Summary
Having expanded our group of mortgage advisers in the past couple of years we are now looking to establish a resolute admin team to provide crucial support. We are seeking a candidate who will play a pivotal role in enhancing the service we offer to our growing customer base by assisting our brokers effectively.
Wage
£18,500 a year
Training course
Financial services administrator (level 3)
Hours
Monday to Thursday 9am to 5.30pm - Friday 9am to 5pm.
40 hours a week
Start date
Tuesday 6 May 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
We are seeking a highly organised and proactive individual to join our team as an Administrative Support Specialist. Successful candidate will play a crucial role in ensuring the smooth day-to-day operations of our mortgage advisory firm, providing essential support to our advisers and contributing to outstanding customer service.
Key Responsibilities:
* Liaise with new customers to gather and organise necessary documents for mortgage applications
* Work closely with lenders to ensure efficient processing and secure mortgage offers quickly, keeping clients informed at every stage
* Follow a structured post-submission admin process to maintain clarity and accuracy within the business
* Provide timely updates to estate agents for clients who are buying a property
* Chase solicitors where required, particularly those recommended by Beechwood
* Offer a warm welcome to walk-in clients, ensuring they feel comfortable and valued
* Support brokers with researching protection options for clients with specific needs, such as adverse medical histories
* Answer incoming calls, collect basic client information, and route calls to the appropriate mortgage broker
* Attend weekly meetings with senior management to discuss workflow and suggest improvements to enhance the company’s performance
What We’re Looking For:
The ideal candidate will be an efficient multitasker with excellent communication skills and a strong commitment to customer service. They should thrive in a collaborative environment, pay attention to detail, and be able to prioritise tasks effectively to meet deadlines.
This is an opportunity to join a growing, client-focused team where your input will be valued, and your contributions will directly impact the success of our advisers and the satisfaction of our clients.
Where you’ll work
74 School Road
Tilehurst
Reading
RG31 5AW
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.
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
* Problem solving skills
* Team working
* Patience
* Adaptability
* Positive attitude