Apprentice Mortgage Administrator
EBOR MORTGAGES LIMITED
York (YO26 6GA)
Closes in 30 days (Saturday 31 May 2025 at 11:59pm)
Posted on 29 April 2025
Contents
Summary
Kick-start your career in the mortgage industry with a growing company. Gain valuable skills, a recognised qualification, and real progression opportunities- potentially becoming a Mortgage Adviser in the future. Full support and training provided.
- Wage
-
£16,500 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Flexible. Monday to Friday, 8.00am - 5.00pm.
37 hours 30 minutes a week
- Start date
-
Monday 30 June 2025
- Duration
-
1 year
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
- Support mortgage advisers with administrative tasks
- Liaise with clients, lenders, and solicitors to gather and process documentation
- Input and maintain accurate client data on CRM systems
- Track mortgage applications from submission to completion
- Assist in preparing and reviewing mortgage and protection documents
- Handle client queries via phone, email, and in person
- Provide general office and clerical support to the wider team
- Learn and apply industry knowledge as part of apprenticeship training
Where you’ll work
5 Westfield House
Millfield Lane, Nether Poppleton
York
YO26 6GA
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SIMPLY ACADEMY LTD
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
- Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
- Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
- Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
- Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Your training plan
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
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.
Requirements
Essential qualifications
GCSE in:
- 5 passes in total (including English & maths) (grade 4/C or above)
A Level in:
- 2 subjects (grade D or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Customer care skills
- Team working
Other requirements
We are located approximately 2 miles from the city centre and there is one bus route. Whilst a full driving licence isn't essential, it would be a benefit to any prospective employee.
About this company
We are whole of market mortgage and protection advisers based in York. We offer advice to clients on their residential and Buy to Let mortgages. We also offer advice regarding life, critical illness insurance and income protection. We have been established since October 2020 and are an ambitious and growing firm.
After this apprenticeship
There is the potential to train & take further qualifications to progress to a Mortgage Adviser role.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000314794.
Apply now
Closes in 30 days (Saturday 31 May 2025 at 11:59pm)
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