Finance Advisor/Case Worker Apprenticeship FINANCE ADVICE CENTRE LTD

An exciting opportunity to immerse yourself in the world of mortgages and finance. You will be liaising with lenders and estate agents. Day to day you will support the Financial Advisors with the management of clients cases, resolving queries, ensuring all documents are in place for compliance by doctors and solicitors to ensure timely completion of applications.

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Closing date: 26 Jun 2023

Apprenticeship summary

  • Annual wage


    Pay will be reviewed periodically throughout the apprentice in line with progress and achievements.

  • Working week

    Monday - Friday, 9.00am - 5.00pm with half an hour paid lunch.

    Total hours per week: 40.0

  • Expected duration

    18 Months

  • Possible start date

    29 Jun 2023

  • Date posted

    11 Jan 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • Assist advisors in all aspects of the process of client case administration.
  • Requesting customer satisfaction survey completion by the clients on completion of their application.
  • Chase unpaid commission.
  • Complete post application checks.
  • Obtain compliance documentation from clients to support their applications.
  • Submit full mortgage and protection applications.
  • Obtain e-conveyancer/solicitor quotes.
  • Liaise with advisor and compliance department to complete any queries on compliance file reviews.

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

An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence. You will be expected to work towards the Business Administrator Level 3 Apprenticeship Standard, with support from your employer and the Chesterfield College Group.

As part of your apprenticeship, and dependent on your prior attainment, you may be required to complete maths and English Functional Skills which is an integral part of your apprenticeship. Upon successful completion you will be awarded additional certificates of recognition for these qualifications.

What is the expected career progression after this apprenticeship?

Upon successful completion of your apprentice there maybe the possibility to secure a full-time permanent employment contract for the right person.

Requirements and prospects

Desired skills and personal qualities

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


GCSE or equivalent English (Grade 3/D) Essential
GCSE or equivalent Maths (Grade 3/D) Essential

Things to consider

-The duties listed above are a brief overview of the wide variety of administrative tasks you will acquire during this apprenticeship. -A high regard for confidentiality and GDPR is a mandatory requirement in this role. -Free on site parking is available.

About the employer

Founded in 2014, Finance Advice Centre provide expert advice on Mortgages, Loans, Life Insurance, Critical Illness Cover, Income Protection & All Business Insurances. Honest & Practical Advice with 100% Customer Satisfaction Guaranteed. Advisors across the UK.







DE21 7SR

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Training provider



Olivia Roberts

01246 500500

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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