Financial Services Administrator Apprentice

Summary

The main purpose of this role is to provide administrative support to ensure the smooth operation of mortgage applications and provide an outstanding customer service to all clients and to support our advisers. Benefits 28 days holiday (incl of Bank Holidays). Access to Employee Assistance Programme and in-person counselling. Birthday day off.

Annual wage: £12,480 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: 37.5 hours per week, 5 days a week, (Mon-Fri) + 1 weekend day per month.
37 hours a week
Possible start date: Monday 9 December
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

Delivering Administrative work to support key areas of the business
Build and maintain relationships with internal and external stakeholders whilst working pro-actively alongside them
Provide excellent customer service
Efficiently and accurately submit client information and documents to chosen Mortgage lender
Understanding lender systems and basic criteria to produce an accurate lending decision
Manage and research decline and maximum loan lending decisions.
Support the broker for them to find a solution for the client
Action any post-submission application amendments

Where you’ll work

Unit 7-8

Delta Bank Road, Metro Riverside Park

Gateshead

NE11 9DJ

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

SKILLS NORTH EAST LIMITED

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

You will attend our Traning Provider (Skills North East) Centre 1 day per week.

Requirements

Essential qualifications

GCSE in:

English (grade Grade 4 or higher)
Mathematics (grade Grade 4 or higher)

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
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

About this company

Beginning our journey back in September of 2011, Heron Financial are extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront the company is proud to be one of the leading Mortgage and Protection firms in the UK.

After this apprenticeship

Progression within the company.

Ask a question

The contact for this apprenticeship is:

SKILLS NORTH EAST LIMITED

Judith Hunter

judith@sne.org.uk

The reference code for this apprenticeship is VAC1000288012.

Apply now

Closes in 11 days (Tuesday 3 December at 11:59pm)

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