• Mortgage compliance administration – keying mortgage application data and producing documents detailing advice given from mortgage brokers• Mortgage application processing – speaking to mortgage lenders, requesting updates and checking timescales• Case progression – speaking to solicitors, ascertaining when cases are expected to complete and whether all documentation has been received• General office work – taking calls, booking appointments, file managementTraining: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:Potential progression through to Mortgage Administrator and complete CeMAP qualifications.Employer Description:Ferro Financial is an award-winning, mortgage and life insurance broker, advising clients across the UK.
As experienced, friendly and professional advisors, we offer a comprehensive service meeting the mortgage needs of home owners, first time buyers and property landlords.
Our job is to look across the market and offer bespoke propositions helping clients secure the most suitable mortgage and life insurance products, tailored to their personal circumstances.Working Hours :4 days of applicants choice. 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Logical....Read more...
The duties will include:
Set up electronic mortgage and protection files.
Provide requested documents to the lender.
Liaise with other departments within The Mortgage Brain - Maintain ongoing and appropriate contact with lenders, solicitors, and clients, recording all communications on the business CRM systems.
Take telephone calls as and when required.
Following successful completion, close down electronic files.
Training:
Qualification: Business Administrator Standard Level 3.
Delivery Model: Workplace Delivery.
Duration: 21 months plus 3 months End Point Assessment.
Training Outcome:
Potential position upon completion of the apprenticeship.
Employer Description:The Mortgage Brain has expanded significantly over the last 2 year to become one of the biggest mortgage and protection advice companies in the UK. We help thousands of customers every year fine the best solutions for all the mortgage and insurance needs.
At The Mortgage Brain, we pride ourselves on fostering a shared and supportive work environment where innovation and customer focus are at the heart of everything we do.Working Hours :Monday to Friday 9:00am to 5:00pm.
30 minutes break for lunch.Skills: IT skills,Attention to detail,Customer care skills,Team working,Can work Independently....Read more...
The duties will include:
Set up electronic property insurance files.
Generate quotations.
Process existing client renewals.
Liaise with other departments within The Mortgage Brain.
Record all communications on the business CRM systems.
Take telephone calls as and when required.
Following successful completion, close down electronic files.
Training:
Qualification: Business Administrator Standard Level 3.
Delivery Model: Workplace Delivery.
Duration: 21 Months plus 3 months End Point Assessement.
Training Outcome:
Potential position upon completion of the apprenticeship.
Employer Description:The Mortgage Brain has expanded significantly over the last 2 year to become one of the biggest mortgage and protection advice companies in the UK. We help thousands of customers every year fine the best solutions for all the mortgage and insurance needs.
At The Mortgage Brain, we pride ourselves on fostering a shared and supportive work environment where innovation and customer focus are at the heart of everything we do.Working Hours :Monday to Friday, 9.00am to 5.00pm.
30 minutes break for lunch.Skills: IT skills,Attention to detail,Customer care skills,Team working,Can work Independently....Read more...
As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include:
Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone.
Documentation: Preparing and managing paperwork for mortgage applications and protection policies.
Data Entry: Updating client information and maintaining accurate records in the system.
Support: Providing administrative support to mortgage advisors and protection specialists.
Research: Gathering information on mortgage products and protection plans to assist advisors.
Compliance: Ensuring all processes comply with regulatory requirements.
This role is perfect for someone who is detail-oriented, organised, and eager to learn about the financial services industry.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:At BatesWilcox, there are excellent prospects for career progression. As an Apprentice Mortgage and Protection Admin, you will have the opportunity to:
Progress to Mortgage Adviser: With experience and additional training, you can advance to a Mortgage Adviser role.
Further Apprenticeships: Opportunities for further apprenticeships to enhance your skills and qualifications.
Further Training: Continuous professional development through training programs to keep you updated with industry standards.
BatesWilcox is committed to supporting your career development and helping you achieve your professional goals.Employer Description:BatesWilcox Mortgage Solutions Ltd is a mortgage broker based in Newbury, Berkshire. They offer a range of services including:
Mortgage Advice: Helping clients find the right mortgage product for their needs, whether it’s for a first home, a holiday/investment property, or re-mortgaging.
Protection Services: Providing advice on various protection products to ensure clients and their families are financially secure.
Specialist Services: They are authorized to advise on mortgages using the Own New Scheme, which is designed for new build properties.
Their goal is to simplify the mortgage process and provide peace of mind to their clients through clear and comprehensive adviceWorking Hours :Monday - Friday, 9:30 - 17:30.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Adaptability....Read more...
This role includes but is not limited to the following duties: -
Answering the telephone.
Checking client documents prior to application submission.
Processing mortgage applications for clients, all data to be entered 100% accurately.
Sending out documentation to clients.
Submitting paperwork to product providers.
Chasing providers, to ensure that products are in place within the required timescales.
Closing off files upon completion, scanning and shredding.
Assisting colleagues with any other duties, as reasonably requested.
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.
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 may lead to further apprenticeships and qualifcations within the industry.Employer Description:Since opening our doors in 2005, we’ve become a multiple award-winning team of Guildford mortgage brokers with a national reputation for simplifying the mortgage application process.Working Hours :9.00am to 5.30pm Monday to FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Patience....Read more...
