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....Read more...
Client Communication: Serve as the first point of contact for clients via phone, email, and in-person visits. Handle inquiries professionally and direct them to the appropriate advisor.
Appointment Scheduling: Coordinate and schedule client meetings, ensuring advisors’ calendars are managed effectively.
Document Management: Prepare, review, and manage mortgage application documents. Ensure all required documents are accurately completed and filed.
Data Entry: Maintain and update client information in our database with high accuracy and submitting mortgage applications to banks.
Follow-ups:Assist in following up with clients on required documentation and application status.
Compliance: Assist in ensuring compliance with regulatory requirements by maintaining up-to-date records and assisting with audits.
Administrative Support: Provide general administrative support to mortgage advisors, including preparing reports, presentations, and correspondence.
Coordination: Liaise with lenders, solicitors, and other third parties to facilitate smooth processing of mortgage applications.
Marketing Support: Assist with marketing activities such as managing social media accounts, preparing newsletters, and organizing events.
Training:You will be studying a Level 3 Business Administrator apprenticeship standard over an 18-month period. This is a fully work based programme you will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider.Training Outcome:
Progression from the role can lead to various pathways within the business including furthering their learning and completing CeMap and becoming a fully qualified mortgage advisor with OTE earnings of £50k+
Employer Description:A newly established Mortgage Advice and Protection company operating under JMH Partners Ltd however use the Mortgage Advice Bureau as their network.Working Hours :Monday to Friday, 9am - 4pm (30 hours per week. - Overtime AvailableSkills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,IT skills,Number skills,Organisation skills,Problem solving skills....Read more...
Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually moving on to telephoning warm leads and making appointments
Training: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
Training Outcome:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
Inputting mortgage applications into lenders' portals
Uploading documents onto our CRM system and lender portals
Actively liaising with clients and estate agents for progress updates
Checking through client documents i.e. bank statements and payslips to ensure they meet compliance requirements and to ensure the correct documents are on file
Answering phone calls and responding to emails promptly and professionally
Training:Business Administrator Level 3.
The training will take place both virtually and in the workplace.
A Work Based Tutor will be assigned to the apprentice and will support them in their weekly minimum of 6 hours off the job training.Training Outcome:Potential full-time administrator role after apprenticeship.Employer Description:Chelmsford Mortgage Solutions was established in 2002 and is based in Moulsham Street in Chelmsford, Essex. We have a friendly team of fully qualified, experienced advisers so whatever your needs, please get in touch.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Initiative....Read more...
Mortgage administration
Use of our client management system
Excel spreadsheets
Interact with clients, brokers, and lenders
Training:
You will acheive the Level 3 Business Administrator Apprenticeship Standard
There are 8 workshops which you will need to attend (delivered by Teams)
You will have a mentor for one-to-one teaching and learning
In-house training will be given to support the specifics of the role
Training Outcome:
Upon completion of the Apprenticeship, there will be ngoing opportunities for personal development and career progression
Employer Description:SRC started trading in 2001 and was founded by Managing Director Simon Torry. Four years later the company became incorporated as SRC Financial Services Limited, under the two trading styles of SRC Mortgage Solutions and SRC Wealth Management. In 2024 SRC Mortgage Solutions Limited was born, with Jack Avery & Josh McIlroy joining Simon Torry on the board of Directors.
Our mortgage team work with a variety of clients, ranging from first time buyers, all the way through to professional property investors. We have strong connections in the affordable housing sector, where we also provide support services to some of the country's major housing associations.Working Hours :Monday to Thursday, 9.00am - 5.00pm and Friday, 8.00am - 4.00pm on. 45 minute lunch break.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills....Read more...
Each day you'll support our busy team by:
Making calls to lenders and solicitors
Updating case files
Handling advisor queries
Creating marketing materials, and managing referrals.
You’ll learn to use mortgage systems and build strong communication and organisational skills.
Training Outcome:Upon completing the apprenticeship, there is potential to progress into a full-time Administrator role within the business. From there, you could move into more senior positions such as Case Manager, Compliance Support, or Marketing Assistant. With experience and further training, you could even explore routes into Mortgage Advising, Protection Advising, or other roles within our wider Yellow Brick Group, including Financial Planning and Estate Planning.Employer Description:Yellow Brick Mortgages is a national award-winning, independent mortgage brokerage based in Norwich. Since launching in 2018, we’ve grown rapidly, now supporting over 75 authorised advisors across the UK. We provide whole-of-market mortgage advice and pride ourselves on delivering exceptional customer service—something reflected in our 5,500+ 5-star Trustpilot reviews and our status as the UK’s #1 rated finance broker on the platform.
We’re more than just a mortgage firm. Community is at the heart of what we do. We’ve donated over £140,000 to local charities, planted 14,000+ trees for completed mortgages, and invested more than £150,000 in grassroots sports sponsorships. We also offer financial planning, wills, and estate planning through the wider Yellow Brick Group.
