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Customer Service Apprenticeship ACTIVE FINANCIAL LIMITED

This is an exciting opportunity to join our client who is an established brokerage as a Customer Service Representative. If you have a desire to join financial services, then this fantastic opportunity may be for you.

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Closing date: 30 Sep 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday between 9 am to 5 pm.

    Total hours per week: 37.5

  • Expected duration

    13 Months

  • Possible start date

    01 Oct 2022

  • Date posted

    22 Apr 2022

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Full training will be provided, and duties increased as experience grows. It is a busy role with main duties such as:

  • Answering incoming calls and emails
  • Dealing with incoming and outgoing post
  • Managing the company database and updating client notes (CRM)
  • Telephoning mortgage lenders, insurers, doctor’s surgeries, and clients
  • Scanning documents and general admin duties
  • Calling to book appointments
  • Maintaining exceptional client relationships

What training will the apprentice take and what qualification will the apprentice get at the end?

TheLightBulb will deliver the:

  • Level 2 Customer Service Practitioner Apprenticeship Standard
  • You will need to attend 4 workshops remotely via Zoom
  • You will complete Functional Skills if required
  • To include 20% off the job training
  • In-house training will be given to support the specifics of the role.

What is the expected career progression after this apprenticeship?

The possibility of a permanent position will be offered to the right candidate after successfully completing the apprenticeship.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Calm under pressure


GCSE or equivalent English (Grade 9-4) Essential
GCSE or equivalent Maths (Grade 9-4) Essential

Things to consider

Please check the location and ensure you can get to the workplace.

About the employer

Active Mortgage is an award-winning brokerage, owned and operated by Active Financial Limited. We specialise in mortgages for the self-employed and business owners. As experts in this area, we work closely with our clients to assist them in obtaining a mortgage and growing their portfolios. We have built a strategic process that gives our clients the best chance of getting the mortgage that suits them. We call it the ACTIVE framework, and it works time and time again.




Buckingham Court



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Training provider



Andrea Gregory


Apprenticeship standard

Customer service practitioner

Level 2 (GCSE)

Before you apply

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