Maintaining client data on our back-office system
Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate
Processing fund switches and withdrawals
Sending Letters of Authority (LOA) and following up with the providers
Assisting colleagues with their administration and dealing with telephone and postal queries
Preparing for client meetings, obtaining valuations and conducting research
Scanning documents onto back office-system when required
General administrative tasks such as filing, photocopying and collating information
Training:Level 3 Financial Services Administrator Apprenticeship.
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:
CF1 or R01 – awarded by The Chartered Insurance Institute (CII)
Completion of either CF1 or R01 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:A permanent position is available, and there is potential to develop further by undertaking additional exams to complete a Level 4 Diploma once the apprenticeship is completed.Employer Description:BP Sanders is an firm of independent financial advisers working in the heart of the Berkhamsted community for many years. We help our clients to make informed financial decisions giving them holistic advice on Life and Pension products, Mortgages and Inheritance Tax Planning. Trust, Truth and Transparency are the values our company stands for.Working Hours :Monday to Friday, 9am to 5.30pm.Skills: Communication skills,IT skills,Organisation skills,Team working,Enthusiastic,Positive attitude,Strong work ethic....Read more...
Administrative Support
Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates.
Maintain accurate records in line with company policies and regulatory requirements.
Process applications for Mortgages: including, Product Transfer and Deposits.
Support the management of client files, ensuring all information is up to date and securely stored.
Stakeholder Interaction
Provide a high standard of service when responding to customer enquiries and other departments within the business via phone, email, or and other members of the mortgage team
Assist with onboarding new clients, including verifying documentation and collecting necessary information.
Escalate more complex client requests to senior team members where appropriate.
Compliance and Regulation
Learn and adhere to financial regulations such as Anti-Money
Laundering, Know Your Customer, and GDPR, as well as FCA regulations in Mortgages.
Support the preparation of reports and documentation for compliance checks or audits.
Data Entry and Reporting
Accurately input financial data into systems and generate reports for internal use or external stakeholders.
Assist in reconciling financial records and identifying discrepancies.
Team Collaboration
Work closely with financial advisors, administrators, and other team members to deliver seamless client service.
Attend team meetings and training sessions to stay informed of company updates and industry developments.
Learning and Development
Actively engage in training to complete the Level 3 Financial Services Administrator qualification.
Shadow experienced team members to gain a deeper understanding of financial products, services, and processes.
Training:You will attend a mix of classroom sessions either or line and face to face with our Training Provider, Sklls North East.Training Outcome:Progression within company.Employer Description:NMS Financial Ltd specialises in providing a sound and comprehensive planning service for our clients.
We also look after clients that have been introduced to us via other financial practices, various Estate Agents, and some accountancy firmsWorking Hours :Monday to Friday between 9am to 5pm.Skills: 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,Patience....Read more...
Your will be the first point of contact, handling all incoming calls professionally
Gather the caller’s name, related property details, and query purpose before transferring to the appropriate team member
Monitor the enquiries inbox, ensuring all queries are addressed
Move resolved queries to the "DEALT WITH" folder to maintain inbox organisation
Proactively resolve customer enquiries to their fullest extent before escalating them to an Account Manager
Quickly assess the client’s position and provide updates as needed
Email completion letters in compliance with Ombudsman regulations
Follow up on unanswered calls within Property Perspective's acceptable time frame
Schedule introduction calls with valuers when necessary
Manage general office tasks, including maintaining plants, restocking dishwasher soap, milk, and coffee, and ensuring the photocopier is operational
Handle office supply orders
Welcome visitors, offer refreshments and inform the relevant team members of their arrival
Book viewings
Collect full details from applicants (name, phone, email, buyer status - FTB/NDP/SSTC, financial status - cash/mortgage)
Record all viewing details and ensure vendor contact
Confirm unverified viewings and notify vendors/buyers accordingly
Chase feedback from applicants post-viewing (three attempts: two calls, one email)
Update viewing feedback in the system, including all contact notes and initials
Notify vendors of feedback, record details, and complete Vebra feedback tasks
Record offers are available when account managers or assistants are unavailable
Training:
Business Administrator Level 3
An apprenticeship includes regular training with a college or other training organisation
At least 20% of your working hours will be spent training or studying
Training Outcome:Opportunities for a career within Residential Property, both administrative and sales based.Employer Description:Property Perspective is a dynamic New Homes sales agency, specialising in Part Exchange, Agency Assist transactions, New Home sales, marketing reports, and land acquisition advice. Established in 2008, we complete hundreds of property transactions annually for a diverse client base, from top UK housebuilders to small and medium-sized developers. Our mission is to sell property effectively, using our knowledge and expertise to benefit owner-occupiers-vendors and our developer clients.
Our head office is in the heart of Altrincham, a town that seamlessly blends historic charm with a vibrant, modern atmosphere. With its award-winning Altrincham Market, boutique shops, stylish bars, and cafes, the area creates a lively and inviting work environment. The office is extremely well connected to many local and Greater Manchester transport links.
At Property Perspective, we foster a progressive, positive workplace, offering strong support for career growth, personal development, and competitive remuneration. We’re dedicated to helping you build expertise within the property market, surrounded by a team and environment that aims to make work enjoyable and fulfilling. We value our owner-managed family feel and open-door policy while striving for dynamism and excellence in all we do.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Team working,Positive,Calm under pressure,Driven,Ambitious,Computer Literate,Articulate,Able to use Microsoft....Read more...
