Mortgage Administrator Apprentice

TRINITY FG LTD

London, N1 1RA

Closes in 22 days (Saturday 12 October at 11:59pm)

Posted on 18 September 2024


Summary

This role will be to support our brokers and help progress mortgage and protection applications through to completion. This will involve communicating with broker, administrators, clients, lenders and other stakeholders in the house buying and refinancing process.

Annual wage
£13,000 a year

Minimum wage rates (opens in new tab)

A discretionary quarterly bonus incentive & discretionary annual pay review.

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9.00am to 5.30pm.

37 hours a week

Possible start date

Friday 1 November

Duration

1 Year 6 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

This role will be to support our brokers and help progress mortgage and protection applications through to completion.

  • It will involve communicating with broker, administrators, clients, lenders and other stakeholders in the house buying and refinancing process.
  • This will require excellent communication and IT skills and will involve data entry and checking as well. Our administration team work closely with our brokers to provide our clients with the best possible service.
  • The progression from apprentice to administrator should take between 18 month and 2 years and offers progression to a well paid full time job with Trinity.

Where you’ll work

155 Upper Street

London

N1 1RA

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

DAVIES LEARNING SOLUTIONS LIMITED

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

    You will work towards your:

    • Financial Services Administrator Level 3 Apprenticeship.
    • Certificate in Financial Services (CF1 & CF6)
    • Level 2 Functional Skills in English and Maths (if required).

    Training will be via Davies, virtually. 6 hours per week off the job training.

    Requirements

    Essential qualifications

    GCSE in:

    • Maths and English (grade 4)

    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
    • IT skills
    • Attention to detail
    • Organisation skills
    • Customer care skills
    • Problem solving skills
    • Administrative skills
    • Number skills
    • Logical
    • Team working
    • Initiative
    • Non judgemental
    • Patience

    Other requirements

    Not applicable at apprentice stage, but further financial checks and credit checks may be applicable if moving over to an adviser role at a later date.

    About this company

    A mortgage and protection brokerage based in London.

    http://www.trinityfinancialgroup.co.uk (opens in new tab)

    After this apprenticeship

    • The progression from apprentice to administrator should take between 18 month and 2 years and offers progression to a well paid full time job with Trinity.

    Ask a question

    The contact for this apprenticeship is:

    DAVIES LEARNING SOLUTIONS LIMITED

    John Paton

    DLS.recruitment@davies-group.com

    The reference code for this apprenticeship is VAC1000277765.

    Apply now

    Closes in 22 days (Saturday 12 October 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.