Apprentice Mortgage Administrator

Liaising with clients and obtaining information and documentation in order to update files Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties Helping existing clients to update their online portal General office duties (taking calls, helping on reception, filing and arching old data) Helping complete mortgage application data for pre-submission checks Organising diary and scheduling appointments

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:
Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser

Employer Description:

With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.

Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.

We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.

Working Hours :
Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.

Skills:
Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative