Mortgage Administrator Apprentice
ECHO FINANCE LTD
MIRFIELD (WF14 8HE)
Closes in 25 days (Friday 23 May 2025 at 11:59pm)
Posted on 28 April 2025
Contents
Summary
As a successful and ever-growing finance brokerage, Echo Finance are looking for an Apprentice Mortgage Administrator to join their team. You’ll enjoy a rewarding career as part of an award-winning company with a strong family culture, with progression opportunities for those who have an interest in becoming mortgage brokers.
- Wage
-
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am to 5pm
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
Mortgage administrators at Echo Finance play a key role in our business, providing essential support to our brokers to help them deliver a 5-star service to our customers.
Day-to-day tasks our administrators carry out include:
- Handling incoming calls from our customers
- Providing support to advisors & clients
- Case audits & suitability gradings
- Using Microsoft packages including Outlook, Word and Excel (Google Workspace equivalents)
- Recording and updating customer records on our in-house Echo CRM
- Liaising with our clients, solicitors, estate agents, lenders, insurers & providers
Where you’ll work
THE 1812 BUILDING
WHEATLEY PARK
WOODBOTTOM
MIRFIELD
WF14 8HE
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
The Level 3 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 passes in total (including English & maths) (grade 4/C 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
- Team working
- Initiative
- Patience
About this company
Echo Finance is a whole-of-market Mortgage, Later Life, Protection & Home Finance brokerage who help people all over the UK achieve their financial goals. With a strong track record in providing quality advice to our clients, we have been able to see sustained growth. You will enjoy a friendly and supportive working environment in the countryside of West Yorkshire, as part of an award-winning team of mortgage brokers. As an administrator, you will be right at the heart of our client's operations, handling a diverse range of tasks to keep things ticking over smoothly.
After this apprenticeship
Progression and training opportunities for our administrators who have an interest in becoming mortgage brokers.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000316943.
Apply now
Closes in 25 days (Friday 23 May 2025 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.