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Business Administrator Apprentice Toni Cressey Mortgage Advisers

Toni Cressey Mortgage Advisers are looking to recruit an enthusiastic and dedicated individual to join their team. In this role, you will be providing administrative support for the mortgage advisors as well as offering first class customer service to clients. You will be trained and developed by a friendly and experienced team.

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Closing date: 26 Jun 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Mon-Fri 8:45am-5:15pm, Saturday 8:45am-2:15pm (shifts tbc on a rota basis)

    Total hours per week: 38.5

  • Expected duration

    18 Months

  • Possible start date

    01 Jul 2022

  • Date posted

    02 Jun 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

·        Providing support to mortgage advisers including assisting in completing necessary paperwork, keying applications online, uploading document to the lenders

·        To deal with client’s telephone and email enquiries.

·        Create and maintain filing systems / client files.

·        Arrange and book appointments for clients.

·        Update clients with their mortgage application progress

·        Liaising with mortgage lenders, estate agents and Solicitors as and when necessary, for updates

·        General Office duties including photocopying, filing, and scanning.

·        Always comply with the firm’s Compliance, i.e. Anti-Money Laundering, Complaints Procedure, Whistle Blowing, Data Security, Vulnerable Clients face to face sales process, anti-bribery, Fraud, conflicts of interest etc

·        To ensure that the firm’s clients are always treated fairly.

·        Attend training sessions and to develop relevant knowledge and skills.

·        Sorting and distributing incoming post and organising and sending outgoing post.

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

  • Level 3 Business Administrator Standard
  • A bespoke programme of technical and vocational training
  • Functional skills in Maths and English*if applicable

The successful candidate will be assigned a dedicated work based trainer who will provide support and guidance throughout the course

What is the expected career progression after this apprenticeship?

Possible permanent contract upon successful completion of the Apprenticeship and further enhanced industry-based training

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Organisation skills, Customer care skills, Presentation skills, Administrative skills, Logical, Team working, Initiative, Patience


GCSE or equivalent English (Grade Grade 4/C) Essential
GCSE or equivalent Maths (Grade Grade 4/C) Essential

Things to consider

Prior to applying please ensure you are able to get to and from this workplace within the operating hours Please be aware as the first part of the process you will be asked to complete a Learner Form and online assessments in English and Maths. You will receive one to one Information, Advice and Guidance with one of the Learner Engagement Team.

About the employer

Toni Cressey mortgage advisers offer First Class Independent Mortgage Advice on all types of mortgages. The business is able to compare all mortgage, re-mortgage products available for their clients, and give the best advice on which is the most suitable for their individual circumstances. Based in Grimsby, Toni Cressey Mortgage Advisers can provide consultations at their office with the majority of their clients residing in Grimsby and surrounding areas.


Toni Cressey Mortgage Advisers


300 Station Road

New Waltham


DN36 4QR

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Training provider



Emma Traves

07827 081 754

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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