Our company ethos centres on support, growth, and doing the right thing—both for our clients and our team. We encourage learning, reward initiative, and believe in giving back. Joining us means becoming part of a forward-thinking business with a big heart and even bigger ambitions.Working Hours :Monday to Friday 9am to 6pm with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Approachable,Warm & Friendly,Presentable....Read more...
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 5pmSkills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience....Read more...
• General daily admin duties• Taking and directing external & internal phone calls• Sending & receiving emails• Solicitor updates• Invoicing• Broker fee collection• Meeting & greeting customers• Online stationery ordersTraining:
Level 3 Business Administrator
Functional skills
Work based learning
Training Outcome:
Progression onto full time employment
Employer Description:Our founding Director, Richard Tingey set up as a broker back in February 1996. He formed Tingey & Thompson t/a Options Mortgage Centre in 1998 and the company joined the Tenet Network in the same year, moving to the Primis Network in February 2024.
Pete Burdell our second director, joined the firm in 2017, and became a director in 2023. We became a limited company in 2023. We have traded from the same premises on Topping St, Blackpool since January 2000.
We have a combined experience in years across all the team members of 250 years’ in financial services & across the team we convert on average up to 1,500 mortgage applications per annum alongside insurances to support the customer in the event of the unforeseen.
Our head office on Topping Street Blackpool houses all our admin, two of our senior advisers and both directors. We have got more than four thousand live and returning regular clients.Working Hours :Monday- Friday 10am- 5pm
1 hour unpaid lunch
Flexible hours depending on availabilitySkills: IT skills,Customer care skills,Reliable....Read more...
· Assist in processing mortgage applications and documentation.
· Conduct research on mortgage products and market trends.
· Provide administrative support to the mortgage advisors.
· Communicate with clients, lenders and stakeholders.
· Maintain accurate and organized records in compliance with industry regulations.
· Collaborate with team members to ensure smooth workflow.Training:The Financial Services Administrator (Level 3) 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:Right candidate may have the opportunity for career advancement within the company.Employer Description:Our core mission as a company is to help our customers achieve their purpose in finding a new, dream home, and because we know that every case is different, we take care to individually assess the needs and finances of our customers . Why? Well, the answer is simply this: our aim is to find solutions that are best tailored for every scenario and customer we come across.Working Hours :Monday to Friday 9.30am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Motivated,Punctual....Read more...
General administrative duties in a very busy office
Maintaining client files
Completing take on procedures for new work
Scanning, saving and printing documents
Filing and archiving
Call handling
Handling sensitive information in a confidential manner
Training:
Business Administrator Apprenticeship Standard Level 3
Maths and English functional if required
Training completed both on and off the job
Training delivered face to face and online by an assessor and supported by the employer
Training Outcome:
This can be discussed at the interview stage
Employer Description:We specialise in all forms of mortgage from the straight-forward to those that are more complex and unusual. We always aim to be inclusive and help all applicants. Of course, we cannot place everybody but at the very least we can make suggestions as to how you can improve your chances and position you best so that one day you can buy that dream home!
With a clear and concise application process, our standards are high and with thorough research we aim to deliver and meet and even exceed client expectations.
Based in the North West of England we offer advice locally and much further afield, especially with the technology available now.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Initiative,Non judgemental....Read more...
We will provide you with fantastic training covering all aspects of Estate Agency and Customer Service. You will also, benefit from a continuous regional marketing campaign that will assist in creating business opportunities as well as those opportunities created by you whilst building your business in your core area.
Being an Apprentice Sales & Lettings Negotiator you will be responsible for maintaining contact with applicants, arranging viewings and obtaining feedback, generating valuation opportunities, generating mortgage and conveyancing opportunities, communicating offers to both Vendors and Landlords
What to expect from working with Tiger Sales & Lettings as an Apprentice Sales & Lettings Negotiator?
You will benefit from Tiger Sales & Lettings investment in marketing, technology and infrastructure to help you deliver an exceptional customer experience from start to finish
You will support tenants and landlords, buyers and vendors throughout their entire journey with Tiger Sales & Lettings, ensuring they receive a first class customer experience
Who is the ideal candidate to become a Tiger Sales & Lettings Sales & Lettings Negotiator?
We are looking for candidate’s that are looking to have a strong customer service or Sales career with a strong desire to provide a first class customer experience
You should be self-motivated with a determination to be successful with a can-do attitude that will allow you to be successful
You should have the ability to learn your local property market
You should be passionate about providing a first class customer experience and enthusiastic about revolutionising your local property market
You should be a hard working confident individual with superb communication skills both verbal and written
Training:
Business Administrator Level 3 Apprenticeship Standard
End-Point Assessment (EPA)
In-house training
Training Outcome:
A possible permanent position within the organisation for the right candidate
Potential to progress onto a dispensing course
Employer Description:Tiger Sales & Lettings was established in 2008 in Blackpool by Managing Director, Craig Webster.
