Job Description

Job Summary

Kick-start your career in the mortgage industry with a growing company. Gain valuable skills, a recognised qualification, and real progression opportunities- potentially becoming a Mortgage Adviser in the future. Full support and training provided.

Key Duties and Responsibilities:

Support mortgage advisers with administrative tasks Liaise with clients, lenders, and solicitors to gather and process documentation Input and maintain accurate client data on CRM systems Track mortgage applications from submission to completion Assist in preparing and reviewing mortgage and protection documents Handle client queries via phone, email, and in person Provide general office and clerical support to the wider team Learn and apply industry knowledge as part of apprenticeship training

What training will the apprentice take and what qualification will the apprentice get at the end?

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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

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.

What is the expected career progression after this apprenticeship?

There is the potential to train & take further qualifications to progress to a Mortgage Adviser role.

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual

Qualifications

GCSE or equivalent English, Maths and 3 other subjects (Grade C/ level 4) Essential
A Level or equivalent 2 subjects (Grade D or above) essential

Job Types: Full-time, Apprenticeship

Pay: 16,500.00 per year

Schedule:

Monday to Friday
Application question(s):

What interests you in working in Financial Services
Education:

A-Level or equivalent (required)
Work Location: In person

Reference ID: EBO001