Taking the financial services skills agenda forward ...

Mortgage Adviser


A new opportunity to develop talent in your business


Supported by government funding & incentives


paraplanners, financial administrators



This new opportunity is available for new & existing staff of all ages


£1500 incentive available subject to conditions*


Thank you for enquiring about these exciting new apprenticeship opportunities.


FWD training & consultancy are specialists in delivering Financial Services apprenticeships & are accredited by the CII. We can help you assess whether these opportunities are right for you & your business through an initial telephone consultation with one of our experts.


Typical questions we are asked in our telephone consultations:


bulletHow does the funding work & do I need to make a contribution to costs as an employer?

bulletAm I entitled to the £1500 incentive in addition to the funding & can I claim this for more than 1 apprentice?

bulletI thought that apprenticeships were only for 16-18 year olds, but I would prefer someone with more life skills. Is it right that an apprentice can be any age?

bulletDoes the apprenticeship include diploma level exams & are training & exam costs paid for by the funding?

bulletI need to develop skills in my business, but I’m not sure whether it’s best to go for the administrator apprenticeship first then follow on with the Mortgage Adviser apprenticeship ... or to go straight into the Mortgage Adviser apprenticeship?

bulletShould I take on a new member of staff or develop existing staff ... or both ... & how does this affect the way the apprenticeship works?

bulletHow can I find a quality candidate & be sure I am taking on someone who is going to be worth investing my time & effort into?

bulletHow much should I pay an apprentice to be able to attract the right calibre of candidate?

bulletHow much time off to study does an apprentice need & do they have to go to college, or is the learning done at work?

bulletI’m concerned about being able to offer the right support to an apprentice, given how busy I am with my clients. How do other businesses overcome this?

bulletI have heard that you offer a free service to source & screen potential candidates for me to interview – how does this work?


Get in touch

Contact us today for a no obligation telephone consultation by completing our enquiry form:


Your Name
Business Name
Email Address
Telephone Number
Best Time To Contact

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Remember these new apprenticeships have been designed & developed by employers from the Mortgage Industry sector


bulletEndorsed by CII, IFS & IFP

bulletCertificate exams funded within the scheme

bulletNo age limit & available to existing staff as well as new



bullet"Working with a training provider that is accredited by the CII is very important to us as we know that the training and delivery will be industry specific and the assessors will have a background in financial services and a good working knowledge of what we do and how to get the best out of the candidates."

- Adam Cook (Lyndhurst Financial Management)


bullet"The assessor was great, she made us feel all at ease and confident that we would all get through the courses. She was professional and personable and made the exam and coursework process as easy as possible."

- Elizabeth


bullet"I wanted to say how pleasantly surprised we were at the high quality of candidate that we met today. If this pans out the way I think it will I think we could imbed FWD into our future recruitment process."

- Lee Wells (Ablestoke Financial Planning)


bullet"The assessor was completely professional and knew the industry really well, yet approachable and friendly. She was always on hand to help with any problems or queries that arose. Could not have asked for better."

- Faye


FWD provides a free Apprenticeship recruitment service for businesses. Our dedicated Recruitment Team will work in close partnership with you to make sure we match the right person with the right skills to your Apprenticeship vacancy.


bulletContact us today on 0208 304 3666 to find out how we can help.


bulletAlternatively you can email us: