Apprentice Financial Services Administrator

Summary

To provide administrative support to the Mortgage & Protection Team while working towards a Level 3 Financial Services Administrator qualification. This role offers a combination of on-the-job training and formal study, equipping you with the skills and knowledge to thrive in a financial service environment.

Wage: £12,313.60 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday to Friday between 9am to 5pm.
37 hours a week
Possible start date: Monday 24 February
Duration: 1 year
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

Administrative Support

Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates.
Maintain accurate records in line with company policies and regulatory requirements.
Process applications for Mortgages: including, Product Transfer and Deposits.
Support the management of client files, ensuring all information is up to date and securely stored.

Stakeholder Interaction

Provide a high standard of service when responding to customer enquiries and other departments within the business via phone, email, or and other members of the mortgage team
Assist with onboarding new clients, including verifying documentation and collecting necessary information.
Escalate more complex client requests to senior team members where appropriate.

Compliance and Regulation

Learn and adhere to financial regulations such as Anti-Money
Laundering, Know Your Customer, and GDPR, as well as FCA regulations in Mortgages.
Support the preparation of reports and documentation for compliance checks or audits.

Data Entry and Reporting

Accurately input financial data into systems and generate reports for internal use or external stakeholders.
Assist in reconciling financial records and identifying discrepancies.

Team Collaboration

Work closely with financial advisors, administrators, and other team members to deliver seamless client service.
Attend team meetings and training sessions to stay informed of company updates and industry developments.

Learning and Development

Actively engage in training to complete the Level 3 Financial Services Administrator qualification.
Shadow experienced team members to gain a deeper understanding of financial products, services, and processes.

Where you’ll work

11

KINGFISHER WAY

SILVERLINK BUSINESS PARK

NEWCASTLE UPON TYNE

NE28 9NX

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

SKILLS NORTH EAST 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 attend a mix of classroom sessions either or line and face to face with our Training Provider, Sklls North East.

Requirements

Essential qualifications

GCSE in:

English (grade Grade 4 or higher)
Mathematics (grade Grade 4 or higher)

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
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

About this company

NMS Financial Ltd specialises in providing a sound and comprehensive planning service for our clients. We also look after clients that have been introduced to us via other financial practices, various Estate Agents, and some accountancy firms

https://nmsfinancial.co.uk/about-us/ (opens in new tab)

After this apprenticeship

Progression within company.

Ask a question

The contact for this apprenticeship is:

SKILLS NORTH EAST LIMITED

Judith Hunter

judith@sne.org.uk

The reference code for this apprenticeship is VAC1000298319.

Apply now

Closes in 12 days (Monday 10 February 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.

Cookies on Find an apprenticeship

Contents