Mortgage and Protection Administrator Apprentice

Summary

Join BatesWilcox as an Apprentice Mortgage and Protection Admin! Dive into the dynamic world of finance, gain hands-on experience, and grow with a supportive team. Perfect for ambitious individuals eager to learn and make a difference.

Wage: £18,000 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday - Friday, 9:30 - 17:30.
40 hours a week
Possible start date: Monday 10 March
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

As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include:

Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone.
Documentation: Preparing and managing paperwork for mortgage applications and protection policies.
Data Entry: Updating client information and maintaining accurate records in the system.
Support: Providing administrative support to mortgage advisors and protection specialists.
Research: Gathering information on mortgage products and protection plans to assist advisors.
Compliance: Ensuring all processes comply with regulatory requirements.

This role is perfect for someone who is detail-oriented, organised, and eager to learn about the financial services industry.

Where you’ll work

3 Mill Court

Mill Lane

Newbury

RG14 5RE

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

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:

English, Maths and 3 other subjects (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
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Number skills
Team working
Initiative
Adaptability

Other requirements

Must be able to commute to Newbury

About this company

BatesWilcox Mortgage Solutions Ltd is a mortgage broker based in Newbury, Berkshire. They offer a range of services including: Mortgage Advice: Helping clients find the right mortgage product for their needs, whether it’s for a first home, a holiday/investment property, or re-mortgaging. Protection Services: Providing advice on various protection products to ensure clients and their families are financially secure. Specialist Services: They are authorized to advise on mortgages using the Own New Scheme, which is designed for new build properties. Their goal is to simplify the mortgage process and provide peace of mind to their clients through clear and comprehensive advice

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

At BatesWilcox, there are excellent prospects for career progression. As an Apprentice Mortgage and Protection Admin, you will have the opportunity to:

Progress to Mortgage Adviser: With experience and additional training, you can advance to a Mortgage Adviser role.
Further Apprenticeships: Opportunities for further apprenticeships to enhance your skills and qualifications.
Further Training: Continuous professional development through training programs to keep you updated with industry standards.

BatesWilcox is committed to supporting your career development and helping you achieve your professional goals.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000303483.

Apply now

Closes in 12 days (Friday 7 March 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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