Financial Services Administrator Apprentice / Mortgage Processor
BLUE HERON FINANCIAL SERVICES LIMITED
London (EC4N 6NP)
Closes on Friday 18 July 2025
Posted on 11 June 2025
Contents
Summary
A fantastic opportunity to join this well established, successful financial services company whom are looking for an apprentice, who has an interest in financial services. If you are someone who is keen to learn and join this dynamic team, this role is for you.
- Wage
-
£14,918.80 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, 9.30am - 5.30pm.
37 hours 30 minutes a week
- Start date
-
Monday 21 July 2025
- Duration
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1 year 3 months
- 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
This position will entail undertaking all administration tasks for the team including:
- Calling providers and following up anything outstanding
- Updating their spreadsheet with their updates
- Eventually updating the clients directly via email
- General administration tasks
Where you'll work
60 Cannon Street
London
EC4N 6NP
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)
Understanding apprenticeship levels (opens in new tab)
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 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. 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)
Or
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 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 or equivalent in:
5 subjects including maths and english (grade 4 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
- Organisation skills
- Team working
- Enthusiastic/eager to learn
- Time Management
About this company
Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey. You can access services such as mortgages, insurance policies for both your family.
Disability Confident
A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.
You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.
After this apprenticeship
The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Mark Fenwick
apprentice@simplyacademy.com
The reference code for this apprenticeship is VAC1000325572.
Apply now
Closes on Friday 18 July 2025
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