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Business Administration Apprenticeship Lloyd & Co Financial Planning Ltd

An exciting position has become available for a full-time, permanent Mortgage Administrator Apprenticeship, based in Southport. The role would be ideal for someone looking to have a career in Financial Services. Experience isn't essential and school working hours would be considered.

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Closing date: 07 Oct 2021

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday - Friday (Times to be confirmed)

    Total hours per week: 37.50

  • Expected duration

    24 months

  • Possible start date

    08 Oct 2021

  • Date posted

    13 Sep 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

  • Check mortgage packs and documents as provided by clients to ensure full compliance throughout
  • Submit mortgage and Protection applications online
  • Check progress of applied cases, obtaining regular updates and dealing with any lenders requests to ensure the application is progressed to offer as efficiently as possible
  • Package documents and forward/upload to the lender
  • Keep in contact with lenders and update Advisers on progress of applications
  • Liaise with Estate Agents, Valuers, Lenders and Solicitors when required and appropriate
  • Send review letters for all cases that are due for review within a four month time period
  • Chase payment of procurement fees that are overdue by more than four weeks and resolve any issues / queries
  • Ensure that files are fully compliant and meet the standards required
  • Transfer documents and files to CRM Key system and input new mortgage details on the system
  • Check client’s mortgage offers are accurate and match the details contained in the client’s illustration
  • Write suitability letters to the clients confirming the basis of our recommendation
  • Proof-read and check suitability reports as written by colleagues
  • General clerical and administration duties as requested
  • Any ad-hoc and reasonable task, as requested

Requirements and prospects

Desired skills

  • A good knowledge of Microsoft Outlook, Word and Excel
  • Be organised and be able to prioritise, manage workload effectively and multi-task
  • Acutely accurate attention to detail
  • Be articulate and have a good command of written and verbal English
  • Work well as part of a team and autonomously

Personal qualities

  • Ability to communicate well when liasing with clients, solicitors, estate agents, mortgage lenders etc
  • Have a proactive attitude and use initiative rather than waiting to be given information/responsibilities
  • Excellent spelling and grammar
  • Basic IT skills (be able to use a database and back-office system well)
  • Have attention to detail, this skill is imperative to this role

Desired qualifications

Maths and English GCSE (or the equivalent). 

Future prospects

Upon completion of the apprenticeship, the learner may be offered permanent employment.

Things to consider

Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week). For more information please visit:

About the employer

Lloyd & Co Insurance Services is a highly successful Financial Services Group. Their clients include private investors, high-net-worth individuals, entrepreneurs and owner-managed businesses who are predominantly referred to through an extensive range of professional.


Lloyd & Co Financial Planning Ltd


First Floor


Hoghton Street



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Training provider

The Communiversity

Applications for this apprenticeship are being processed by Alt Valley Community Trust Limited

Business Administrator Level 3.

Learning and understanding the mortgage and Protection process. 

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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