Financial Services Administrator Apprentice
KIN LIFETIME PLANNING LIMITED
Nottingham, (NG14 5EX)
Closes in 16 days (Friday 31 July 2026 at 11:59pm)
Posted on 13 July 2026
Contents
Summary
We are looking to appoint an administrator to support our Mortgage and Protection advisor. This role is an entry role for anyone who is looking to purse a structured apprenticeship in Financial Services Administration to gain formal qualifications, with a progression pathway onto Mortgage Advice.
- Wage
-
£16,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday – Friday 9am -5.30pm
37.5 hours per week
60 minutes lunch break
37 hours 30 minutes a week
- Start date
-
Wednesday 7 October 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
It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals!
- Answer phone calls, emails ensuring clear and professional communication to clients and providers.
- Prepare agendas and materials for meetings and take minutes if required.
- Organise and schedule meetings for our Mortgage and Protection Advisor.
- Maintain databases and ensure records are up to date and easily accessible.
- Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies.
- Greet visitors and clients, making sure they are attended to promptly.
- Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts.
- Updating clients on the status of their mortgage applications and any required documentation.
- Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.
- Perform other duties as required to ensure the office runs office runs efficiently.
Where you'll work
Bingley House,
Meadow Lane,
Burton Joyce,
Nottingham,
NG14 5EX
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING 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
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation
SKILLS EDGE TRAINING LTD
Your training course
Financial services administrator
Equal to Level 3 (A level)
More training information
More training information
You will achieve the Financial Services Administrator Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Regular seminar
- All seminars recorded and available on-demand
- Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
- Regular tutorials and assessments from an experienced financial service professional
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
Other requirements
A DBS check will be required if the applicant is successful
About this employer
KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Further courses available after completion
Opportunity to trained to become a mortgage and protection advisor
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Calvin Goodson
calvin.goodson@skillsedge.co.uk
03333583559
The reference code for this apprenticeship is VAC2000041099.
Apply now
Closes in 16 days (Friday 31 July 2026 at 11:59pm)