The Apprentice Mortgage Administrator plays a vital supporting role within our brokerage. At Home of Mortgages, our advisers focus on delivering expert guidance to clients, but they rely heavily on the admin team to keep things running like clockwork behind the scenes. That’s where you come in.
As an apprentice, you'll be joining our Operations and Case Management team. You’ll work closely with experienced administrators and mortgage advisers to help manage the client journey from application to completion. You won’t be making the tea (we take turns in that) – you’ll be gaining direct experience in real cases that help real people move home or secure vital finance.
This role is a gateway into the world of mortgages and property, giving you the tools, knowledge and support to build a long-term career in the financial services sector.
Each day will bring something a little different, but you’ll quickly become a key player in keeping the mortgage process moving. You’ll:
-Help gather and check client documents (ID, payslips, bank statements etc)-Track application progress using our CRM system-Communicate with clients by email and phone to provide updates or request missing information-Liaise with lenders, solicitors and surveyors to chase updates and solve issues-Keep everything neat, accurate and compliant in our systems
Learn how the mortgage process works from enquiry to completion
You’ll also have time set aside each week for your learning and coursework as part of your apprenticeship qualification.
Key ResponsibilitiesAssisting with mortgage and protection application administration
- Preparing case files and documentation- Chasing and tracking progress with third parties- Responding to client queries and maintaining excellent communication- Maintaining accurate and up-to-date records in internal systems- Supporting the team with general admin and client service- Learning compliance processes and how to apply them to real cases- Taking ownership of your learning and working toward your qualificationTraining:The Financial Services Administrator (Level 3) 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:Potential for progression to mortgage administrator, mortgage adviser, or further apprenticeships in financial servicesEmployer Description:Home of Mortgages provides Mortgage and Insurance advice to clients UK wide. We advise on residential and buy to let mortgages. We encourage learning and development and enjoy supporting our staff to achieve their career goals.Working Hours :Monday to Friday 9am to 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working....Read more...
Onboarding clients including document collection
Preparing budget planners to calculate client borrowing capacity
Preparing suitability of advice reports
Applying for agreements in principle
Managing finance applications, including uploading documents, liaising with clients and lenders
Provide regular progress updates, communicating with various stakeholders including clients, solicitors, estate agents, lenders, insurance companies
Managing ‘completions’, ensuring everything is in place for completion day including relevant insurance policies
Attending networking events
Social media work including email marketing, Facebook, Instagram and LinkedIn
You’ll develop your skills under the guidance of the Management Team, learning a variety of duties and supporting the whole business to continued growth. You’ll be taught and mentored by colleagues who have a great understanding of the job role; to achieve your full potential and share in the company’s success.
If you are committed and ready to take your first step into a real career with a fantastic small local business, then please apply now! This apprenticeship and opportunity with us will be highly competitive, so do not miss your chance!
Training:The successful candidate will continue their studies with apprenticeship specialists, RNN Group both remotely and from one of their campuses, giving you the training and support you need to become a fully competent and successful administrator.
The Apprentice Standard you will be studying is Business Administration - Level 3.Training Outcome:Future opportunity to train as a Mortgage & Protection adviser, gaining CeMAP qualification.Employer Description:Swift Financial was established with a commitment to delivering exceptional mortgage and protection advice coupled with a flexible approach, proudly serving the communities of Retford, Newark, Tuxford, Bawtry, Worksop, and the surrounding areas.
Swift Financial was founded by Nick Coupe, a dedicated professional with a vision for delivering exceptional mortgage and protection solutions to the local community. Here’s a little more about him…
Armed with a first-class degree from Durham University, his robust foundation in financial acumen underpins his role as a mortgage and protection adviser. His academic ability provides him with a strategic mindset and a deep understanding of the ever-evolving business landscape, pivotal for navigating the intricacies of the UK mortgage industry.
