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Apprentice Administrator Deal Direct Financial Solutions Ltd

A chance to work with a financial services team with passion, quality, trust and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with lenders and clients.

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Closing date: 08 Feb 2023

Apprenticeship summary

  • Annual wage


    Wages to be reviewed throughout the apprenticeship and may be increased dependent on performance

  • Working week

    9:30am – 6:00pm Monday – Friday (½ hour unpaid lunch)

    Total hours per week: 40

  • Expected duration

    15 Months

  • Possible start date

    27 Feb 2023

  • Date posted

    22 Aug 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • Provide guidance & updates to clients & professional parties
  • Strengthening relationships with clients
  • Obtain basic fact-finding information
  • Ensure all documentation is requested correctly first time, managing expectations & submitting said documents to the lender
  • Reviewing documents & check they are compliant
  • Organisation to ensure that a number of cases are managed with accuracy
  • Ensure all mortgage cases are dealt with in accordance with lenders policy

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

Level 3 Financial Services Administrator apprenticeship standard.

Professional Qualifications:

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

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, Problem solving skills, Administrative skills, Logical, Team working, Initiative, Patience, Self Motivated


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

About the employer

We're a free, no-obligation service that will empower you to find the best Re-mortgage & protection products for your personal circumstances. We have the interactive tools, personalised expert advice and comprehensive resources you need to successfully navigate the Re-mortgage & protection marketplace. For all your financial decisions, Deal Direct can help you every step of the way.


Deal Direct Financial Solutions Ltd


Unit 2, 3500 Parkway



PO15 7AL


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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