Mortgage Financial Administration Apprenticeship Dupree Mortgage Services Ltd

Do you have an interest in the financial sector? Are you keen to progress in your career? Our client are offering an exciting opportunity to join their established team to provide financial administration support to their team of mortgage advisors.

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Closing date: 10 Sep 2017

Apprenticeship summary

  • Weekly wage


    Wages explained

    The current National Minimum Wage for an apprentice is £3.50 an hour. This rate applies to apprentices under 19 and those aged 19 or over who are in their first year.
    Apprentices must be paid at least the minimum wage rate for their age if they are aged 19 or over and have completed their first year.
    The minimum wage rates are £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

    Monday - Friday. 8:30 - 5:30

    Total hours per week: 40.00

  • Apprenticeship duration

    12 months

  • Possible start date

    18 Sep 2017

  • Date posted

    27 Oct 2016

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

Our client receive 400-500 mortgage enquiries per week and are looking for their apprentice to complete the following duties:

  • Dealing with new mortgage enquiries and supporting team of financial advisors 
  • Liaising with clients and maintaining contact
  • Processing mortgage applications for immediate and future purchases
  • Scanning important documentation
  • Taking & making telephone calls to clients, large companies & introducers
  • Obtaining detailed information from clients
  • Maintaining client and policy records through the client management system and associated IT solutions

Requirements and prospects

Desired skills

Good IT skills, good communication skills

Personal qualities

Good attention to detail

Qualifications required

A* - C in GCSE English and Maths or equivalent.

Future prospects

Opportunities to initially work towards financial services/paraplanning qualification and then progress career in Mortgage advice.

About the employer

Financial Advisory practice which specialises in mortgages & insurance. As professional Independent Financial Advisers we have access to the full range of products and services available in the UK. We are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning. Our range of products and services covers: - Personal & Business Financial Planning - Personal & Business Insurances - Mortgages - Retirement Planning - Savings & Investments - Wealth Preservation/Tax Planning


Dupree Mortgage Services Ltd


Brunel Way

Stroudwater Business Park


GL10 3SX

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Training provider

  • Working towards PFS Mortgage Administration qualification.
  • Company will provide in depth, on the job training across all areas.
  • You will work towards NVQ, ERR + FS if required on a workplace based learning program
  • You will also get a good understanding of the role by working closely alongside the financial advisers and administration team within our firm.

Apprenticeship framework

Providing Financial Services

Training provider


Applications for this apprenticeship are being processed by Babington Business College Ltd


Matthew Singlehurst 01332 345 450

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.

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Closing date: 10 Sep 2017