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Apprentice Mortgage Administrator Haworths Financial Services Limited

This vacancy is for an Apprentice Mortgage Administrator based in Accrington, Lancashire. The successful applicant will have the opportunity to undertake valuable work experience whilst gaining on the job qualifications.

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Closing date: 26 Nov 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

    Days and shifts to be confirmed.

    Total hours per week: 37.00

  • Expected duration

    18 months

  • Possible start date

    06 Dec 2021

  • Date posted

    19 Jul 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

The general administration duties within this role may include:

  • Inputting of mortgage applications
  • Sending packaging requirements to the lender after application has been submitted
  • Creating tasks, records, and reminders on IO
  • Ensuring all documents are scanned to the activity, prior to and post offer
  • Creating files in the relevant colour for the consultant and ensuring that documents are divided and labelled where a paper file is requested
  • Creating invoices where applicable
  • Ensuring MI is up to date on relevant spreadsheets
  • Sending out of re-broke letters to clients
  • Ensuring that files are compliant post completion
  • Chasing lenders where required, and providing updates to clients
  • Liaising with clients, advisers, and lenders
  • Taking phone calls
  • Sending and receiving e-mails
  • 12 months previous experience in Mortgages/Financial Services role
  • Good foundation knowledge of advice process and products
  • IT competent with knowledge of Intelligent Office an advantage
  • Filing
  • Photocopying
  • Data input
  • Any other general admin duties and ad-hoc duties as defined by management

Requirements and prospects

Desired skills

  • Good communication skills – both verbal and written
  • Good timekeeping skills and attendance
  • Good foundation knowledge of advice process and products
  • IT competent with knowledge of Intelligent Office an advantage

Personal qualities

The ability to work as an individual as well as part of a team and be respectful to team members at all times.

Be able to use their own initiative.

Desired qualifications

A minimum of three GCSEs at grades C/4 or above (or equivalent) including English or prior experience in business or administration role (or equivalent).

Future prospects

The opportunities in the world of business are endless. Many apprentices start in business administration, customer service or accountancy, which are great steppingstones into lots of exciting careers.

You can go on to specialise in a particular field and into management. You will find people who started in administration working in all professional areas and at all levels. If you are good at IT, have good attention for detail and enjoy working with others then a Business Apprenticeship could give your career a great start.

Things to consider

Please do not contact the company directly.

Please note:

We reserve the right to close any vacancies from further applications when we have received a suitable number of applications from which to make a shortlist.

Please ensure you apply ASAP if you wish to be considered for this role.

About the employer

At Haworths, we provide tailored, plain speaking, professional financial advice. We pride ourselves on the personal nature of our service.

Our commitment towards providing our clients with excellent service and always going the extra mile is demonstrated in our excellent client retention, with many clients remaining with us throughout their lives.


Haworths Financial Services Limited


Suite 7



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Training provider


Applications for this apprenticeship are being processed by Training 2000 Ltd


Amy Brierley 01254 54659

Level 3 Business Administrator apprenticeship standard, which includes:

  • Level 2 Functional Skills in maths and English (if required)
  • End-Point Assessment (EPA)
  • BTEC Level 3 Diploma in Business Administration, QCF
  • Employee Rights and Responsibilities (ERR)
  • Personal Learning and Thinking Skills (PLTS)

Apprenticeship standard

Business administrator

Level 3 (A level)

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