Case Manager & Apprentice Mortgage Adviser
Location: Lyndhurst, Hampshire
Hours: Full-time, Monday to Friday (37.5 hours)
Salary: £25,000-£30,000 depending on experience, plus bonus opportunities
Job Reference Number: KM160926
Start Your Career in Mortgage Advice
Knightwood Mortgages is a growing, client-focused mortgage and protection brokerage based in the New Forest. As our current Case Manager progresses into a Mortgage Adviser role through our development pathway, we are seeking an ambitious and organised individual to join the team.
This is an exciting opportunity to begin a career in mortgage and protection advice, starting as a Case Manager while completing a fully funded Mortgage Adviser Apprenticeship. You'll gain hands-on experience, industry qualifications and structured support designed to help you progress into a qualified Mortgage Adviser within approximately 18 months.
The Role
Initially, you will work as a Case Manager, supporting our advisers and clients through the mortgage application process from recommendation to completion. Alongside your day-to-day responsibilities, you will undertake a structured apprenticeship programme leading towards becoming a fully authorised Mortgage Adviser.
This role is ideal for someone who is organised, customer-focused and looking for a long-term career.
Key Responsibilities
- Managing mortgage and protection applications from submission through to completion
- Liaising with clients, lenders, solicitors and other third parties
- Chasing outstanding documents and updating clients on progress
- Maintaining accurate records and CRM notes
- Supporting advisers with application preparation and administration
- Ensuring all files meet compliance and regulatory requirements
- Completing apprenticeship coursework and professional qualifications
- Learning the mortgage advice process and shadowing experienced advisers
Apprenticeship & Career Development
- Fully funded Mortgage Adviser Apprenticeship
- Study support and dedicated mentoring
- Paid time for learning and development
- Support towards industry qualifications including CeMAP
- Clear progression pathway into a Mortgage Adviser role
- Real-world experience within a successful mortgage brokerage
About You
We're looking for someone who:
- Has excellent attention to detail
- Is highly organised and able to manage multiple tasks
- Enjoys speaking with people on the phone and delivering great customer service
- Has strong written and verbal communication skills
- Is confident using technology and learning new systems
- Wants to build a long-term career in financial services
- Has a positive attitude and willingness to learn
Previous experience in administration, banking, financial services or customer service would be advantageous but is not essential.
What We Offer
- Competitive salary
- Performance-related incentives
- 22 days holiday plus bank holidays
- Pension scheme
- Paid parking
- Full apprenticeship funding
- Ongoing mentoring and support
- Clear career progression
- Friendly and supportive working environment
- Opportunity to become a qualified Mortgage Adviser with a strong earning potential
Why Join Knightwood?
At Knightwood Mortgages, we believe in developing talent from within. Our current Case Manager is progressing into a Mortgage Adviser role through this same pathway, demonstrating the genuine opportunities available for career development and long-term success.
If you're motivated, ambitious and looking to start a rewarding professional career, we'd love to hear from you.
To apply, please send your CV and a brief covering email explaining why you're interested in the role.