Apprentice Mortgage Administrator

IMPARTIAL FINANCIAL MANAGEMENT LTD

WESTBURY (BA13 3PE)

Closes on Friday 1 August 2025

Posted on 23 June 2025

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Contents

Summary

A very exciting opportunity for this dynamic mortgage company who are looking for a Mortgage Administrator supporting the day-to-day operations of a mortgage brokerage by managing administrative tasks and ensuring smooth processing of mortgage applications.

Wage

Competitive

Competitive wage offered

Check minimum wage rates (opens in new tab)

Pay will be in line with qualifications and experience.

Training course
Financial services administrator (level 3)
Hours
Shifts to be confirmed

30 hours a week

Start date

Monday 4 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

  • Supporting day-to-day operations of a mortgage brokerage
  • Managing administrative tasks and ensuring smooth processing of mortgage applications
  • Maintaining and organising client files
  • Coordinating communication between brokers and clients
  • Preparing documentation, scheduling appointments, and handling enquiries

Key Responsibilities:

  • Maintain and update client records and application files
  • Coordinate documentation and communication between clients, lenders and mortgage brokers
  • Schedule meetings, appointments, and follow-up tasks
  • Prepare and review mortgage application documents for accuracy
  • Handle client inquiries and provide timely responses
  • Assist with office administrative duties as needed

Where you'll work

24 WARMINSTER ROAD
WESTBURY
BA13 3PE

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

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 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
  • IT skills
  • Attention to detail
  • Organisation skills
  • Administrative skills
  • Team working
  • Initiative
  • Proactive
  • Multitasking
  • Office software including CRM

Other requirements

The most important quality is empathy and good command of the English language both verbal and written.

About this company

At Impartial Financial we are a family-owned mortgage brokerage dedicated to guiding our clients through the home financing process with personalized service and care. With years of experience in the industry, our close-knit team brings a personal touch to every transaction, ensuring that their unique needs and goals are met.

After this apprenticeship

  • The sky is the limit for the right candidate
  • There will be many opportunities to progress, and we encourage our apprentices in their development
  • Full training will be provided

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000327622.

Apply now

Closes on Friday 1 August 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.