Responsibilities include:
Recording facilities on our banking system
Documenting Facility Letters, including Regulated Mortgage Contracts
Liaising with legal and valuation partners
Maintaining a clear audit trail of relevant documents.
Draw-down of facilities
Ensuring annual relationship management and insurance reviews are conducted
Confirming that loans have been repaid in full prior to release of security
Providing assurance to management that controls are being operated in order to mitigate risks
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
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:
There are opportunties for progression within the business
Employer Description:At Butterfield, we provide financial services with a personal touch. We focus on results, value relationships, and celebrate success.
Our team of financial services professionals comprises more than 1,300 employees in ten countries, working in progressive and rewarding roles across dozens of departments. Our team’s experience is enhanced by robust learning and development programmes, comprehensive benefits programmes, and preferred rates on various proprietary financial services.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative,Non judgemental....Read more...
Data entry and updates into our CRM and systems for new and ongoing client servicing and engagement processes
Maintaining and updating client records
Liaising with product providers contact to obtain valuations/product information
Close liaison will all team members to ensure all business processes run smoothly and effectively
Troubleshooting and problem solving when relevant
Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and filing, servicing event management
Understanding and adhering to compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training
Basic letters and correspondence
Attending internal/external training courses and events where required, which may require some travel
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:This apprenticeship offers a route for a career in the financial sector. A permanent position may be available upon completion of the apprenticeship dependent on performance.
We have a clear progression path for the right candidate.Employer Description:We are experienced mortgage advisors, based in Hampshire and advising across the UK. We specialise in residential mortgages and can offer advice to employed and self-employed individuals looking to purchase a new property, remortgage an existing property, expand a buy-to-let portfolio or raise capital for home improvements. It’s vital to us that our client’s futures are protected so we also advise on Life Insurance, Critical Illness Cover, Income Protection and a wide range of other insurances.Working Hours :9.00am - 5.00pm, Monday-Thursday (can be flexible with workday hours).Skills: Communication skills,IT skills,Attention to detail,Analytical skills,Logical,Team working,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
We are seeking a motivated and tech-proficient apprentice to join our property business. This is an excellent opportunity for someone looking to gain hands-on experience in a professional environment while developing valuable skills across multiple areas of the business.
As an apprentice, you will gain exposure to a wide range of tasks, including:
Assisting with inventory management
Supporting AML (Anti-Money Laundering) tracking and compliance
Handling general administrative duties
Providing customer service support to tenants, landlords, and clients
Assisting across various departments to help maintain smooth operational flow.
What We’re Looking For:
A motivated and enthusiastic individual with a willingness to learn.
Tech-proficient and comfortable using digital systems/software.
Strong organisational skills and attention to detail
Good communication and teamwork abilities
What You’ll Gain:
Practical experience in the day-to-day operations of a property business
Development of administrative, compliance, and customer service skills
Confidence working in a professional office environment
Mentorship and support to help you build your career
Training:The candidate will complete an apprenticeship within the agreed subject for the vacancy. This may include a BTEC Diploma/Standard and End-Point Assessment. It may also include Functional Skills in maths and English.
The apprentice at the end of this qualification will achieve a Level 3 Business Administrator Apprenticeship Standard.
The employer will offer training around:
Inventory Management Training – how to prepare, update, and maintain property inventories accurately.
AML (Anti-Money Laundering) Compliance – understanding processes, tracking requirements, and ensuring records are up to date.
Administrative Skills – training in filing systems, document management, email handling, and scheduling.
Customer Service Skills – communication techniques, handling tenant and client enquiries professionally, and conflict resolution basics.
Property Business Processes – exposure to different departments to learn how each contributes to operational flow.
IT & Software Proficiency – training in relevant property management systems, spreadsheets, and digital tools.
Team Collaboration & Workflow – understanding how to work effectively within a team and support cross-departmental tasks.
Training Outcome:Based on performance and successful completion of the apprenticeship, there is strong potential for the individual to be offered a full-time position with our company.Employer Description:Adams Estates is an independent estate and letting agency based in Reading, Berkshire. The company was founded with a mission to transform the rental sector by providing exceptional service to both landlords and tenants. Their approach focuses on treating tenants as valued customers, aiming for loyalty rather than mere satisfaction, and consistently exceeding expectations.The agency offers a comprehensive range of services tailored to the needs of vendors, purchasers, landlords, and tenants. These services include the sale and letting of residential properties, property management, commercial lettings, student accommodation, and mortgage and insurance services. They pride themselves on their extensive local knowledge and commitment to providing a tailored, personal service to each client. Adams Estates is also known for its active involvement in the local community, aiming to be more than just an estate agent by fostering strong community ties. Adams Estates is located at 66 Christchurch Road, Reading, Berkshire, RG2 7AZ. They are accredited members of nationally recognized bodies such as NALS and operate under the NALS professional Code of Practice and Rules of Conduct.Working Hours :Monday to Friday– 9.00 am to 5.00 pm.
40 hours a week.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Basic IT proficiency,Strong organisational skills,Time management skills,Ability to follow procedures,Ability to follow compliance,Motivated and eager to learn,Reliable and punctual,Professional attitude,Responsible....Read more...
