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Mortgage Administrator Apprentice

Stoneacre Wealth Management LTD · Wolverhampton · posted 10 July 2026

Applications closed 30 July 2026. Similar live vacancies below.

Wage
£14,560 a year
Hours
35 hours a week
Duration
1 Year
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
7 September 2026
Closing date
30 July 2026
Positions
1

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

Your training

  • You will access your training online from the employers site address

Where it leads

  • 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

About Stoneacre Wealth Management LTD

Having worked for the largest banks on the High Street and large IFA Practices over the last 18 years, Principal of Stoneacre Financial Planning Hugo decided he wanted to offer a more tailored and bespoke service putting the client at the heart of everything he does.

After considering feedback from past clients, who were always disheartened with sudden changes of advisers after only just getting to know them and not building any sort of relationship with them. He wanted to able reassure clients that he would be there for them when they needed him. He therefore aims to build long standing and trusted relationships with all of his clients from the start of their journey together.

Things to consider

  • DBS check required
  • We are a small practice growing quickly
  • All candidates must work full-time from the office

Skills they're looking for

Communication skillsIT skillsOrganisation skillsAdministrative skillsNumber skillsAnalytical skillsTeam workingInitiative

Entry requirements

  • GCSE English (grade Grade 6(B)) — essential
  • GCSE Maths (grade 6(B)) — essential
  • A Level 2 or more subjects (grade Pass) — desired

Where you'll work

  • 35 WINDMILL LANE, WOLVERHAMPTON, WV3 8HJ

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