Financial Services Administration Apprentice

Summary

A chance to work with a financial services organisation with passion, quality, trust and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with lenders and clients.

Wage

£14,768 a year

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Training course

Financial services administrator (level 3)

Hours

Working 5 days over 7 and between the hours of 9am & 7pm (Shift Pattern to be confirmed).

37 hours 30 minutes a week

Start date

Friday 1 August 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

Assisting the Central Team in the process and submission of new mortgage applications
Ensure that all mortgage cases are dealt with in accordance with lenders policy
Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lender
Handling in-bound and out-bound calls to existing and new customers
Making appointments for an adviser to review and/or arrange new mortgage & protection products
Assist in mortgage applications to ensure they go to offer stage
Reviewing documents received and checking they are compliant
Support the organisation in implementing our core values

Where you'll work

6 BLUE SKY WAY
MONKTON BUSINESS PARK SOUTH
HEBBURN
NE31 2EQ

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)

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What you'll learn

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 Spprenticeship 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
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles

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:

CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 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
The apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role

Requirements

Essential qualifications

GCSE in:

English, Maths and 3 other subjects (grade 4/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

Team working
Trustworthy
Reliable
Enthusiastic
Punctual

Other requirements

Please ensure you check your application for spelling / grammar errors and correct them prior to submitting as attention to detail is very important and may affect the outcome of your application.

About this company

We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff. All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.

After this apprenticeship

This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000321037.

Apply now

Closes on Friday 27 June 2025

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.

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