Apprentice Mortgage Administrator

IMPARTIAL FINANCIAL MANAGEMENT LTD

Westbury, BA13 3PE

Closes in 23 days (Wednesday 16 October at 11:59pm)

Posted on 19 September 2024

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Contents

Summary

A very exciting opportunity for this dynamic mortgage company who are looking for a Mortgage Administrator supporting the day-to-day operations of a mortgage brokerage by managing administrative tasks and ensuring smooth processing of mortgage applications

Annual wage
Competitive

Minimum wage rates (opens in new tab)

Pay will be in line with qualifications and experience.

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9am to 5pm

30 hours a week

Possible start date

Monday 4 November

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

  • Supporting day-to-day operations of a mortgage brokerage
  • Managing administrative tasks and ensuring smooth processing of mortgage applications
  • Maintaining and organising client files
  • Coordinating communication between brokers and clients
  • Preparing documentation, scheduling appointments, and handling enquiries

Key Responsibilities:

  • Maintain and update client records and application files
  • Coordinate documentation and communication between clients, lenders and mortgage brokers
  • Schedule meetings, appointments, and follow-up tasks
  • Prepare and review mortgage application documents for accuracy
  • Handle client inquiries and provide timely responses
  • Assist with office administrative duties as needed

Where you’ll work

2a Wellhead Lane

Westbury

BA13 3PE

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

    Requirements

    Essential qualifications

    GCSE 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
    • IT skills
    • Attention to detail
    • Organisation skills
    • Administrative skills
    • Team working
    • Initiative
    • Proactive
    • Multitasking
    • Office software including CRM

    Other requirements

    The most important quality is empathy and good command of the English language both verbal and written.

    About this company

    At Impartial Financial we are a family-owned mortgage brokerage dedicated to guiding our clients through the home financing process with personalized service and care. With years of experience in the industry, our close-knit team brings a personal touch to every transaction, ensuring that their unique needs and goals are met.

    After this apprenticeship

    The sky is the limit for the right candidate. There will be many opportunities to progress, and we encourage our apprentices in their development. Full training will be provided.

    Ask a question

    The contact for this apprenticeship is:

    SIMPLY ACADEMY LTD

    Monica Peacock

    monica@simplyacademy.com

    The reference code for this apprenticeship is VAC1000277770.

    Apply now

    Closes in 23 days (Wednesday 16 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.