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Business Administration Apprenticeship Mortgage Advice Centre

Working with Financial Advisers to assist them with all aspects of mortgage and protection business in a compliant and efficient manner.

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Closing date: 30 Sep 2021

Apprenticeship summary

  • Weekly wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday to Friday 9.00am - 5.00pm

    Total hours per week: 37.50

  • Expected duration

    15 months

  • Possible start date

    10 Oct 2021

  • Date posted

    14 Jun 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

About the role.

Working with Financial Advisers to assist them with all aspects of mortgage and protection business in a compliant and efficient manner.

You will be responsible for supporting advisers and representing the company in a professional manner.

Daily Duties:

  • Enter client data accurately into company database records
  • Write suitability reports using the company’s preferred report writing software
  • Work with Financial Advisers to ensure all compliance paperwork is in order
  • General office duties
  • Dealing with Letters of Authority for pensions

Requirements and prospects

Desired skills

  • A confident and professional telephone manner
  • Clear and concise communication skills, both verbally and in writing
  • Organised and a strong attention to detail
  • Accurate data entry skills
  • Good report writing and IT skills
  • Maintain a high standard of work
  • Ability to work independently and in a team
  • An interest in Mortgages / Financial Services

Personal qualities

  • Honest
  • Reliable
  • Hardworking
  • Confident 
  • Outgoing
  • Professional
  • Organised
  • Attention to detai

Desired qualifications

Minimum of 3 GCSEs (or equivalent), including English and maths.

Future prospects

  • Possibility of a permanent position upon successful completion of the apprenticeship

Things to consider

Please do not contact the company directly and only apply through this advert.

About the employer

We help first time buyers, home movers, buy-to-let landlords, business owners, savers and those looking to remortgage.

Our ultimate goal is to guide through the financial planning process with complete financial peace of mind. We aim to make everything simple and straightforward with an open, honest and transparent approach.

So whether you’re looking for mortgages and financial planning, investments, savings, retirement planning or insurance products, we’re sure to be able to help!


Mortgage Advice Centre



West Auckland Road



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Training provider


Applications for this apprenticeship are being processed by Itec North East Limited


Kirsty Haden-Collier 07881 377824

  • Level 3 Business Administrator standard
  • Functional Skills if required

Via your ITEC tutor and on-the-job training, you'll get the opportunity to learn:

  • IT
  • Record and document production
  • Decision making
  • Interpersonal skills
  • Communications
  • Quality
  • Planning and organisation
  • Project management
  • Relevant regulation
  • Policies
  • Business fundamentals
  • Processes
  • External environment factors

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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