Mortgage Administrator Apprentice

Providing administrative support to mortgage advisers, including          case  progression and document management Assisting with client fact‑finding, data input, and preparation of mortgage and protection applications Liaising with lenders, solicitors, estate agents, and other third parties to support cases through to completion Supporting compliance and record‑keeping in line with FCA requirements Handling client enquiries and providing professional updates throughout the process Learning how to research mortgage products and protection solutions under supervision

 

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

 

Training Outcome:

This role is the first step toward a genuinely rewarding career in mortgage and financial services. With dedication, support, and ongoing learning, you’ll have the opportunity to grow from a trainee role into a fully qualified mortgage adviser, trusted to guide clients through some of the most important financial decisions of their lives.
As your knowledge, qualifications, and confidence develop, so too will your responsibilities, client exposure, and career opportunities. You’ll build lasting professional relationships, develop specialist expertise in mortgages and protection, and play a meaningful role in the continued success of a respected, growing firm.
For the right individual, this is more than a training role; it’s the foundation of a long‑term career offering progression, purpose, and the opportunity to make a real difference for clients and colleagues alike.

Employer Description:

An established and well respected mortgage brokerage

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

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Eager to learn,Ownership of responsibilities,Multitasking skills,Reliable and Punctual,Self motivated,Work well under pressure