Summary
Join BatesWilcox as an Apprentice Mortgage and Protection Admin! Dive into the dynamic world of finance, gain hands-on experience, and grow with a supportive team. Perfect for ambitious individuals eager to learn and make a difference.
Wage
£18,000 a year
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9:30 - 17:30.
40 hours a week
Possible start date
Monday 10 March
Duration
1 year
Positions available
1
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
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.
Where you’ll work
3 Mill Court
Mill Lane
Newbury
RG14 5RE
Training
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.
College or training organisation
SIMPLY ACADEMY LTD
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
* Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
* Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
* Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
* Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Your training plan
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.
Requirements
Essential qualifications
GCSE in:
* English, Maths and 3 other subjects (grade 4/C or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* Attention to detail
* Organisation skills
* Customer care skills
* Administrative skills
* Number skills
* Team working
* Initiative
* Adaptability
Other requirements
Must be able to commute to Newbury