Apprentice Mortgage Administrator
ALTERNATIVE ESTATES & FINANCIAL SERVICES LTD
COVENTRY (CV1 2HN)
Closes in 29 days (Friday 13 February 2026 at 11:59pm)
Posted on 14 January 2026
Contents
Summary
Mortgage Administrator in City Centre Estate Agency. We are seeking a candidate who is looking to progress in financial services, taking on the administrator role and with the potential longer term moving onto mortgage adviser. Extensive on job training with will provided which is supported by the apprenticeship training.
- Wage
-
£18,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.
38 hours a week
- Start date
-
Monday 16 February 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
- Liaising with clients and obtaining information and documentation in order to update files
- Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties
- Helping existing clients to update their online portal
- General office duties (taking calls, helping on reception, filing and arching old data)
- Helping complete mortgage application data for pre-submission checks
- Organising diary and scheduling appointments
Where you'll work
7 NEW UNION STREET
COVENTRY
CV1 2HN
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
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:
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
- Number skills
- Team working
- Initiative
About this employer
With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.
Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.
We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.
After this apprenticeship
- Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
The reference code for this apprenticeship is VAC2000008606.
Apply now
Closes in 29 days (Friday 13 February 2026 at 11:59pm)