Financial Services Administrator Apprenticeship

Mortgage application processing - ensuring all documentation is accurate and submitted on time Liaising directly with clients and act as the primary contact for clients, lenders and third parties Providing updates and handling queries efficiently Document management - ensuring all client files and records are maintained Compliance with regulatory requirements and company policies Providing full administrative support (diary management, scheduling of appointments and preparing reports)

Training:

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

Training Outcome:
Great opportunity for career progression and development Comprehensive support and training  Opportunity to progress to a fully qualified Mortgage Adviser

Employer Description:
A well established mortgage brokers dedicated to providing exceptional mortgage solutions to clients both locally and nationally,

Working Hours :
Monday to Friday, 9.00am to 5.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Microsoft Office proficiency