Apprentice Mortgage Administrator 3i Financial Services

This is a really exciting opportunity to begin your career in Mortgage Administration! We are looking for an organised, enthusiastic team player to join our team in Derbyshire. Arranging meetings with clients, diary management, dealing with incoming correspondence from clients, lenders, partners.

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Closing date: 30 Jun 2023

Apprenticeship summary

  • Annual wage


    £5.50 per hour

  • Working week

    09:30 - 17:00 with 30-minutes lunch, working days TBC

    Total hours per week: 35.0

  • Expected duration

    15 Months

  • Possible start date

    03 Jul 2023

  • Date posted

    03 Apr 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

The successful candidate will be responsible for, but not limited to:

  • Keying in mortgage applications on behalf of the adviser
  • Reviewing, updating tracking and monitoring of each processing stage in line with our internal processes
  • Provide key facts illustrations along with other documentation to clients and other stakeholders as required
  • Dealing with incoming correspondence from clients, lenders, partners
  • Ensuring acceptance of terms and mortgage offers are received promptly and checking against application data and/or KFI
  • Analysing customer applications and making recommendations
  • Self processing AIPs and Apps
  • Dealing with incoming correspondence from clients, lenders, partners

As the company is expanding we are looking to free up more time for our brokers. In the role you will be expected to do the following:

  • Processing mortgage business to ensure that all standards are achieved professionally and compliantly
  • Submission of business
  • Arranging meetings with clients, diary management
  • Overseeing the sales and compliance
  • Working closely with the Brokers
  • Point of contact for lenders, solicitors and also the clients

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

Mortgage Adviser Level 3 Apprenticeship Standard:

  • Fully and part funded learning and development programme that includes the CertCII
    (MP) Certificate in Mortgage Advice, which includes
    • CF1 Financial Services, Regulation & Ethics
    • CF6 Mortgage Advice
  • Develop the knowledge, skills and behaviours of successful Mortgage Advisers
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 & CF6 study books and exam entry
  • Fortnightly workshops for the CII exams from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

What is the expected career progression after this apprenticeship?

  • For the right candidate there is potential progression to a Mortgage Administator role within 3i Financial Services

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Customer care skills, Presentation skills, Administrative skills, Motivated, Microsoft Office, Telephone Skills, Maturity


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

Things to consider

There is the possibility of Remote Working within this role. We would aim towards a Hybrid position of 2/3 days in the office once trained. This would initially be a office-based position for the duration of training.

About the employer

Our aim is to help prospective clients achieve their mortgage and protection needs. We believe our approach is straightforward and this is achieved by getting to know what your current mortgage and protection requirements are and making a recommendation that is specific to your requirements with the aim of ensuring that the mortgage or protection policies we advise on are suitable for your specific individual circumstances.


3i Financial Services


Partrap House

Derby Road, Hilton


DE65 5FP

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Training provider



Paige Waistell

0333 358 3559

Apprenticeship standard

Mortgage adviser

Level 3 (A level)

Before you apply

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