Mortgage Administrator Apprenticeship
P2M ASSET MANAGEMENT LTD
Watford (WD17 4PN)
Closes in 21 days (Wednesday 31 December 2025 at 11:59pm)
Posted on 9 December 2025
Contents
Summary
Join a forward-thinking team, creating opportunities for a career in Financial Services.
- Wage
-
£15,704 to £25,396.80, depending on your age
National Minimum Wage
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday between 9am- 5.30pm - needs to be flexible as per business needs.
40 hours a week
- Start date
-
Monday 12 January 2026
- 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
Application Processing:
Submitting full mortgage applications, managing documents (proof of income, ID), and ensuring everything meets lender requirements.
Client Communication:
Acting as the main contact for clients, providing updates, answering queries, and resolving issues.
Liaison:
Coordinating with lenders, solicitors, and other third parties to gather information (e.g., medicals, valuations).
File Management:
Maintaining accurate digital and physical files, updating systems (like eKeeper), and ensuring data is current.
Compliance:
Ensuring all activities adhere to industry regulations and company standards.
Post-Completion Tasks:
Handling account changes (name/address), processing payments, and managing redemption statements.
Essential Skills & Experience:
- Strong organisational and multitasking abilities.
- Excellent written and verbal communication skills.
- Attention to detail and methodical approach.
- Proficiency with MS Office (Word, Excel) and mortgage software.
- Ability to work under pressure and meet deadlines.
- Discretion and professionalism.
Where you'll work
32 Langley Road
Watford
WD17 4PN
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
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
Training schedule
Requirements
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
- Analytical skills
- Team working
- Initiative
- Non judgemental
- Patience
Other requirements
- Passing a Disclosure and barring Service Check
- Providing a credit report
About this employer
Award Winning Firm with a leading Changemaker.
Opportunity to build a career in Financial Services.
After this apprenticeship
Mortgage Advisor or Protection Advisor.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
The reference code for this apprenticeship is VAC2000004602.
Apply now
Closes in 21 days (Wednesday 31 December 2025 at 11:59pm)
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