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Financial Services Administrator Apprentice Ipswich Mortgage Centre

An exciting opportunity for you to work in a large Mortgage Centre office as part of a team who are very close-knit. We have strength in numbers and a great pool of shared knowledge, all of which enables us to provide our clients with a high level of service and expertise and you with skills and expertise to achieve.

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Closing date: 24 Aug 2022

Apprenticeship summary

  • Annual wage


  • Working week

    9.00am – 5.00pm Monday to Friday (1 hour unpaid lunch)

    Total hours per week: 35.0

  • Expected duration

    15 Months

  • Possible start date

    12 Sep 2022

  • Date posted

    02 Aug 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    2 available

What will the apprentice be doing?

You will learn how to administer a mortgage through the submission process, gaining customer service skills, finance administration skills and a thorough understanding of the mortgage industry.

Duties and responsibilities will include:

Responsible for answering customer & lenders queries.

Answering incoming calls from new and existing customers, conveyancers and lenders.

Supporting with daily administration tasks such as uploading documents to lenders, checking documents and phoning lenders and conveyancers for updates on cases.

Liaising with customers to obtain documents, uploading documents, checking documents against information provided on the system, certify documents.

Supporting other business areas as required.

Update CRM including client files

Responsibility for appointment booking

Close liaison will all team members to ensure all business processes run smoothly and effectively.

Troubleshooting and problem solving when relevant.

Completion of any other administrative tasks that fall within the team to include post management, scanning and indexing, servicing event management

Understanding and adhering to the company’s compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training.

Entering mortgage applications using information from CRM system

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

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation, knowledge, skills, experience and competencies achieved as part of an introduction to the industry and which will be transferable across a number of career paths including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.

Key Learning Outcomes:

• Achieve a broad understanding of the structure of the Financial Services market.

• An understanding of the Financial Services regulatory framework, products & systems.

• Learn the importance of relationship building with clients and colleagues.

• Understanding of processes and procedures relevant to the role.

• Development of commercial awareness.

• Building skills and capabilities within a successful and reputable organisation.

Professional Qualifications:

CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)

Completion of one of the above Qualifications will provide a solid foundation for the learner and can lead on to progression to study in other areas.

To help prepare the Apprentice for the professional qualification, they are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

What is the expected career progression after this apprenticeship?

This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience


GCSE or equivalent Maths and English (Grade C/4 (or equivalent)) Essential
A Level or equivalent subjects relevant to the role (Grade A - C) Desired

Things to consider

Please note you may be asked to complete suitability assessments as part of the recruitment process. Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria. Your application may be shared with training providers and employers

About the employer

Our office in Ipswich boasts a fantastic location on St. Nicholas Street – one of the most iconic streets in the historic town centre. Coupled with this, we have a great clientele, drawing from all backgrounds and stages in their life, but all looking to find the right deal on their mortgage. Our aim is to provide a personal service, one that listens to your needs and finds the right solution to meet them.


Ipswich Mortgage Centre


10-12 St. Nicholas Court




Georgia Marlow

07540 716312

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Training provider


Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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