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
Maintain accurate client records and workflow updates
Support 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....Read more...
Abundance Finance Ltd is a growing mortgage and protection brokerage that supports clients across the UK while helping advisers build successful careers in the industry. As part of a small but ambitious team, the apprentice will gain hands-on experience across the full mortgage advice process while learning directly from experienced brokers.
This role is designed to provide a strong foundation in the mortgage and protection industry, combining administration, client interaction and compliance support. The apprentice will gradually develop their knowledge of the industry, lender criteria and the overall advice process.
On a day-to-day basis, the apprentice will support brokers and the director with various operational and client-facing tasks, helping ensure cases progress smoothly from enquiry through to completion.
Key responsibilities will include:
Assisting with client enquiries and initial information gathering
Preparing documentation and supporting mortgage and protection applications
Liaising with lenders, solicitors and clients to help progress cases
Updating internal systems and ensuring client records are accurate
Supporting compliance and administrative processes
Learning how to research mortgage products and lender criteria
Assisting with general office and operational tasks where required
Training:The Financial Services Administrator Level 3 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:Following the successful completion of the Mortgage Administrator apprenticeship, there will be an opportunity to progress into a further advanced apprenticeship within the mortgage industry. From there, the long-term goal is to develop into either a fully competent mortgage broker within the firm or move into a compliance-focused role, depending on where the apprentice’s strengths and interests lie.
At Abundance Finance, we are passionate about helping people build long-term careers in financial services. We provide the training, support and real-world experience needed to help individuals grow and succeed in the industry.Employer Description:Abundance Finance Ltd is a directly authorised mortgage and protection brokerage supporting clients across the UK. We provide expert advice on residential, buy-to-let and protection solutions, while also helping advisers build successful careers through training, support and a collaborative broker network.Working Hours :Monday - Friday, 8.30am - 3.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative....Read more...
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 preparationDeveloping 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 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Initiative,Eager to learn,Positive attitude,Professional attitude....Read more...
An opportunity has arisen for a Conveyancing Assistant / Conveyancing Secretary to join a well-established legal firm, committed to delivering a professional, efficient and client-focused conveyancing service.
As a Conveyancing Assistant / Conveyancing Secretary, you will provide administrative and legal support to a Residential Conveyancing Solicitor, helping to manage property transactions from instruction through to completion.
This full-time role offers a salary range of £28,000 - £35,000 and benefits. Part-time candidates will also be considered.
You will be responsible for:
? Preparing contract documentation and assisting with pre-contract enquiries.
? Reviewing title documentation and assisting with residential purchase matters.
? Producing completion statements and certificates of title.
? Liaising with clients, estate agents, mortgage lenders and other third parties to ensure transactions progress smoothly.
? Coordinating completion funds with the Accounts team.
? Drafting legal correspondence and documentation accurately.
? Maintaining organised case files and updating the case management system.
What we are looking for:
? Previously worked as a Conveyancing Assistant, Legal Assistant, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Secretary, Legal Administrator, Legal Clerk, Conveyancing Legal Assistant or in a similar role.
? Experience working within a residential conveyancing environment.
? Strong organisational and time management skills.
? Excellent client care and communication skills.
? Ability to work independently while contributing effectively within a team.
? High level of accuracy and attention to detail.
Whats on offer:
? Competitive salary
? Supportive and collaborative working environment
? Ongoing training and professional development opportunities
If youre looking to develop your career within a supportive legal practice, apply today-this is an excellent opportunity n....Read more...
An opportunity has arisen for a Conveyancing Assistant / Conveyancing Secretary to join a well-established legal firm, committed to delivering a professional, efficient and client-focused conveyancing service.
As a Conveyancing Assistant / Conveyancing Secretary, you will provide administrative and legal support to a Residential Conveyancing Solicitor, helping to manage property transactions from instruction through to completion.
This full-time role offers a salary range of £28,000 - £35,000 and benefits. Part-time candidates will also be considered.
You will be responsible for:
* Preparing contract documentation and assisting with pre-contract enquiries.
* Reviewing title documentation and assisting with residential purchase matters.
* Producing completion statements and certificates of title.
* Liaising with clients, estate agents, mortgage lenders and other third parties to ensure transactions progress smoothly.
* Coordinating completion funds with the Accounts team.
* Drafting legal correspondence and documentation accurately.
* Maintaining organised case files and updating the case management system.
What we are looking for:
* Previously worked as a Conveyancing Assistant, Legal Assistant, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Secretary, Legal Administrator, Legal Clerk, Conveyancing Legal Assistant or in a similar role.
* Experience working within a residential conveyancing environment.
* Strong organisational and time management skills.
* Excellent client care and communication skills.
