Apprentice Mortgage Administrator

IMPARTIAL FINANCIAL MANAGEMENT LTD

WESTBURY (BA13 3PE)

Closes in 28 days (Friday 11 December 2026 at 11:59pm)

Posted on 12 November 2026

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Summary

A very exciting opportunity for this dynamic mortgage company who are looking for a Mortgage Administrator supporting the day-to-day operations of a mortgage brokerage by managing administrative tasks and ensuring smooth processing of mortgage applications.

Wage

Competitive

Competitive wage offered

Minimum wage rates (opens in new tab)

Pay will be in line with qualifications and experience.

Training course
Financial services administrator (level 3)
Hours
Shifts to be confirmed.

30 hours a week

Start date

Monday 4 January 2027

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

  • Supporting day-to-day operations of a mortgage brokerage
  • Managing administrative tasks and ensuring smooth processing of mortgage applications
  • Maintaining and organising client files
  • Coordinating communication between brokers and clients
  • Preparing documentation, scheduling appointments, and handling enquiries

Key Responsibilities:

  • Maintain and update client records and application files
  • Coordinate documentation and communication between clients, lenders and mortgage brokers
  • Schedule meetings, appointments, and follow-up tasks
  • Prepare and review mortgage application documents for accuracy
  • Handle client inquiries and provide timely responses
  • Assist with office administrative duties as needed

Where you'll work

24 WARMINSTER ROAD
WESTBURY
BA13 3PE

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:

5 subjects including maths and english (grade 4 or above)

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
  • Administrative skills
  • Team working
  • Initiative
  • Proactive
  • Multitasking
  • Office software including CRM

Other requirements

The most important quality is empathy and good command of the English language, both verbal and written.

About this employer

At Impartial Financial we are a family-owned mortgage brokerage dedicated to guiding our clients through the home financing process with personalized service and care. With years of experience in the industry, our close-knit team brings a personal touch to every transaction, ensuring that their unique needs and goals are met.

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

  • The sky is the limit for the right candidate
  • There will be many opportunities to progress, and we encourage our apprentices in their development
  • Full training will be provided

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC2000064067.

Apply now

Closes in 28 days (Friday 11 December 2026 at 11:59pm)