Mortgage and Investment Administrator Apprentice

Summary

A fantastic opportunity to become a Mortgage & Investment Administrator at a leading provider of professional and independent financial advice in North London.

Annual wage

£15,000 a year

Minimum wage rates (opens in new tab)

£15,000 to £17,000 depending on applicant and experience

Training course

Financial services administrator (level 3)

Hours

Monday to Friday, 9.15am to 5.15pm

35 hours a week

Possible start date

Monday 21 October

Duration

1 Year 3 Months

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Mortgage administration
Investment research
General office adminstration
Answering the telephone
Speaking to mortgage lenders and clients
Inputting data
Scanning

Where you’ll work

1 WINDMILL HILL

ENFIELD

EN2 6SE

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SIMPLY ACADEMY LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times

Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.

Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results

Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.

Key Learning Outcomes:

· A broad understanding of the financial services sector

· An understanding of the role of the appropriate regulatory bodies

· The importance of relationship building with clients and colleagues

· Understanding of processes and procedures relevant to the role

· How to develop commercial awareness

· Building skills and capabilities within an organisation

Professional Qualifications:

· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)

· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Standard information;

Professional qualifications within this apprenticeship are listed below – one of:

UK financial services, regulation & ethics (CF1) – Chartered Insurance Institute (CII) CII Certificate in Insurance - Chartered Insurance Institute (CII) UK financial regulation (UKFR) – The London Institute of Banking & Finance (LIBF) - Financial Services regulation and Ethics - Chartered Bankers Institute (CB)

Introduction to Securities and Investment; UK financial regulation; Administration of settlements and investments – Chartered Institute for Securities and Investments (CISI)

In addition, the role may require completion of an exam specific to the line of business worked in eg Life, Pensions, General Insurance, Investments, Long Term Care. These are typically provided by the CII, LIBF and CISI.

Alternatively where employers feel that there is evidence of higher academic aptitude, the apprentice could opt for a more demanding higher level qualification that would enable fast tracking through the progression routes available on completion of this apprenticeship.

Financial services, regulation and ethics (RO1) – CII Financial services, regulation and ethics (FSRE) The London Institute of Banking & Finance (LIBF).

Requirements

Essential qualifications

GCSE or equivalent in:

5 subjects including maths and english (grade 4 or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Team working
Smart presentation
Willing to learn new things
Good telephone manner

About this company

Archers Financial Services was established in 1991 and is today a leading provider of professional and independent financial advice in North London. We deal with all aspects of financial planning with a particular emphasis on the mortgage, life assurance, pension and investment markets.

After this apprenticeship

Successful completion of this apprenticeship may lead to opportunities to further develop with other apprenticeship programmes and qualifications.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Mark Fenwick

apprentice@simplyacademy.com

The reference code for this apprenticeship is VAC1000273589.

Apply now

Closes tomorrow (Wednesday 25 September at 11:59pm)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

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