Apprentice Support Administrator
CLS MONEY LTD
Essex (SS6 7XF)
Closes in 28 days (Friday 15 May 2026 at 11:59pm)
Posted on 16 April 2026
Contents
Summary
A fantastic opportunity to join a company that places values at the core of everything we do. We are passionate about building a deep routed TEAM culture where we learn, develop, and grow. Working alongside a fast-paced sales and admin team in a growing company with exciting opportunities to grow, develop and progress within the business.
- Wage
-
£16,510 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
8.45am to 5.30pm. 5 days per week, working days TBC.
38 hours 27 minutes a week
- Start date
-
Monday 18 May 2026
- Duration
-
1 year
- Positions available
-
2
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
Administrative duties including but not limited to:
- Scanning and photocopying
- Answering inbound calls
- Calling lenders/clients/providers to discuss updates on client's cases
- Checking client's documents and uploading to lenders portals
- Assisting brokers with administrative duties
- Requesting documents from clients
Where you'll work
The Old Warehouse
18 Sirdar Road
Rayleigh
Essex
SS6 7XF
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.
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
Requirements
Essential qualifications
GCSE in:
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- Team working
- Enthusiastic
- Positive attitude
- Punctual
Other requirements
Required to work 1 Saturday per month on a rota basis - 9.30am - 1.30pm.
About this employer
Straight Talking Mortgage Advice. We're passionate about helping people secure the best mortgage regardless of their circumstance. At CLS we provide an exceptional customer experience by developing and inspiring our people. Our Company Values are at the core of everything we stand for, which is why it is so important to us that you are aligned to them from the start of your journey here at CLS. We are passionate about building a deep routed TEAM culture where we learn, develop, and grow so that we can continue to innovate and deliver simple yet exceptional experiences for our employees and our clients.
After this apprenticeship
We're very passionate about employing within the company and there will be multiple opportunities available for growth, development and progression.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000026436.
Apply now
Closes in 28 days (Friday 15 May 2026 at 11:59pm)