Mortgage and Investment Administrator Apprentice ARCHERS FINANCIAL SERVICES LIMITED

A fantastic opportunity to become a Mortgage & Investment Administrator at a leading provider of professional and independent financial advice in North London.

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Closing date: 24 Jul 2024

Apprenticeship summary

  • Annual wage


    £15,000 to £17,000 depending on applicant and experience

  • Working week

    Monday to Friday, 9.15am to 5.15pm

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    02 Sep 2024

  • Date posted

    26 Jun 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • Mortgage administration
  • Investment research
  • General office adminstration
  • Answering the telephone
  • Speaking to mortgage lenders and clients
  • Inputting data
  • Scanning

The training you will be getting

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

·        A broad understanding of the financial services sector

·        An understanding of the role of the appropriate regulatory bodies

·        The importance of relationship building with clients and colleagues

·        Understanding of processes and procedures relevant to the role

·        How to develop commercial awareness

·        Building skills and capabilities within an organisation

Professional Qualifications:

·        CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)

·        Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.


Standard information;

Professional qualifications within this apprenticeship are listed below – one of:

UK financial services, regulation & ethics (CF1) – Chartered Insurance Institute (CII) CII Certificate in Insurance - Chartered Insurance Institute (CII) UK financial regulation (UKFR) – The London Institute of Banking & Finance (LIBF) - Financial Services regulation and Ethics - Chartered Bankers Institute (CB)

Introduction to Securities and Investment; UK financial regulation; Administration of settlements and investments – Chartered Institute for Securities and Investments (CISI)

In addition, the role may require completion of an exam specific to the line of business worked in eg Life, Pensions, General Insurance, Investments, Long Term Care. These are typically provided by the CII, LIBF and CISI.

Alternatively where employers feel that there is evidence of higher academic aptitude, the apprentice could opt for a more demanding higher level qualification that would enable fast tracking through the progression routes available on completion of this apprenticeship.

Financial services, regulation and ethics (RO1) – CII Financial services, regulation and ethics (FSRE) The London Institute of Banking & Finance (LIBF).

What to expect at the end of your apprenticeship

Successful completion of this apprenticeship may lead to opportunities to further develop with other apprenticeship programmes and qualifications.

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working, Smart presentation, Willing to learn new things, Good telephone manner


GCSE or equivalent 5 subjects including maths and english (Grade 4 or above) Essential

About the employer

Archers Financial Services was established in 1991 and is today a leading provider of professional and independent financial advice in North London. We deal with all aspects of financial planning with a particular emphasis on the mortgage, life assurance, pension and investment markets.







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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


Mark Fenwick

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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