Mortgage Business Administrator Apprentice

WATSON AND COMPANY BRISTOL LTD

BRISTOL (BS8 2QN)

Closes in 23 days (Monday 23 March 2026 at 11:59pm)

Posted on 23 February 2026

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Summary

We’re looking for a motivated, detail-focused apprentice to join our busy mortgage team. You’ll support advisors, process mortgage and protection cases, liaise with lenders and solicitors, ensure compliance, and deliver a great client experience. Organised, proactive, and keen to learn? We’d love to hear from you!

Wage

£15,470 a year

Check minimum wage rates (opens in new tab)

£8.50 an hour. Negotiable 

Training course
Business administrator (level 3)
Hours
Monday to Friday, 9:00AM – 5:00PM. 1 hour unpaid lunch break.

35 hours a week

Start date

Thursday 16 April 2026

Duration

1 year 6 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

  • Work with our mortgage advisors (brokers) to assist them with client contact and delivering a high quality service
  • Process mortgage & protection business from submission to completion
  • Making sure all applications are accurate and complete, and that all supporting documentation has been provided as required by compliance
  • Liaise and maintain relationships with lenders, conveyancers, and surveyors to provide regular updates to customers
  • Thoroughly check mortgage offers to make sure there are no errors
  • Keeping a close eye on processes and feedback to ensure the best possible journey for our customers
  • Support the office in a broad range of internal and external related communications and administration
  • Answering the telephone, accurately taking messages and passing them on and booking in appointments for advisors.
  • Compliance - Adhering to all relevant regulations, company policies, and procedures, including anti-money laundering and financial crime protocols

Where you'll work

92 WHITELADIES ROAD
BRISTOL
BS8 2QN

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

WESTON COLLEGE OF FURTHER AND HIGHER EDUCATION

Training course

Business administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
  • Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
  • Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
  • Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
  • Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
  • Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
  • Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
  • Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Training schedule

Apprentices will work closely with a knowledgeable mentor who has progressed from an administrative role to Mortgage and Protection Consultant. Initial training will be intensive for the first few weeks, with ongoing hands-on learning and guidance throughout the apprenticeship.

More training information

You’ll attend an in-person workshop at Weston College every second Tuesday of the month. Throughout your apprenticeship, you’ll be fully supported by a dedicated assessor who will regularly visit you in the workplace to guide and support your progress.

Requirements

Essential qualifications

GCSE in:

  • English (grade 4/C)
  • Maths (grade 4/C)

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
  • Problem solving skills
  • Client-focused approach
  • Professional telephone manner
  • Professional appearance

Other requirements

  • Reliable punctuality for work.
  • A professional appearance is important due to the client-focused nature of the industry.
  • Permit parking available (to be discussed with Management once successful)

About this employer

With over 40 years of combined industry experience, we’ve developed a distinct approach to providing financial services.

Everything we do is informed by the knowledge we’ve gained across the financial sector, and delivered to the highest possible standards of customer care. We’re known industry-wide for the relationships we build, from the connections we’ve developed across a comprehensive panel of lenders to the clients who come back time and again. We don’t do a lot of advertising: our business growth has come from customer referrals. We keep it simple, providing a personal service that both we and our clients enjoy. That means no call centres and no jargon; just friendly people and appointments at your convenience, either over the phone, at our Clifton offices or in the comfort of your own home.

https://watsonandcompany.co.uk/ (opens in new tab)

Company benefits

  • Birthday day off
  • Friendly, supportive team environment
  • Coffee machine and refreshments
  • Company pension scheme
  • 22 days annual leave plus birthday and bank holidays

After this apprenticeship

Apprentices may progress into roles such as Mortgage Advisor, Training, Management, or Senior Mortgage Administrator, among other pathways.

Ask a question

The contact for this apprenticeship is:

WESTON COLLEGE OF FURTHER AND HIGHER EDUCATION

Erin Allsworth

erin.allsworth@weston.ac.uk

01934411594

The reference code for this apprenticeship is VAC2000017317.

Apply now

Closes in 23 days (Monday 23 March 2026 at 11:59pm)