* Ability to work independently while contributing effectively within a team.
* High level of accuracy and attention to detail.
Whats on offer:
* Competitive salary
* Supportive and collaborative working environment
* Ongoing training and professional development opportunities
If youre looking to develop your career within a supportive legal practice, apply today-this is an excellent opportunity not to be missed.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Duties will include:
Speak with buyers, sellers, and prospective customers over the phone, by email, and in person
Arrange and assist with carrying out property viewings
Register new applicants and match them with suitable properties
Build strong relationships with buyers, sellers, and vendors
Book property valuations and appointments for the sales team
Keep property listings and customer records up to date
Support the Sales Negotiators with day-to-day administrative tasks
Progress sales by liaising with buyers, sellers, solicitors, and mortgage advisors
Handle enquiries and provide excellent customer service
Assist with general office duties in a busy estate agency
Full UK driving licence and access to a car required due to property visits and inspections.Training:
Business Administrator Level 3
Teaching and learning the skills, knowledge and behaviours within Business Administration
Training Outcome:
This role offers the opportunity to grow within Belvoir! on a long-term basis
The apprentice can develop into a full-time position, gaining hands-on experience in lettings and sales, with the potential to progress towards becoming a fully qualified estate agent
Employer Description:Being born in Walsall, living in Pelsall and opening their first ever Estate Agency branch in Bloxwich, the heart and early memories of the business live and will always lie in the Walsall area. You would be hard pushed to find any single team on a national scale, either family owned or corporate, that has rented out and sold more properties in the Walsall area in the last 10 years than our team.Unlike some Estate Agent Agents who advise clients on little practical experience, we have brought, sold and rented houses ourselves and have a wealth of experience of the property industry in Walsall, Pelsall, Bloxwich, Leamore and more.If you’re a landlord looking to rent out your property, would like some advice on a buy to let investment or have a problematic tenant our specialist team would be more than happy to help.Are you looking to sell your house in Bloxwich, Walsall or surrounding areas? Call our Estate Agency department who will give you advice either over the phone or in person at your property if you’d like to arrange a free market appraisal. Alternatively, fill in our free online valuation form to obtain an indication of the value of your home.Working Hours :Monday - Friday, 09:00 - 18:00. (Every other Saturday 09:00 - 17:00) - 1-hour lunch breakSkills: Administrative skills,Attention to detail,Communication skills,Driving License,Initiative,IT skills,Organisation skills,Presentation skills,Problem solving skills,Sales Skills,Team working....Read more...
Goodwills Legal Services Limited have over 20 years of experience providing trusted estate planning services across England and Wales. They work directly with clients and alongside financial advisers, mortgage brokers, and estate planning professionals to deliver tailored advice and professionally drafted legal documents.Their experienced team is committed to clear, personalised guidance, never a one-size-fits-all approach. With fully insured services, high ethical standards, and access to a wider range of legal services through their sister company, Premier Solicitors, they provide reliable, cost-effective estate planning solutions with complete peace of mind.The successful candidate will play an important role in supporting both consultants and clients throughout the estate planning process, ensuring that every client receives a high standard of service from their initial enquiry through to the completion of their case. The role involves providing administrative support to the Sales Team, responding to client enquiries by telephone, email, and online, and preparing client documentation, correspondence, and new instructions for processing. Maintaining accurate client records and updating information within the company's CRM system, including matching client payments, will also form a key part of the role.Working closely with clients and colleagues across different departments, the Sales Administrator will help ensure that cases progress smoothly by monitoring outstanding documentation, following up with clients when required, and assisting with the efficient processing of work. Additional responsibilities include producing reports, supporting sales and processing performance monitoring, completing administrative tasks accurately while following company procedures and compliance requirements, and providing general administrative support to the wider business.The role also involves working alongside senior management to help introduce and improve business processes where needed, as well as ensuring that marketing, sales, and training materials are well organised and maintained. As the company continues to grow, this position offers genuine opportunities for career progression, with the potential to develop into either the Sales Team or the Legal Team, depending on individual performance, skills, and the needs of the business.Training:
Level 3 Business Administration
Level 2 Functional Skills English and maths
Training Outcome:On successful completion of the apprenticeship, the successful candidate will have the opportunity to progress within the company both in terms of position and pay, this includes joining other departments within the firm. Additionally, the successful candidate could undertake further qualifications.Employer Description:Goodwills Legal Services Ltd is a small but growing firm based in the centre of Bedford, assisting clients with private client and estate planning law.Working Hours :Monday to Friday, 9:00am to 5:30pm (1 hour unpaid lunch break).Skills: Dependable,Good People Skills,IT skills,Punctual....Read more...
