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Business Administration Apprentice - Mortgage Advisors ACTIVE FINANCIAL LIMITED

We're seeking an outgoing, energetic apprentice to develop in a customer service and business administrator role to provide support to our clients, mortgage advisers and our management team.

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Closing date: 20 Aug 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday-Friday 0900 -1730

    Total hours per week: 35.7

  • Expected duration

    18 Months

  • Possible start date

    21 Aug 2022

  • Date posted

    21 Jul 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

You'll follow up with clients and manage appointments, jump on the inbound calls, do a little light selling (training is provided) and help our management team maintain relationships with the firms who refer their clients to us daily. All the while keeping our records and systems up to date.

Active advisers are based from home throughout the UK (though we're soon adding a team to our Chelmsford head office) and from our head office, we help our advisers do what they do best - speak to clients and advise on mortgages, insurance and wills.

Day-to-day Tasks

Support our advisers through client engagement and diary management
Acknowledge and answer queries from clients across multiple mediums, including phone, email, text and WhatsApp
Engage with clients and identify upselling opportunities
Chase client payments where appropriate or as requested
General administrative duties

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

Full Level 3 Business Administrator Apprenticeship standard
Functional skills if needed
Training in workplace, 20% off the job training

What is the expected career progression after this apprenticeship?

Progression in the role over the next 12 to 24 months is guaranteed as we are a growing and thriving mortgage and insurance brokerage.


Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Customer care skills, Administrative skills, Team working


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

About the employer

Active Mortgage are mortgage advisers & experts when it comes to securing finance for directors & entrepreneurs.




Buckingham Court



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Training provider




01702 782001

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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