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The administrator reports directly to a mortgage adviser and provides support with setting up mortgage cases and seeing these through to completion. The Administrator will provide administration support to the sales team, case managing files accurately within prescribed time-scales and focusing on achieving excellent customer service at all times.

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Closing date: 12 Dec 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - 9.30am -3.30pm Tuesday - 10.30am - 4.30pm Wednesday - 9.30 - 3.30pm Thursday - 9.30am - 3.30pm Friday - 9.30am - 3.30pm

    Total hours per week: 30

  • Expected duration

    18 Months

  • Possible start date

    09 Jan 2023

  • Date posted

    22 Sep 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising
  • Offering high levels of service to maintain customer satisfaction
  • Monitoring client emails, account management of repeat clients
  • Liaising with stakeholders of the business via phone and email effectively on a day to day basis, act as the first port of call for queries from clients, lenders, and conveyancers
  • General office administration duties such as filing, faxing, photocopying, and answering the telephone
  • Occasional finance administration duties
  • Support with marketing activities as required

What training will the apprentice take and what qualification will the apprentice get at the end?

  • Working towards completing Level 3 Business Administrator Apprenticeship Standard. Work based learning with monthly work shops at Hertford Regional College

What is the expected career progression after this apprenticeship?

  • There will be opportunities for progression and a permanent position subject to performance

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Organisation skills, Customer care skills, Team working


GCSE or equivalent English (Grade A*-C (9-4)) Essential
GCSE or equivalent Maths (Grade A*-C (9-4)) Essential

Things to consider

• Long periods on the computer • Pace of work and workload can change quite quickly

About the employer

Mortgage and protection broker with 1 director and 2 other brokers/admin. Growth plans in place to have an additional 2 brokers within a year. Based in Hertford but clients across the country. Nicholas James Mortgage & Financial Services Ltd is an advisory firm dedicated to providing independent and whole of market advice to private individuals, property investors and small businesses. With over 10 years of experience in the financial services industry, we ensure that our clients are at the heart of everything we do. Our focus is on understanding your individual needs through careful factfinding, before tailoring our recommendations to suit your unique priorities and budget. In addition, our established relationships with other industry leading professionals allow Nicholas James the additional flexibility to support our clients with their commercial funding and estate planning needs. At Nicholas James, we ensure that our advisers and support team are experienced, proactive, and accessible guaranteeing that from an initial enquiry through to completion the client journey is effortless.




The Rotunda

Old London Road


SG13 7LA

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Training provider



The Apprenticeship Team


Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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