Having delved into property development, he acquired practical expertise in unraveling the nuances of the UK property market. He has experienced first-hand the challenges the property market can offer and this hands-on knowledge uniquely positions him to provide tailored advice, guiding clients in making well-informed decisions about their mortgage needs. His unwavering commitment to staying up-to-date on market trends ensures that his clients benefit from the most current and pertinent guidance.
With extensive experience as a mortgage and protection adviser, Nick has navigated a diverse array of client scenarios, providing him with a robust foundation of knowledge. This wealth of experience enables him to offer clients reassurance and informed advice, drawing upon the insights gained from successfully addressing the varied needs of individuals and families in the past.
Clients' financial aspirations become his mission, and he endeavours to make the mortgage process seamless and stress-free. Whether you are a first-time buyer, home mover, a property investor, or seeking to safeguard your family or assets, his dedication to excellence guarantees that clients receive unparalleled service tailored to the nuances of the UK market and more specifically the local area.Working Hours :Monday - Friday 9:30 am - 4:30 pm
(30-minute unpaid lunch break)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Team working,Initiative,Conscientious and reliable,Eager to learn....Read more...
An opportunity has arisen for a Conveyancing Secretary to join a well-established law firm providing a wide range of services and known for their professionalism and tailored client support.
As a Conveyancing Secretary, you will be supporting a dynamic conveyancing team with day-to-day administrative and legal tasks. This role can be full-time or part-time offering a salary up to £25,000 and benefits.
You will be responsible for:
? Supporting fee earners with effective file management.
? Drafting and typing legal documents and correspondence.
? Handling client enquiries professionally over the phone and via email.
? Completing SDLT forms and applying for searches.
? Managing diaries, appointments, and case schedules.
? Carrying out HMLR registrations for purchase, lease, and re-mortgage files.
? Opening, closing, and archiving client files in line with procedures.
? Performing general administrative duties such as filing, scanning, and organising.
What we are looking for:
? Previously worked as a Conveyancing Legal Secretary, Conveyancing Secretary, Legal Secretary, Legal Administrator or in a similar role.
? At least 1 years' experience supporting a busy Residential Property team.
? Knowledge of conveyancing procedures and legal processes.
? Skilled in IT and excellent secretarial skills.
? Strong client care and communication abilities.
? Capability to assist with minor paralegal tasks where needed.
What's on offer:
? Competitive salary
? 28 days Paid Holiday
? Company Pension Scheme
? Ex-gratia Birthday Leave
? Company Sick Leave
? Free DBS Check
? Closed during the Christmas Holidays
? Comprehensive induction and ongoing, paid training
Apply now for this exceptional Legal Secretary opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be ac....Read more...
An opportunity has arisen for a Conveyancing Secretary to join a well-established law firm providing a wide range of services and known for their professionalism and tailored client support.
As a Conveyancing Secretary, you will be supporting a dynamic conveyancing team with day-to-day administrative and legal tasks. This role can be full-time or part-time offering a salary up to £25,000 and benefits.
You will be responsible for:
* Supporting fee earners with effective file management.
* Drafting and typing legal documents and correspondence.
* Handling client enquiries professionally over the phone and via email.
* Completing SDLT forms and applying for searches.
* Managing diaries, appointments, and case schedules.
* Carrying out HMLR registrations for purchase, lease, and re-mortgage files.
* Opening, closing, and archiving client files in line with procedures.
* Performing general administrative duties such as filing, scanning, and organising.
What we are looking for:
* Previously worked as a Conveyancing Legal Secretary, Conveyancing Secretary, Legal Secretary, Legal Administrator or in a similar role.
* At least 1 years' experience supporting a busy Residential Property team.
* Knowledge of conveyancing procedures and legal processes.
* Skilled in IT and excellent secretarial skills.
* Strong client care and communication abilities.
* Capability to assist with minor paralegal tasks where needed.
What's on offer:
* Competitive salary
* 28 days Paid Holiday
* Company Pension Scheme
* Ex-gratia Birthday Leave
* Company Sick Leave
* Free DBS Check
* Closed during the Christmas Holidays
* Comprehensive induction and ongoing, paid training
Apply now for this exceptional Legal Secretary opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
