Apprentice Mortgage Services Administrator
WARREN & CO
Gloucester (GL3 3HU)
Closes in 27 days (Friday 28 August 2026 at 11:59pm)
Posted on 31 July 2026
Contents
Summary
Join a growing family-run business where your contribution genuinely matters. With the chance to build a long-term career in Mortgage administration.
You will receive dedicated 1-to-1 training and support to help you develop confidence, skills, and real industry experience.
- 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
-
Thursday 1 October 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 with day-to-day mortgage administration and client support
- Processing Mortgage documents accurately and efficiently
- Maintaining client records and ensuring information is kept up to date
- Supporting advisers and senior team members with administrative tasks
- Handling incoming calls, emails, and client enquiries in a professional manner
- Learning mortgage processes, systems, and compliance procedures
- Scheduling appointments and managing diaries where required
- Assisting with reports, data entry, and document preparation
Developing knowledge of mortgage products, services, and regulations - Working towards industry qualifications alongside practical on-the-job training
- Building strong communication and organisational skills within a professional office environment
- Contributing to a supportive team within a growing business with progression opportunities
Where you'll work
54 Dinglewell
Hucclecote
Gloucester
GL3 3HU
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
Professional Qualifications:
CeMAP1
Completion of CeMAP1 will provide a solid foundation for the learner and can lead 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:
A Level 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
- Initiative
- Eager to learn
- Positive attitude
- Professional attitude
About this employer
Established in 2000, Warren & Co is a team of experienced mortgage and financial advisors who offer friendly, easy-to-understand advice to Customers across the UK.
Being independent we work with a full range of UK mortgage providers and financial organisations, which allows us to find the most suitable lenders or providers for your situation.
Having worked in the industry for many years we have developed a strong reputation for offering excellent service whilst delivering excellent mortgage deals and financial services.
Trust, honesty and integrity are at the core of everything we do ensuring our customers know they are in a safe pair of hands when we are looking after their financial requirements.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
- Permanent post with progression opportunities available
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000045430.
Apply now
Closes in 27 days (Friday 28 August 2026 at 11:59pm)