Mortgage Administrator Apprentice
APPROVED MORTGAGE SOLUTIONS LTD
Tyne and Wear (SR5 2TA)
Closes in 24 days (Friday 15 May 2026 at 11:59pm)
Posted on 21 April 2026
Contents
Summary
Approved Mortgage Solutions provides tailored mortgage and protection advice with a strong focus on compliance, professionalism, and long‑term client relationships. We deliver trusted, personal guidance throughout the home‑buying and remortgaging process.
- Wage
-
£14,560 to £23,132.20, depending on your age
National Minimum Wage
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am to 5pm.
35 hours a week
- Start date
-
Monday 25 May 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
- Providing administrative support to mortgage advisers, including case progression and document management
- Assisting with client fact‑finding, data input, and preparation of mortgage and protection applications
- Liaising with lenders, solicitors, estate agents, and other third parties to support cases through to completion
- Supporting compliance and record‑keeping in line with FCA requirements
- Handling client enquiries and providing professional updates throughout the process
- Learning how to research mortgage products and protection solutions under supervision
Where you'll work
Northeast Business and Innovation Centre
Wearfield Enterprise Park East Sunderland
Tyne and Wear
SR5 2TA
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
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
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Team working
- Eager to learn
- Ownership of responsibilities
- Multitasking skills
- Reliable and Punctual
- Self motivated
- Work well under pressure
Other requirements
Desirable GCSEs but not essential - ICT, Computer Science, Business Studies, Economics
No previous experience required, although any knowledge of the property industry would be advantageous
About this employer
An established and well respected mortgage brokerage
http://www.approvedmortgagesolutions.co.uk (opens in new tab)
After this apprenticeship
This role is the first step toward a genuinely rewarding career in mortgage and financial services. With dedication, support, and ongoing learning, you’ll have the opportunity to grow from a trainee role into a fully qualified mortgage adviser, trusted to guide clients through some of the most important financial decisions of their lives.
As your knowledge, qualifications, and confidence develop, so too will your responsibilities, client exposure, and career opportunities. You’ll build lasting professional relationships, develop specialist expertise in mortgages and protection, and play a meaningful role in the continued success of a respected, growing firm.
For the right individual, this is more than a training role; it’s the foundation of a long‑term career offering progression, purpose, and the opportunity to make a real difference for clients and colleagues alike.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000027228.
Apply now
Closes in 24 days (Friday 15 May 2026 at 11:59pm)