Office Administrator Apprenticeship

The Apprentice Administrator will help to:

Support the smooth progression of mortgage and financial planning cases Assist with Mortgage lender, solicitor, and provider follow-up Support the sending and chasing of Letters of Authority (LOAs) Maintain accurate client records and workflow updatesSupport administration teams with day-to-day operational tasks Develop knowledge and understanding of mortgage and financial planning processes Maintain high standards of client communication and professionalism Support the overall organisation and efficiency of the business

Training:
The post holder will complete their apprenticeship with City Skills, attending remote (will be conducted at the office) sessions bi-weekly and completing coursework alongside the role  You will also receive in-house training support as well as external training to help with your apprenticeship

Training Outcome:
Upon successful completion of the apprenticeship, there is a strong possibility of progressing into a full‑time Office Administrator role within the company Potential progression to become a mortgage or financial adviser once spent more time as a office administrator

Employer Description:

Voyage Financial Planning is an independent financial advisory firm based in Romsey, Hampshire, UK. The company provides personalised financial planning and wealth management services to individuals, families, and business owners. Its expertise includes investment planning, retirement and pension advice, inheritance tax planning, mortgage and protection advice, and long-term wealth preservation. Voyage Financial Planning focuses on building lasting client relationships by delivering tailored financial strategies that help clients grow, protect, and pass on their wealth with confidence. The firm is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

Working Hours :
Monday to Friday 9am to 5pm with 1 hour lunch break- 35 hour working week

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Non judgemental,Patience