Position Details: Financial Advisor Admin Apprentice

Description:

Summary

Wharf Financial is a leading specialist property finance brokerage, helping investors, developers, and businesses secure the right funding solutions to support their property ambitions. They are growing, and this is an exciting opportunity for a driven and enthusiastic individual to join their team as a Trainee Property Finance Broker.

Wage

£14,918.80 for your first year, then could increase depending on your age

Training course

Business administrator (level 3)

Hours

Monday - Friday 09:00 - 17:00 [37 hours 30 minutes a week]

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What you'll do at work

As a Trainee Property Finance Broker, you will learn how to assist clients in sourcing and securing the most suitable property finance solutions for their needs. This includes bridging loans, development finance, buy-to-let mortgages, commercial mortgages, and more.

You will receive hands-on training, mentorship, and support to build your technical knowledge, sales skills, and industry expertise.

Key Responsibilities:

• Support senior brokers in managing enquiries, gathering documentation, and preparing applications
• Communicate with clients to understand their funding needs and build relationships
• Research suitable finance products and present options to brokers and clients
• Liaise with lenders, solicitors, valuers, and other stakeholders throughout the process
• Maintain CRM records and ensure compliance with internal and FCA procedures
• Attend internal training and external events to develop industry knowledge
• Progress to managing your own caseload of clients under supervision

Where you'll work

177 PALL MALL
LEIGH ON SEA
SS9 1RE

 

Your training course

Business administrator (level 3)

 

Requirements

Essential qualifications

GCSE in:

• English (grade 4)
• Maths (grade 4)

 

Skills

• Communication skills
• Attention to detail
• Administrative skills
• Team working
• Initiative
• Strong interpersonal skills
• Organised
• Eagerness to learn
• Comfortable with phone contact
• Full UK Driving Licence

Other requirements

Full UK driving licence required for visiting clients or sites in future

About this company

Our team are experienced ex corporate bankers with a developed network in the UK lending market and the professional services sector. We are members of the National Association of Commercial Finance Brokers (NACFB) and have a customer-first ethos which has led to us building strong connections so that clients regularly return to us for help with their financing needs.

https://www.wharffinancial.co.uk/ (opens in new tab)

After this apprenticeship

Pathway to becoming a fully qualified broker after successful completion of apprenticeship.

How to apply:

Email apprenticeships@rmtraining.co.uk with your CV