Financial Services Administration Apprentice

INTOUCH FINANCIAL ADVICE LIMITED

HEBBURN (NE31 2EQ)

Closes in 17 days (Wednesday 24 December 2025 at 11:59pm)

Posted on 3 December 2025

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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).

38 hours a week

Start date

Monday 2 February 2026

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 lender's policy
  • Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lender
  • Handling inbound and outbound 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 the offer stage
  • Reviewing documents received and checking that 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.

Training provider

SIMPLY ACADEMY LTD

Training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
  • Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
  • Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
  • Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
  • Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
  • Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
  • Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
  • Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
  • Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
  • Plan, organise and prioritise own tasks, managing time and resources effectively.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Apply current and developing sustainable principles and techniques relative to role.
  • Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
  • Work in line with organisational equity, diversity, and inclusion policies.
  • Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
  • Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
  • Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
  • Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
  • Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
  • Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
  • Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
  • Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
  • Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
  • Plan, organise and prioritise own tasks, managing time and resources effectively.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Apply current and developing sustainable principles and techniques relative to role.
  • Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
  • Work in line with organisational equity, diversity, and inclusion policies.

Training schedule

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)
  • 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)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted 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 it as attention to detail is very important and may affect the outcome of your application.

About this employer

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

The reference code for this apprenticeship is VAC2000003582.

Apply now

Closes in 17 days (Wednesday 24 December 2025 at 11:59pm)

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