Financial Services Apprentice BELIEVE MONEY GROUP LIMITED

This is an exciting opportunity to join a thriving business as a Level 2 Financial Services Apprentice. You should submit your application if you would like to earn as you learn and get your foot in the door of the finance industry. Duties include: scanning & copying documents, distributing inbound post, scanning in post & uploading to our CRM system.

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Closing date: 26 Apr 2024

Apprenticeship summary

  • Annual wage


    Cash Plan with Westfield Health Access to Free Therapy sessions Free Tea/Coffee facilities Fresh fruit delivered weekly Parking End of Quarter Events and incentives Progression opportunities

  • Working week

    Monday to Thursday 9am-5.30pm Friday 9am-3pm

    Total hours per week: 40.0

  • Expected duration

    18 Months

  • Possible start date

    29 Apr 2024

  • Date posted

    19 Mar 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day


  • Scanning & copying documents
  • Distributing inbound post
  • Scanning in post & uploading to our CRM system
  • Calling third party lenders to chase outstanding information
  • Booking & chasing valuation reports
  • Scanning & shredding old files
  • Preparing outbound post
  • Keeping the valuation log fully up to date.

The training you will be getting

You will work towards your:

  • Financial Services Level 3 Apprenticeship.
  • Certificate in Insurance (Cert CII).
  • Level 2 Functional Skills in English and Maths (if required).

Training will be via Davies, virtually. 6 hours per week off the job training.

What to expect at the end of your apprenticeship

Upon completion of the apprenticeship you may be offered the position of Trainee Second Charge Case Manager.

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Organisation skills, Team working


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

About the employer

Believe Money is a leading finance broker in the UK on a mission to help our clients find the best possible loans, mortgages and credit solutions for their needs. As a broker and not a lender, we focus fully on our clients, recommending various borrowing options that improve their financial futures – not impede them. Established in 2017, our dedicated brokers have decades of combined experience, and Believe Money quickly became one of the UK’s most reputable finance brokers. Our primary purpose isn’t to sell but to advise. Whatever your circumstances are, we make it our mission to help unlock financial opportunities.




1 Wellington Road North



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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


John Paton

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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