Apprentice Mortgage Administrator

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

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:

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.

Employer Description:
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.

Working Hours :
Monday to Friday, 9am to 5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Initiative,Proactive,Multitasking,Office software including CRM