Business Administration Apprentice - Finance Brokers
WHARF FINANCIAL SERVICES LTD
LEIGH ON SEA (SS9 1RE)
Closes in 27 days (Sunday 22 June 2025 at 11:59pm)
Posted on 22 May 2025
Contents
Summary
Wharf Financial is a leading specialist property finance brokerage, helping investors, developers, and businesses secure the right funding solutions to support their property ambitions. They are growing, and this is an exciting opportunity for a driven and enthusiastic individual to join their team as a Trainee Property Finance Broker.
- Wage
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£14,918.80 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Business administrator (level 3)
- Hours
-
Monday - Friday 09:00 - 17:00
37 hours 30 minutes a week
- Start date
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Monday 23 June 2025
- Duration
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1 year 6 months
- Positions available
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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
As a Trainee Property Finance Broker, you will learn how to assist clients in sourcing and securing the most suitable property finance solutions for their needs. This includes bridging loans, development finance, buy-to-let mortgages, commercial mortgages, and more.
You will receive hands-on training, mentorship, and support to build your technical knowledge, sales skills, and industry expertise.
Key Responsibilities:
- Support senior brokers in managing enquiries, gathering documentation, and preparing applications
- Communicate with clients to understand their funding needs and build relationships
- Research suitable finance products and present options to brokers and clients
- Liaise with lenders, solicitors, valuers, and other stakeholders throughout the process
- Maintain CRM records and ensure compliance with internal and FCA procedures
- Attend internal training and external events to develop industry knowledge
- Progress to managing your own caseload of clients under supervision
Where you'll work
177 PALL MALL
LEIGH ON SEA
SS9 1RE
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
CROWN VOCATIONAL TRAINING LIMITED
Your training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
- Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
- Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
- Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
- Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
- Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
- Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Your training plan
Business Administrator (level 3).
There are workshops that you will need to attend via Zoom.
You will have a Mentor for one-to-one teaching and learning.
In-house training will be given to support specifics of the role.
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
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
- Administrative skills
- Team working
- Initiative
- Strong interpersonal skills
- Organised
- Eagerness to learn
- Comfortable with phone contact
- Full UK Driving Licence
Other requirements
Full UK driving licence required for visiting clients or sites in future
About this company
Our team are experienced ex corporate bankers with a developed network in the UK lending market and the professional services sector. We are members of the National Association of Commercial Finance Brokers (NACFB) and have a customer-first ethos which has led to us building strong connections so that clients regularly return to us for help with their financing needs.
After this apprenticeship
Pathway to becoming a fully qualified broker after successful completion of apprenticeship.
Ask a question
The contact for this apprenticeship is:
CROWN VOCATIONAL TRAINING LIMITED
Katie
kbarton@crownvt.co.uk
01702411924
The reference code for this apprenticeship is VAC1000321953.
Apply now
Closes in 27 days (Sunday 22 June 2025 at 11:59pm)
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