Mortgage Administrator Apprentice

Mortgage administrators at Echo Finance play a key role in our business, providing essential support to our brokers to help them deliver a 5-star service to our customers.

Day-to-day tasks our administrators carry out include:

Handling incoming calls from our customers Providing support to advisors & clients Case audits & suitability gradings Using Microsoft packages including Outlook, Word and Excel (Google Workspace equivalents) Recording and updating customer records on our in-house Echo CRM Liaising with our clients, solicitors, estate agents, lenders, insurers & providers

Training:

The Level 3 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.

Training Outcome:

Progression and training opportunities for our administrators who have an interest in becoming mortgage brokers.

Employer Description:
Echo Finance is a whole-of-market Mortgage, Later Life, Protection & Home Finance brokerage who help people all over the UK achieve their financial goals. With a strong track record in providing quality advice to our clients, we have been able to see sustained growth. You will enjoy a friendly and supportive working environment in the countryside of West Yorkshire, as part of an award-winning team of mortgage brokers. As an administrator, you will be right at the heart of our client's operations, handling a diverse range of tasks to keep things ticking over smoothly.

Working Hours :
Monday to Friday 9am to 5pm

Skills:
Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience