Customer Service Apprentice A Financial

The team at aFinancial are experts at handling cases by phone, post and email. We have local offices in London, Birmingham and now Oxford for that personal touch. Some of the duties that you will carry out will be dealing with customer enquires via email and telephone and updating systems. This is a GREAT opportunity - Apply now!

Sign in to apply

Closing date: 30 Sep 2023

Apprenticeship summary

  • Annual wage


    £5.5ph increases to £9.50ph or more once you have completed probation. Efficiency, efficacy, and service are all rewarded. Your exceptional work is regularly rewarded through incentives and employee perks, and you will receive a bonus

  • Working week

    Flexible hours are available on request, and we do not have a set start and finish time, so you can avoid traffic by coming in early or later in the day as your preference. Total hours per week: 37.5

    Total hours per week: 37.5

  • Expected duration

    12 Months

  • Possible start date

    01 Oct 2023

  • Date posted

    08 Aug 2023

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    2 available

What will the apprentice be doing?

Working within Customer Services at aFinancial, you will be responsible for

  • Providing high-quality service to clients who are looking to buy or refinance their properties
  • You will liaise with banks, estate agents, insurance providers, and other third parties to ensure the smooth and timely completion of each mortgage application
  • You will also manage your own client bank and follow up with them throughout the 4–8-week cycle
  • Updating systems 

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

  • 12-Month qualification (12 months and 3 months EPA) 
  • Functional Skills maths and English if required
  • You will complete all training at the employer's premises
  • You will be assigned a 1 to 1 coach that will visit you at the employers premises every 4-6 weeks
  • You will attend face to face sessions with your coach as well as attending virtual meetings through Microsoft teams for further training sessions

What is the expected career progression after this apprenticeship?

  • Full time opportunity available on completion of apprenticeship

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Logical, Initiative


GCSE or equivalent English (Grade C/4 or FS level 2) Desired
GCSE or equivalent Maths (Grade C/4 or FS level 2) Desired

Things to consider

You will also get free access to Spotify and a local gym once you have completed probation. You are offered the opportunity to complete CeMAP. CeMAP is a level 3 credential listed in the Regulated Qualifications Framework with Ofqual (RQF). It is a recognised qualification that satisfies the FCA examination requirements for giving advice on mortgage products. Once finished, you have the potential of making up to £50,000 per year.

About the employer

David and Tala have worked together since 2004. We both joined HSBC around the same time and have worked together ever since. In 2008, we were made redundant and decided to set up our own firm. Since 2008, aFinancial have become one of the busiest firms in Openwork. Our client base and the team have grown with our success which is built on treating our customers fairly. Many of our new customers today, now come from existing client referrals which are a testament to our approach. We now have a team of advisers and administrators working with us and growing every year.


A Financial





B15 1TH

You must have JavaScript enabled to view a map of the location


Training provider



Thomas Ruston


Apprenticeship standard

Customer service practitioner

Level 2 (GCSE)

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.