Apprentice Mortgage Administrator

Support mortgage advisers with administrative tasks Liaise with clients, lenders, and solicitors to gather and process documentation Input and maintain accurate client data on CRM systems Track mortgage applications from submission to completion Assist in preparing and reviewing mortgage and protection documents Handle client queries via phone, email, and in person Provide general office and clerical support to the wider team Learn and apply industry knowledge as part of apprenticeship training

Training:

Level 3 Financial Services Administrator apprenticeship standard.

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

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:

There is the potential to train & take further qualifications to progress to a Mortgage Adviser role.

Employer Description:
We are whole of market mortgage and protection advisers based in York. We offer advice to clients on their residential and Buy to Let mortgages. We also offer advice regarding life, critical illness insurance and income protection. We have been established since October 2020 and are an ambitious and growing firm.

Working Hours :
Flexible. Monday to Friday, 8.00am - 5.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Team working