Apprentice Mortgage/Protection Administration Assistant

FUSE FINANCIAL LTD

Whiteley (PO15 7FN)

Closes in 28 days (Friday 31 October 2025 at 11:59pm)

Posted on 2 October 2025

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Summary

Join a dynamic company where your growth is supported. Gain valuable experience in financial services, develop key skills supporting professionals, deepen your knowledge of financial products, and build strong customer service and admin abilities—a solid foundation for long-term success.

Wage

£16,000 a year

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Bonus structure to be put in place

Training course
Financial services administrator (level 3)
Hours
9.00am - 5.00pm, Monday-Thursday (can be flexible with workday hours).

32 hours a week

Start date

Monday 3 November 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

  • Data entry and updates into our CRM and systems for new and ongoing client servicing and engagement processes
  • Maintaining and updating client records
  • Liaising with product providers contact to obtain valuations/product information
  • Close liaison will all team members to ensure all business processes run smoothly and effectively
  • Troubleshooting and problem solving when relevant
  • Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and filing, servicing event management
  • Understanding and adhering to compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training
  • Basic letters and correspondence
  • Attending internal/external training courses and events where required, which may require some travel

Where you'll work

Victory Park Solent Business Park First Floor Unit 14
Solent Way
Whiteley
PO15 7FN

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 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:

English, Maths and 3 other subjects (grade 4/C or above)

A Level in:

2 subjects (grade 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
  • Analytical skills
  • Logical
  • Team working
  • Non judgemental
  • Patience
  • Enthusiastic
  • Punctual

About this employer

We are experienced mortgage advisors, based in Hampshire and advising across the UK. We specialise in residential mortgages and can offer advice to employed and self-employed individuals looking to purchase a new property, remortgage an existing property, expand a buy-to-let portfolio or raise capital for home improvements. It’s vital to us that our client’s futures are protected so we also advise on Life Insurance, Critical Illness Cover, Income Protection and a wide range of other insurances.

After this apprenticeship

This apprenticeship offers a route for a career in the financial sector. A permanent position may be available upon completion of the apprenticeship dependent on performance.

We have a clear progression path for the right candidate.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000344693.

Apply now

Closes in 28 days (Friday 31 October 2025 at 11:59pm)

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