As a Business Administrator Apprentice, you’ll play a key role in supporting our property and finance teams.
Daily tasks include:
Assisting in scheduling and coordinating property maintenance, liaising with vendors and tenants to ensure high service standards
Supporting the residential property letting process, from tenant enquiries to lease documentation
Aiding the finance team in mortgage administration, including processing applications, managing records, and providing support to mortgage advisers
Key Responsibilities:
This role offers a unique opportunity to learn about both property management and mortgage finance administration
Your responsibilities will include:
Coordinating with maintenance vendors, logging requests, and following up on completed work
Assisting with tenant onboarding, lease agreements, and handling tenant communications
Supporting the mortgage administration team with application processing, document verification, and client communications
Training:During your apprenticeship you will undergo remote learning through:
Live webinars
Forums
One to ones with a dedicated learning coach giving constant feedback and coaching through RHG’s team of experienced learning coaches
You will gain the Level 3 Business Administration Apprenticeship Standard qualification
Training Outcome:
Upon successful completion of your apprenticeship, you may progress into a permanent position within the company, potentially as a property administrator or mortgage administrator
Employer Description:We are a leading property management and finance company specialising in residential letting, property maintenance, and mortgage services. Our team is dedicated to providing exceptional service to both landlords and tenants, ensuring smooth property transactions and reliable financial support.Working Hours :Monday– Friday
9am– 5:30pm
(lunch hour unpaid)
12 to 1pm lunch hourSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental....Read more...
Assisting the Business Development Team with Intermediary relationships and answering queries (phone, email, website) relating to new business enquires or current mortgage applications
Working with our Mortgage Administration Team to ensure existing lending cases are efficiently processed to ensure they have all the relevant information for underwriters to make their decisions
General administration duties to support our Underwriters including assisting with mortgage offer conditions, ensuring they are fulfilled for completion
Manage the incoming and outgoing post
Responsible for Stationery stock control
Assist with updating company documents
Organise internal meetings - diary management
Support with Social Media management
Supporting and assisting other teams when resource is required
Training:
You will be studying a Level 3 Business Administrator apprenticeship standard over an 18-month period
This is a fully work-based programme - you will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider
Training Outcome:
Further progression within the organisation upon completion of apprenticeship for the right candidate
Employer Description:Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.Working Hours :Monday - Friday 9.00am - 5.00pmSkills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Organisation skills,Problem solving skills,Team working....Read more...
Answer and direct phone calls providing polite & professional communication
Greet & assist visitors to the office
Dealing with incoming & outgoing post
Action email requests from advisers & clients
General office duties e.g. filing & photocopying
Book meeting rooms, hotels, taxis etc.
Conduct accurate data entry
With further training, the apprentice’s role will also expand to include:
Client valuations
Client investment/pension withdrawals
Assist in the preparation of regular annual review letters & reports
Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports
Training:
Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 digital study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge
Training Outcome:Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).Employer Description:We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgagesWorking Hours :Monday to Friday 09:00 – 17:00, 60 minutes lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Work well under pressure,Conscientious,Hard Working....Read more...