Apprentice Mortgage Administrator

Summary

Potential permanent mortgage administration position with career progression available, top training in small family business under the Apprenticeship Scheme. Flexible working hours, some evenings and weekends necessary. Good rates of pay for the right candidate. Attention to detail, ability to work under pressure and great work ethic essential.

Annual wage

£18,000 a year

Minimum wage rates (opens in new tab)

Salary stated is the maximum and dependent on experience.

Training course

Financial services administrator (level 3)

Hours

Flexible working hours, some evenings and weekends are necessary. Days and times TBC. We expect (and give) flexibility if extra hours are required or cover on particular days. Part-time hours will be considered.

40 hours a week

Possible start date

Monday 2 December

Duration

1 year 3 months

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

Joining a team of mortgage consultants, you will be responsible for providing them with direct administrative support. You will be taught how to help with research and production of new mortgage and protection business. You will be involved in processing all mortgage business from application stage to completion as well as providing great customer service to existing and prospective clients.

In addition, you will be responsible for ensuring the efficient functioning of the office through a range of administrative tasks including day-to-day accounts, invoicing and maintaining office systems, processes and procedures.

Key responsibilities:

Set up new files
Manage phone calls
Ensure pipeline business is reviewed within the agreed KPI and service levels
Instruct solicitors
Liaise with other professionals across the business
Ensure that all files are stored correctly, and a clear desk policy is maintained at all times
Ensure that all communication is carried out within the agreed timeframes and the communication is clear to the customer, agents and solicitors at all times
Copy & Scan personal documents and collate for lenders packaging requirements
Check ID to requirements to FCA standard
Communicate with the lender throughout the process, providing additional information if required
Ensure that complaints are escalated
To proactively manage a pipeline of loan applications and to manage the expectations of customers
To provide agents and customers with accurate case updates at all points in the process.
To provide a high level of customer service at all stages of a loan application.
Provide key support to the running of the office.
General administration duties including dealing with inbound and outbound post and file scanning
Comply with FCA regulations
To comply with company standards and policies, e.g. Data Protection, Financial Crime, Treating Customers Fairly, Complaints Procedure etc.
Other ad hoc administrative duties as required
To take responsibility for ad hoc projects requested by Team Manager

Where you’ll work

42 High Street

Irthlingborough

Wellingborough

NN9 5TN

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

Level 3 Financial Services Administrator apprenticeship standard.

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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:

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.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

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
Customer care skills
Problem solving skills
Team working
Initiative
Enthusiastic
Punctual

About this company

Family run mortgage brokers arranging mortgages and insurance for clients both face to face and remotely. Blue Moon has been established for 20 years so we have a broad range of long term clients and new enquiries ranging from landlord investors to first time buyers. We operate the secure transmission of confidential documents.

http://www.bluemoon.co.uk (opens in new tab)

After this apprenticeship

The right candidate will successfully complete their Apprenticeship in a permanent position and then decide their next step, whether that is to further their career as a Financial Services Administrator or whether to move into Financial Advice as a Mortgage Adviser. Alternatively, there is the facility to go down the Estate Agency route with our sister company, Bywater Herring. As a small family run business, there is considerable opportunity for growth.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000284998.

Apply now

Closes in 8 days (Friday 29 November at 11:59pm)

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