Financial Services Administrator Apprentice
MINT FS LTD
Salisbury, Wiltshire (SP4 6QX)
Closes in 30 days (Friday 7 November 2025 at 11:59pm)
Posted on 8 October 2025
Contents
Summary
A fantastic opportunity to join this Mortgage, Protection & Specialist Lending Brokerage. In this role you will assist the team in all areas, gaining a Level 3 Financial Services Administrator qualification.
- Wage
-
£15,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9.00am - 5.30pm
37 hours 30 minutes a week
- Start date
-
Monday 5 January 2026
- Duration
-
1 year 3 months
- Positions available
-
2
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
- Build and maintain effective relationships with all new and existing clients
- Progress and update cases with clients, lenders, providers, conveyancers and estate agencies and deal with queries on a particular mortgage case at all stages of the process from successful DIP through to legal completion and beyond
- Ensure timely, accurate and appropriate responses to telephone calls, tasks, enquiries or correspondence from clients, lenders or conveyancers
- Liaise with mortgage advisers, apprising them of the progress of specific mortgage cases and seeking to resolve any queries arising
- Liaising with directors and escalating any specific problems for discussion and resolution
- Work within prescribed procedures and compliance practices
- Input, update and maintain mortgage data so that systems and files accurately reflect the current position at all times
- Produce written correspondence and documents using standard forms
- Manage 360 task and workflow system to monitor cases and progress and chase as appropriate
- Produce monthly reporting to the Directors of the business
- Administer the compliance registers of the firm
- Build and maintain relationship with network and keep abreast of new procedures and compliance directives
- Keeping company and adviser files up to date
- Ad hoc administrative tasks as and when required (i.e. - taking notes in meetings, scanning documents)
Where you'll work
Head Office,
Unit 6 The Centurion Centre
Castlegate Business Park
Salisbury, Wiltshire
SP4 6QX
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
Level 3 Financial Services Administrator apprenticeship standard.
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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:
- CeMAP (UKFR) module 1 - awarded by The London Institute of Banking and Finance (LIBF)
- Completion of CeMAP module 1 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
- The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
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
- Attention to detail
- Organisation skills
- Initiative
- Concientious/hardworking
About this employer
We are a dynamic Mortgage Brokers, Established in 2019, managing case files, within prescribed timescales and focusing on achieving excellent customer service at all times. Our founding directors have over 50 years combined experience.
After this apprenticeship
Once completed the apprenticeship there is the opportunity of progression into becoming a full-time mortgage adviser. Further training would be provided.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000345504.
Apply now
Closes in 30 days (Friday 7 November 2025 at 11:59pm)
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