Apprentice Financial Services Administrator

Mortgage Required

MAIDENHEAD (SL6 4AQ)

Closes in 29 days (Friday 30 May 2025 at 11:59pm)

Posted on 30 April 2025

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Summary

We are looking to recruit a bright enthusiastic person to join our team of busy mortgage advisors and train as a mortgage administrator through the apprenticeship. After the apprenticeship, assuming sufficient progress in the role has been made, the candidate will be invited to join the team permanently and train and qualify as a Mortgage Advisor.

Wage

£21,000 a year

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Training course
Financial services administrator (level 3)
Hours
Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pm

42 hours a week

Start date

Monday 2 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

Administrators will assist the Mortgage Advisors with their clients by:

  • Administering mortgages to offer stage
  • Selling Home Insurance
  • Keeping clients, solicitors and estate agents up to date with progress of applications
  • Establishing and maintaining relationships with Estate Agency introducers
  • Researching mortgage facilities and placing cases with lenders
  • Eventually moving on to telephoning warm leads and making appointments

Where you’ll work

5 BATH ROAD
MAIDENHEAD
SL6 4AQ

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

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

Requirements

Essential qualifications

GCSE in:

  • 5 passes in total (including English & maths) (grade 4/C or above)

A Level in:

  • 2 passes (grade C 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
  • Attention to detail
  • Team working
  • Initiative
  • Enthusiastic
  • Personable
  • Motivated

Other requirements

Applicants should be able to travel independently to work

About this company

Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers. Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.

After this apprenticeship

  • Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000317960.

Apply now

Closes in 29 days (Friday 30 May 2025 at 11:59pm)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.