mortgage advisor Review
at Newcastle Building Society
Level 3 Apprenticeship
Finance
Waterloo Pl, Sunderland SR1 3HT, UK
Review Submitted: April 2022
Overall Rating
5 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
5/5
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Overview of Role
5/5
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Skills Development
5/5
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Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
5/5
Providing specialist mortgage advice and guidance on our products whilst meeting all FCA/PRA regulatory
requirements. Building rapport, trust and relationships with customers and understanding customer’s needs and
priorities then recommending solutions from the Group’s range of mortgage and protections products and
document information in a clear and accurate manner. Dealing with complaints and supporting the Team Leader
requirements. Building rapport, trust and relationships with customers and understanding customer’s needs and
priorities then recommending solutions from the Group’s range of mortgage and protections products and
document information in a clear and accurate manner. Dealing with complaints and supporting the Team Leader
To what extent do you enjoy your programme?
5/5
I love my job, everyday I get job satisfaction and always have the support from my colleagues, assessor and apprenticeship provider to help me get the most out of my qualification. I cant wait to keep growing my knowledge and expanding my future in mortgage advice at my company and beyond
Skills Development
Have you learnt any new skills or developed existing skills?
5/5
Strong interpersonal skills
Ability to induct and train new and existing team members
Experience working in a regulated advice role
Telephone and face to face advice
Experience working in a busy customer driven environment
Full CeMAP
Competent Mortgage Advisor Status
In depth knowledge of mortgage market, processes and products
Understanding of ongoing regulatory changes
Ability to induct and train new and existing team members
Experience working in a regulated advice role
Telephone and face to face advice
Experience working in a busy customer driven environment
Full CeMAP
Competent Mortgage Advisor Status
In depth knowledge of mortgage market, processes and products
Understanding of ongoing regulatory changes
Structure and Support
How well organised/structured is your programme?
5/5
I feel like it is well structured, when i started at the company i was given a guide / timeline of how my apprenticeship is going to look throughout, starting with the 4 week workplace initial training and throughout my working career how my apprenticeship provider will guide me through the 1-2 year course
How much support do you receive from your employer?
5/5
I recieve so much support from my employer, my colleagues in my office support me day to day aswell as my line manager. I am also supported by the managing director or my department who is always checking up on me. My apprentice recruitment officer [This section of the comment has been removed by a member of the Higherin Team because it did not meet our site terms and conditions] also checks up on me monthly
How much support do you receive from your training provider when working towards your qualifications?
5/5
Myself and my training assessor from the training provider checks up on me through 6 week interval calls aswell as weekly emails to see how i am getting on with my work, if i need any further assistance and also just cares about my general wellbeing both inside and outside of work
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
5/5
Without My qualification i would not be able to perform in my role, I am required to qualify in a certain LIBF body to conduct my mortgage advise and the extra written work and role plays I do with my training provider also helps me massively when writing recommendations to customers
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
I participate in extra-curricular activities such as wellbeing advocates who focus on creating a better wellbeing support umbrella for all colleagues at the society. I am always involved with my team, participating in weekly walks to promote physical health improvements aswell as this being a social activity. I am invited to my first awards night in London this month also which is an amazing opportunity
Recommendations & Advice
Would you recommend Newcastle Building Society to a friend?
Yes
Why?
I think it is a great place to work, my company cares about me as an individual and will support me in anyway to be a better version of myself both inside and outside of work. I think i get great benefits here and feel really valued as a employee
What tips or advice would you give to others applying to Newcastle Building Society?
No matter how much you think a personal attribute to yourself is, include this in your application, NBS see the great in everything you do and always have an idea to expand on that attribute to help you personally and to help to society as a whole. They want the best
