Financial Services Apprentice

H L PARTNERSHIP LTD

Leicester (LE19 1RJ)

Closes on Friday 30 May 2025

Posted on 11 April 2025


Summary

Are you looking for a career in the mortgage/finance industry? HLPartnership is looking for a Finance Administrator Apprentice to assist in helping our new members join the network. This will involve processing applications and conducting financial fitness checks so you will need to have an eye for detail and good communication skills.

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

35 hours a week

Start date

Monday 2 June 2025

Duration

1 year

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

  • The role will involve processing applications and conducting financial fitness checks for advisors joining our network so you will need to have an eye for detail.
  • As we work within the FCA regulations, we have to make sure we keep all our records up to date so you need to be able to follow processes and have a good understanding of IT.
  • You will need to be able to communicate internally and externally via the phone, over the phone or via Teams.

Where you’ll work

First Floor Office, 6 Merus Court
Meridian Business Park
Leicester
LE19 1RJ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

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

Training will take place at the office via webinars.

Requirements

Desirable qualifications

GCSE in:

  • English (grade 4)
  • Maths (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
  • Administrative skills
  • Team working

About this company

HL Partnership is the largest privately owned mortgage network in the UK.

After this apprenticeship

This is a permanant role. You could decide to stay within the team or progress elsewhere within the business, such as Compliance or Training.

Ask a question

The contact for this apprenticeship is:

H L PARTNERSHIP LTD

Mrs Jenny Dolman-Thomas

jenny@hlpartnership.co.uk

The reference code for this apprenticeship is VAC1000315318.

Apply now

Closes on Friday 30 May 2025

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