Mortgage and Protection Administrator Apprentice

As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include:

Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone. Documentation: Preparing and managing paperwork for mortgage applications and protection policies. Data Entry: Updating client information and maintaining accurate records in the system. Support: Providing administrative support to mortgage advisors and protection specialists. Research: Gathering information on mortgage products and protection plans to assist advisors. Compliance: Ensuring all processes comply with regulatory requirements.

This role is perfect for someone who is detail-oriented, organised, and eager to learn about the financial services industry.

Training:

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:

At BatesWilcox, there are excellent prospects for career progression. As an Apprentice Mortgage and Protection Admin, you will have the opportunity to:

Progress to Mortgage Adviser: With experience and additional training, you can advance to a Mortgage Adviser role. Further Apprenticeships: Opportunities for further apprenticeships to enhance your skills and qualifications. Further Training: Continuous professional development through training programs to keep you updated with industry standards.

BatesWilcox is committed to supporting your career development and helping you achieve your professional goals.

Employer Description:
BatesWilcox Mortgage Solutions Ltd is a mortgage broker based in Newbury, Berkshire. They offer a range of services including: Mortgage Advice: Helping clients find the right mortgage product for their needs, whether it’s for a first home, a holiday/investment property, or re-mortgaging. Protection Services: Providing advice on various protection products to ensure clients and their families are financially secure. Specialist Services: They are authorized to advise on mortgages using the Own New Scheme, which is designed for new build properties. Their goal is to simplify the mortgage process and provide peace of mind to their clients through clear and comprehensive advice

Working Hours :
Monday - Friday, 9:30 - 17:30.

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Adaptability