Summary
To provide administrative support to the Mortgage & Protection Team while working towards a Level 3 Financial Services Administrator qualification. This role offers a combination of on-the-job training and formal study, equipping you with the skills and knowledge to thrive in a financial service environment.
Wage
£12,313.60 a year
Training course
Financial services administrator (level 3)
Hours
Monday to Friday between 9am to 5pm.
37 hours a week
Possible start date
Monday 24 February
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
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.
Where you’ll work
11
KINGFISHER WAY
SILVERLINK BUSINESS PARK
NEWCASTLE UPON TYNE
NE28 9NX
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
SKILLS NORTH EAST LIMITED
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
You will attend a mix of classroom sessions either or line and face to face with our Training Provider, Sklls North East.
Requirements
Essential qualifications
GCSE in:
* English (grade Grade 4 or higher)
* Mathematics (grade Grade 4 or higher)
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
* 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