance underwriting apprenticeships we have available.