Summary
Are you looking for a career in the mortgage/finance industry? HLPartnership is looking for a Finance Administrator Apprentice to assist in helping our new members join the network. This will involve processing applications and conducting financial fitness checks so you will need to have an eye for detail and good communication skills.
Wage
£18,000 a year
Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9.00am to 5.00pm.
35 hours a week
Start date
Monday 2 June 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
* The role will involve processing applications and conducting financial fitness checks for advisors joining our network so you will need to have an eye for detail.
* As we work within the FCA regulations, we have to make sure we keep all our records up to date so you need to be able to follow processes and have a good understanding of IT.
* You will need to be able to communicate internally and externally via the phone, over the phone or via Teams.
Where you’ll work
First Floor Office, 6 Merus Court
Meridian Business Park
Leicester
LE19 1RJ
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
Training will take place at the office via webinars.
Requirements
Desirable qualifications
GCSE in:
* English (grade 4)
* Maths (grade 4)
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
* Administrative skills
* Team working