Financial Services Administrator Apprentice / Mortgage Processor

This position will entail undertaking all administration tasks for the team including:

Calling providers and following up anything outstanding Updating their spreadsheet with their updates Eventually updating the clients directly via email General administration tasks

Training:

Level 3 Financial Services Administrator Apprenticeship Standard:

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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:

CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)

Or

CF1 - awarded by The Chartered Insurance Institute (CII)

Completion of CeMAP1 or CF1 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.

The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

Training Outcome:

The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship. 

Employer Description:
Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey. You can access services such as mortgages, insurance policies for both your family.

Working Hours :
Monday to Friday, 9.30am - 5.30pm.

Skills:
Communication skills,Organisation skills,Team working,Enthusiastic/eager to learn,Time Management