The working week will be Mon-Fri between 9.00am till 5.00pm.
Working alongside the rest of the admin team, you will be assisting in the day-to-day running of a busy office.
1. Dealing with clients, lenders, solicitors and estate agents by email and telephone.
2. Accurate and detailed data inputting of clients onto bespoke CRM and lenders systems.
3. Copying, scanning and electronically filing of client-sensitive documents.
4. Providing support to a busy broker team, with responsibility for your own cases.
5. General office duties, including help the social media accounts.Training Outcome:The right candidate will have the opportunity to continue in full-time employment as an administrator with the option to carry out further qualifications such as CeMAP. This qualification is required to give mortgage advice. 4 previous admin apprentices are now qualified advisers, and we currently have 3 administrators studying CeMAP.Employer Description:At Approved Mortgage Solutions Limited, we seek candidates who are genuinely motivated by helping others achieve their financial goals, particularly homeownership. A strong desire to deliver outstanding customer service, combined with integrity, professionalism, and attention to detail, is essential. We value individuals who take pride in building trusted relationships, are proactive in problem-solving, and demonstrate a commitment to ongoing personal and professional development. Drive, reliability, and a positive, team-oriented attitude are also key traits that help our staff thrive in a supportive but fast-paced environment.Working Hours :Your usual working week will be Mon - Fri. 9.00am till 5.00pm with an hour's lunch break. You will be working from our office in the Business and Innovation Centre in Sunderland.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Presentation skills,Administrative skills,Logical,;Approachable, Warm & Friendly,Presentable,An appetite to learn....Read more...
We are seeking an Apprentice Administrator to join our existing Admin team. Working alongside our brokers and administrators you will learn how to process new business cases from application through to completion. You’ll be liaising with clients, lenders and solicitors, so good spoken and written English is a must.
A working knowledge of Microsoft Office and good numeracy skills are also essential. The role of a Mortgage Administrator is challenging but ultimately very fulfilling and no two days are the same.
We offer an open plan, spacious office environment, working with a friendly team who enjoy regular social events outside of office hours.
Day-Day Responsibilities:
Shadowing team members to gain experience and knowledge
Ensuring general administration work is completed on time to the highest standard
Upholding company standards, ensuring business professionalism and reputation for excellence
Working within prescribed policies, procedures and practices
Updating and maintaining data so that systems and case files are accurate at all times
Photocopying and scanning
Filing
Replying to emails
Call answering
Training:
Founded in 1974, we've been delivering market-leading learning and talent solutions for over forty years. We’re privileged to help individuals unlock their potential and realise the value of their skills and talents
We help build meaningful careers that give individuals security, satisfaction, and purpose – and in turn help organisations and wider industry meet the challenges of a changeable operating environment
On completion of this 18 month apprenticeship you will have gained your Business Administration Apprenticeship Level 3 Qualification
Training Outcome:
This role will enable you to achieve a Level 3 Apprenticeship within Business Administration
We aim to offer a permanent job role upon successful completion of the apprenticeship and proven competence in the Administrator role
CAPC is an expanding business so there is the potential to continue your career development with our support and become a qualified broker, which could lead to substantial earnings
Employer Description:CAPC is a specialist finance brokerage based in Alcester and working with clients across the country. With over 25 years experience in the industry we pride ourselves on offering expert advice and a friendly and professional service. Our goal is to make buying or re-mortgaging your home as smooth and stress free as possible.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 8.30am - 4.30pmSkills: Attention to detail,IT skills,Communication skills,Organisation skills,Administrative skills....Read more...
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....Read more...
As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of 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.Training Outcome:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
Daily duties will include:
Answering the telephone
Telephoning mortgage and insurance companies for updates on clients’ applications
Providing updates to clients by email and telephone
Updating the client computer database
Providing support to our team of financial advisers
Completing online applications for mortgages
Providing support to the team of administrators
Training:The successful candidate will work towards the Level 3 Business Administrator Apprenticeship Standard. This will involve one day a month group training at our centre in Newbury, and a 1-1 monthly training and review meeting with their training consultant.
Functional skills English and maths Level 2 will be delivered through weekly sessions if required at our training centre in Newbury.Training Outcome:On going training and personal development are encouraged and supported.Employer Description:Firstxtra Financial Services is a long established, successful family owned business with professional advisers covering the UK with the head office in Newbury, Berkshire.
Firstxtra has been trading for over 20 years with a team of highly skilled and enthusiastic professional advisers and administrators who specialise in mortgages and protection insurance.
Our philosophy is to provide the highest level of customer service and advice to all our clients. We are very proud of our advice and service and this is reflected in the number of repeat customers that we have, and from the number of customer recommends and testimonials that we receive on a regular basis.Working Hours :8.45am - 5.15pm (1-hour for lunch)
Monday to Friday plus a min of 1-Saturday per month after a qualifying periodSkills: Communication skills,IT skills,Customer care skills,Team working,Confident,Outgoing Personality....Read more...
