Financial Services Administrator Apprenticeship

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 30 minutes a week

Possible start date

Monday 20 January

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 VAC1000291913.

Apply now

Closes in 19 days (Friday 10 January 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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