Trainee Mortgage & Protection Adviser Apprentice

About the role

As an Apprentice Mortgage and Protection Administrator, you will be the backbone of our client-facing operations, learning the property finance industry from the ground up while training to become a fully qualified Mortgage and Protection Adviser. In this dynamic role, you will bridge the gap between our clients, senior advisers, estate agents, and a vast panel of lenders. Your primary focus will be client care and case management; you will guide clients through their mortgage journey by managing their applications directly from the initial submission all the way to legal completion. Working within our supportive, family-run team, you will balance real-world administrative responsibilities with structured professional training to build a highly rewarding career in finance.

Key Responsibilities & Tasks include End-to-End Case Management, Direct Client & Stakeholder Liaison, Lender & Insurer Communication, Compliance & Document Verification, and Database & Pipeline Maintenance. Upon successful completion of your apprenticeship, Scala Financial Services Ltd is fully committed to transitioning you into a fully qualified, permanent Mortgage and Protection Adviser. You will progress from your administrative foundation into a client-facing advisory role, managing your own portfolio of clients and building your personal brand within the industry. As part of your career progression, you will receive full financial support and internal mentorship to study for and obtain your Certificate in Mortgage Advice and Practice (CeMAP) (or equivalent industry-recognised qualification).

Entry requirements

• GCSE 5 subjects including Maths & English: Grade 4/C or above (Essential)
• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Administrative skills
• Analytical skills
• Team working
• Eager to learn
• Professional
• Self-Motivated

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