Apprentice Mortgage Services Administrator

Assisting with day-to-day mortgage administration and client support Processing Mortgage documents accurately and efficiently Maintaining client records and ensuring information is kept up to date Supporting advisers and senior team members with administrative tasks Handling incoming calls, emails, and client enquiries in a professional manner Learning mortgage processes, systems, and compliance procedures Scheduling appointments and managing diaries where required Assisting with reports, data entry, and document preparation
Developing knowledge of mortgage products, services, and regulations Working towards industry qualifications alongside practical on-the-job training Building strong communication and organisational skills within a professional office environment Contributing to a supportive team within a growing business with progression opportunities

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

Completion of CeMAP1 will provide a solid foundation for the learner and can lead 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 with progression opportunities available
 

Employer Description:

Established in 2000, Warren & Co is a team of experienced mortgage and financial advisors who offer friendly, easy-to-understand advice to Customers across the UK.

Being independent we work with a full range of UK mortgage providers and financial organisations, which allows us to find the most suitable lenders or providers for your situation.

Having worked in the industry for many years we have developed a strong reputation for offering excellent service whilst delivering excellent mortgage deals and financial services.

Trust, honesty and integrity are at the core of everything we do ensuring our customers know they are in a safe pair of hands when we are looking after their financial requirements.

Working Hours :
Monday to Friday 9am to 5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Initiative,Eager to learn,Positive attitude,Professional attitude