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Mortgage Administration or Wealth Administration Apprentice FIRMITAS FINANCIAL SERVICES LIMITED

Are you looking to build a long-term career in Financial Services? Then look no further! Start your career today with a Level 3 Apprenticeship with Firmitas Financial Services Ltd & Propp Ltd and Kaplan. You will be gaining valuable workplace experience whilst working towards the Level 3 Financial Services Administrator qualification.

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Closing date: 31 May 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday, 9:00am to 5:00pm

    Total hours per week: 37.50

  • Expected duration

    18 months

  • Possible start date

    01 Jun 2022

  • Date posted

    11 Feb 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    2 available

You be an important member of the team providing administration support for the Mortgage Administration & Wealth Administration Departments. Every member of our team plays a key role in the customer journey, we have a tight knit youthful culture of teamwork and shared responsibility.

We want to reward and celebrate success and give people the opportunity to advance their careers for those willing to put in the energy and enthusiasm to achieve.

Job role will include the following duties:

  • Maintaining and adding data to the back-office IT system
  • Answering the telephone
  • Scanning, photocopying and verifying documents
  • Quality checking application forms and industry documents
  • Providing administrative support across the business
  • Chasing providers/lenders/solicitors for case updates
  • Answering and replying to emails

Any other administration or support as required Full Training will be given in order to complete the above duties to the best of your ability.

You’ll become an important team member providing valuable administration support. We are always looking to work with individuals trying to build a lasting career with these fast-growing businesses, progressing into either sales or managerial roles.

The successful candidate will be part of a team that exists to enable our clients achieve their financial planning goals. A positive mindset accompanied by a friendly demeanour is a core part of the company culture which the candidate will contribute towards.

Requirements and prospects

Desired skills

  • IT Literate
  • Attention to detail
  • Good communication skills & polite telephone manner
  • Great interpersonal skills

Personal qualities

  • Ambitious
  • Willing to listen and follow instruction
  • Friendly
  • Outgoing
  • Hard working
  • Eager to learn
  • Confident

Desired qualifications

  • 5 x GCSE’s (A*-C) or (9-4) or equivalent inc. maths and English
  • 3 x A Levels (A-C) or equivalent

Future prospects

If the apprentice proves to be successful during his/her apprenticeship, the learner can progress to permanent administrator, and there are various other departments across the company that the candidate can apply to if interested.

Examples of roles that junior employees have progressed to:

  • Team Leader / Manager
  • Sales Adviser – employed and self employed
  • Report Writer / Paraplanner

Things to consider

  • The office is busy but has great facilities to relax (Pool Table, Dart Board, Break out area with TV, Basketball
  • Court & Café
  • The company socialise regularly, at least quarterly

About the employer

Our Sister companies are both based in the same location, both are Financial Advice Intermediaries – Firmitas: Wealth management / pension / investment / mortgage / insurance advice We moved to the St. James’s Place network 3 years ago, we are now one of the fastest growing businesses in the FTSE100 network and already manage over £100m of client assets. Propp: The UK’s only price comparison website for Specialist Property Finance Provide lending for auctions, bridging, commercial and development loans and recognised as an exciting challenger fintech business





Barnes Wallis Road


PO15 5TT

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Training provider

Kaplan Financial

Applications for this apprenticeship are being processed by Kaplan


Olivia Cotterell

Training to be provided:

  • Level 3 Financial Services Administrator apprenticeship standard

This Apprenticeship includes a mandatory Professional Qualification listed below – one of:

  • UK financial services, regulation & ethics (CF1) – Chartered Insurance Institute (CII) 
  • UK financial regulation (UKFR) – The London Institute of Banking & Finance (LIBF)
  • Financial Services regulation and Ethics  - Chartered Bankers Institute (CB)
  • Introduction to Securities and Investment; UK financial regulation; Administration of settlements and investments – Chartered Institute for Securities and Investments (CISI)

The Apprenticeship standard sets out the essential Knowledge, Skills and Behaviours that somebody would need to demonstrate to be successful in this job role, this includes a good understanding of financial services products relevant to their role, developing effective relationships with customers, and showing drive and energy in their work even when challenges arise. Apprentices will need to show they are competent in all the areas detailed in the standard when they take End Point Assessment.

The Knowledge areas of the apprenticeship will be covered through completion of our dedicated training modules which have been mapped to the standard. The Skills and Behaviours are developed through practical experience gained in the job role, workplace training and mentoring, and the completion of a work-based project.

This standard puts the apprentice on the pathway towards completing further professional qualification papers with the CII, this could lead to the completion of qualifications such as the Certificate in Insurance, Certificate in Financial Services or a specialism apprenticeship (typically Level 3 or 4) depending on which paper is taken.

Apprenticeship standard

Financial services administrator

Level 3 (A level)

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