Summary
We are seeking a motivated and proactive apprentice to join our team and assist with various daily business operations. This hands-on role offers a valuable learning experience, providing the opportunity to develop in-depth knowledge of the mortgage and protection industry.
Wage
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Training course
Financial services administrator (level 3)
Hours
Monday - Friday between 9.30am till 5.30pm including 1 hour lunch break between 12pm - 1pm.
35 hours a week
Start date
Monday 14 April 2025
Duration
1 year
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
This role requires taking up the following duties:
• Managing the mortgage adviser’s diary
• Liaising with the clients, collecting relevant documents and organising them in the relevant folders
• Chasing the lenders, providers and solicitors on a regular basis to help the process run smoothly
• Creating protection quotes as advised by the mortgage adviser, emailing clients with the relevant quotes and chasing them
Where you’ll work
540 Hertford Road
Enfield
EN3 5ST
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
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.
More training information
* L3 Financial services administrator Apprenticeship Standard
Requirements
Essential qualifications
GCSE in:
* 5 passes in total (including English & maths) (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
* IT skills
* Number skills
* Initiative
* Patience
* Social media skills