Financial Services Administrator Apprentice 3I Financial Services

Excellent opportunity to work in the financial services industry, with a company that provides mortgage and wealth management advice and services.

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Closing date: 25 Sep 2017

Apprenticeship summary

  • Weekly wage

    £151.88 - £264.38

    Wages explained

    The current National Minimum Wage rates are £4.05 an hour for 16 - 17 year olds, £5.60 an hour for 18 - 20 year olds and £7.05 for anyone aged 21 and over.
    Apprentices are paid for their normal working hours and training that’s part of their apprenticeship(usually one day per week).

  • Working week

    General Monday to Friday 9-5. Some Saturday working may be required

    Total hours per week: 37.50

  • Apprenticeship duration

    12 months

  • Possible start date

    28 Sep 2017

  • Date posted

    01 Sep 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

The role will be providing support to the mortgage team, Managing Director and Office Manager.

Exciting and fast paced working environment, with potential for progression within a growing company.

Ideally you will have some administrator experience but not essential.

Duties include:

Liaising with Mortgage Lenders:

  • Arranging BDM meetings
  • New business processing
  • Chase updates on existing cases

Prepare files pre sales and post sales ensuring files are compliant:

  • Suitability letters
  • Mortgage offer
  • Key facts illustrations
  • Application
  • Research
  • Fact find
  • Fee agreement
  • Due  diligence
  • Email or phone clients for weekly updates or chase outstanding info as required
  • Manage diaries
  • Liaison with Mortgage Brokers/Wealth Managers
  • Manage/ update back office systems
  • Preparation and storage of client files
  • Produce weekly business stats
  • Provide administration support to Mortgage Brokers/Wealth Managers
  • Social Media – implementing and executing a Social Media strategy into the business using social media platforms such as Facebook, LINKED IN, TWITTER

Requirements and prospects

Desired skills

  • Ideally you will have some administrator experience but not essential
  • Computer literate
  • Good telephone manner
  • Able to adapt to different situtations

Personal qualities

  • Team player
  • Motivated 
  • Enthusiastic

Qualifications required

  • Ideally a minimum 5 GCSEs C and above including Maths and English (or equivalents)

Future prospects

Full time employment with the potential progression to become a Paraplanner.

Things to consider

You will be learning about all aspects of Financial Services and learning new skills related to how businesses work. On the apprenticeship, there will be a good mixture of practical work and written work. Throughout the duration of your apprenticeship, you will be required to attend Derby College on a block release basis, the remainder of your training will be completed in the workplace.

About the employer

An independent consultancy service located in the city offering a range of services backed by knowledge, expertise and experience in Mortgage and insurance advice.


3I Financial Services



Wilson Street



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Training provider

  • Intermediate Apprenticeship in Business Administration

Apprenticeship framework

Business and Administration

Training provider


Applications for this apprenticeship are being processed by Derby College


Sam Cartlidge 01332387420

Before you apply

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Closing date: 25 Sep 2017