Apprentice Administrative Support Specialist

BEECHWOOD MORTGAGES LTD

Reading (RG31 5AW)

Closes in 21 days (Friday 25 April 2025 at 11:59pm)

Posted on 31 March 2025


Summary

Having expanded our group of mortgage advisers in the past couple of years we are now looking to establish a resolute admin team to provide crucial support. We are seeking a candidate who will play a pivotal role in enhancing the service we offer to our growing customer base by assisting our brokers effectively.

Training course
Financial services administrator (level 3)
Hours
Monday to Thursday 9am to 5.30pm - Friday 9am to 5pm.

40 hours a week

Start date

Tuesday 6 May 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

We are seeking a highly organised and proactive individual to join our team as an Administrative Support Specialist. Successful candidate will play a crucial role in ensuring the smooth day-to-day operations of our mortgage advisory firm, providing essential support to our advisers and contributing to outstanding customer service.

Key Responsibilities:

  • Liaise with new customers to gather and organise necessary documents for mortgage applications
  • Work closely with lenders to ensure efficient processing and secure mortgage offers quickly, keeping clients informed at every stage
  • Follow a structured post-submission admin process to maintain clarity and accuracy within the business
  • Provide timely updates to estate agents for clients who are buying a property
  • Chase solicitors where required, particularly those recommended by Beechwood
  • Offer a warm welcome to walk-in clients, ensuring they feel comfortable and valued
  • Support brokers with researching protection options for clients with specific needs, such as adverse medical histories
  • Answer incoming calls, collect basic client information, and route calls to the appropriate mortgage broker
  • Attend weekly meetings with senior management to discuss workflow and suggest improvements to enhance the company’s performance

What We’re Looking For:

The ideal candidate will be an efficient multitasker with excellent communication skills and a strong commitment to customer service. They should thrive in a collaborative environment, pay attention to detail, and be able to prioritise tasks effectively to meet deadlines.

This is an opportunity to join a growing, client-focused team where your input will be valued, and your contributions will directly impact the success of our advisers and the satisfaction of our clients.

Where you’ll work

74 School Road
Tilehurst
Reading
RG31 5AW

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 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
  • Problem solving skills
  • Team working
  • Patience
  • Adaptability
  • Positive attitude

About this company

Since 2001, Beechwood Mortgages has been helping customers secure the ideal mortgage. Backed by a team of experienced advisers, we provide guidance at every step, ensuring you find the right mortgage tailored to your needs. Our mission is straightforward: to support homeowners by keeping costs low and the process hassle-free.

After this apprenticeship

This role presents an exciting opportunity to hone your skills and grow within our team. With dedication and drive, there is potential for future progression to the position of Administration Team Manager, where you would oversee a small team of administrators and play a key role in shaping Beechwood's success. Alternatively, if your ambitions lie in an advisory capacity, you may advance into an advice-based role, further expanding your career within the company. Whatever your aspirations, we are committed to supporting your professional development and helping you achieve your 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 VAC1000305535.

Apply now

Closes in 21 days (Friday 25 April 2025 at 11:59pm)

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