Financial Services Administrator Apprenticeship

MORTGAGE ADVICE HUB LTD

Sheffield, S12 4LB

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

Posted on 3 October 2024

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Contents

Summary

Be a part of this well established mortgage brokers whom are currently seeking an administrator to support their busy team of mortgage advisers. If you are a good communicator looking for a rewarding career in this field then this could be the perfect job for you.

Annual wage
£14,000 a year

Minimum wage rates (opens in new tab)

Salary will be dependent on skills and experience

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9.00am to 5.00pm.

37 hours a week

Possible start date

Monday 25 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

  • Mortgage application processing - ensuring all documentation is accurate and submitted on time
  • Liaising directly with clients and act as the primary contact for clients, lenders and third parties
  • Providing updates and handling queries efficiently
  • Document management - ensuring all client files and records are maintained
  • Compliance with regulatory requirements and company policies
  • Providing full administrative support (diary management, scheduling of appointments and preparing reports)

Where you’ll work

Unit H1 Staniforth Works

Main Street

Sheffield

S12 4LB

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
    • Customer care skills
    • Administrative skills
    • Team working
    • Initiative
    • Microsoft Office proficiency

    About this company

    A well established mortgage brokers dedicated to providing exceptional mortgage solutions to clients both locally and nationally,

    After this apprenticeship

    • Great opportunity for career progression and development
    • Comprehensive support and training 
    • Opportunity to progress to a fully qualified Mortgage Adviser

    Ask a question

    The contact for this apprenticeship is:

    SIMPLY ACADEMY LTD

    Mark Fenwick

    mark@simplyacademy.com

    The reference code for this apprenticeship is VAC1000279071.

    Apply now

    Closes in 16 days (Wednesday 23 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.