Mortgage Administrator Apprentice
ARCHERS FINANCIAL SERVICES LIMITED
ENFIELD (EN2 6SE)
Closes in 28 days (Friday 13 February 2026 at 11:59pm)
Posted on 15 January 2026
Contents
Summary
A fantastic opportunity to enter the financial services industry to become a Mortgage Administrator Apprentice at a leading provider of professional and independent financial advice in North London.
- Wage
-
£15,000 a year
Check minimum wage rates (opens in new tab)
£15,000 to £17,000 depending on applicant and experience
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday, 9.15am - 5.15pm
35 hours a week
- Start date
-
Monday 16 February 2026
- Duration
-
1 year
- 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
- Mortgage administration
- Investment research
- General office adminstration
- Answering the telephone
- Speaking to mortgage lenders and clients
- Inputting data
- Scanning
Where you'll work
1 WINDMILL HILL
ENFIELD
EN2 6SE
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
- 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
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
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
- Smart presentation
- Willing to learn new things
- Good telephone manner
About this employer
Archers Financial Services was established in 1991 and is today a leading provider of professional and independent financial advice in North London. We deal with all aspects of financial planning with a particular emphasis on the mortgage, life assurance, pension and investment markets.
After this apprenticeship
- Successful completion of this apprenticeship may lead to opportunities to further develop with other apprenticeship programmes and qualifications
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
The reference code for this apprenticeship is VAC2000008831.
Apply now
Closes in 28 days (Friday 13 February 2026 at 11:59pm)