Mortgage Administration Apprentice

EXPERT FINANCIAL LTD

ST IVES (PE27 5AD)

Closes in 27 days (Friday 29 August 2025 at 11:59pm)

Posted on 1 August 2025

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Summary

This is a fantastic opportunity for the right candidate to move into Financial Services and work with a first-class employer based in St Ives, Cambridge, and take advantage of the apprenticeship development programme.

Wage

£14,000 a year

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Salary increases with performance and experience

Training course
Financial services administrator (level 3)
Hours
9.00am - 5.00pm Monday to Thursday 9:00am - 4.00pm Friday

34 hours a week

Start date

Monday 1 September 2025

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

Your duties will include but are not limited to:

  • Processing mortgage applications for new and existing clients
  • Outbound calling of potential clients to secure appointments
  • Ensuring client needs are met
  • Following strict compliance process and procedures
  • Building excellent relationships with clients and colleagues
  • Updating our company database
  • Managing your own diary
  • Maintaining our high standard of customer service and follow strict procedures
  • Assisting colleagues in busy periods
  • Completing necessary training

Where you'll work

8 THE PAVEMENT
ST IVES
PE27 5AD

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
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Training schedule

The Financial Services Administrator Level 3 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 - awarded by London Institute of Banking and Finance (LIBF)
  • Completion of CeMAP1 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.

Requirements

Essential qualifications

GCSE in:

5 subjects including maths and English (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

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Problem solving skills
  • Administrative skills
  • Number skills
  • Team working
  • Initiative
  • Patience

About this employer

Expert Financial Ltd is an experienced mortgage broker offering whole of market mortgage advice in Huntingdon, St Neots and the surrounding Cambridge areas.

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

Monica Peacock

apprentice@simplyacademy.com

The reference code for this apprenticeship is VAC1000335051.

Apply now

Closes in 27 days (Friday 29 August 2025 at 11:59pm)

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