Since 2008 Tiger Sales & Lettings has grown to cover the whole of Lancashire and the North West, with a focus on delivering exceptional personal customer service with the assistance of technology to bring a cutting edge to an ever changing property market.
Our team have a wealth of experience dealing with all aspects of selling, letting and managing properties.
Tiger Sales & Lettings are members of Propertymark and have a team of qualified NAEA & ARLA professionals to help guide you through all aspects of buying, selling and renting your property.Working Hours :This role will involve assisting with lettings administration work, providing valuable support to our team and clients including every Saturday.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
As an apprentice, you will take part in Clyde & Co’s tailor-made admin assistant training. Year 1 will be cover basic knowledge on how to be a legal secretary and year 2 cover will be their foundation level course. After the two years candidates are invited to apply for permanent positions within Clyde & Co as a legal support assistant. The aim of this programme is to provide someone with their first steps into the legal industry, to help them grow within their role enabling them to go on to become a successful legal support assistant and beyond.
Main Responsibilities:
Standard administrative tasks, i.e. photocopying, scanning, dealing with post, printing, efiling etc.
Scheduling and archiving of documents
Preparing letters and documents to send out
Uploading invoices from 3rd parties and expenses to our finance system
Entering timesheets
Booking meeting rooms and sending calendar invites
Running conflict checks and opening new clients/matters
Booking travel
Supporting BD with running events when needed
Supporting PAs and LSAs with billing
This list is not exhaustive and not all of the responsibilities will fall with every department you are placed in. There will also be additional responsibilities that are practice-specific.
Clyde and Co Benefits:
25 days holiday per year - with the opportunity to purchase an additional 5
Private Healthcare - Private Medical Insurance
Competative Pension Contribution
Fitness and Wellbeing Benefit max £350 per annum
Paid Wellbeing Day each year
Bupa Wellbeing
Dental Insurnace
Mental Health and Wellbeing
Life Assurnace
Group Income Protection
Mortgage Broker Service
Cycle to work Scheme
Employee Assistant Programme
My Family Care
Subsidised Office Restaurant - Staff Coffee Shop/Restaurant
Various social events
The terms and conditions of benefits may vary from time to time and in some cases, there is a qualifying period before you can access the benefit. Unless stated otherwise you will become eligible for these benefits upon successful completion of your probation period and six months’ service.Training:Business Administrator Level 3 Apprenticeship Standard.Training Outcome:Clyde & Co operate a 5 tier support structure that offers lots of progression for the future.
Admin Assistant
Legal Support Assistant
Practice Assistant
Hub-Leader
Legal Support Manager
The admin apprentice is their entry level role. If successful in your two years training contract you will be invited to apply for any vacant LSA roles in order to remain with the firm.Employer Description:Clyde & Co is a global law firm providing a complete service to clients in its core sectors of insurance, transport, energy, infrastructure and trade & commodities. Here you’re empowered with autonomy to work your way. To embrace every opportunity to accelerate your career doing interesting, stimulating work. To learn and broaden your outlook with global teams and clients. Supported by thoughtful, inspiring colleagues and mentors.Working Hours :Monday to Friday from 9:00am to 5:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working....Read more...
Throughout your time, you will undertake various admin based tasks within varying areas of law and learn how to be a legal secretary, taking part in Clyde & Co’s tailormade admin assistant training. Year 1 will be cover basic knowledge on how to be a legal secretary and year 2 cover will be our foundation level course. After the two years candidates are invited to apply for permanent positions within Clyde & Co as a legal support assistant. The aim of this programme is to provide someone with their first steps into the legal industry, to help them grow within their role and enabling them to gain valuable, wide ranging exposure to go on to become a successful legal support assistant and beyond.
Main Responsibilities:
Standard administrative tasks, i.e. photocopying, scanning, dealing with post, printing, efiling etc.
Scheduling and archiving of documents
Preparing letters and documents to send out
Uploading invoices from 3rd parties and expenses to our finance system
Entering timesheets
Booking meeting rooms and sending calendar invites
Running conflict checks and opening new clients/matters
Booking Travel
Supporting BD with running events when needed
Supporting PAs and LSAs with billing
This list is not exhaustive and not all of the responsibilities will fall with every department you are placed in
There will also be addition responsibilities that are practice specific
Clyde and Co Benefits:
25 days holiday per year – with the opportunity to purchase an additional 5
Private Healthcare – Private Medical Insurance
Competitive Pension Contribution
Fitness and Wellbeing Benefit max £350 per annum
Paid Wellbeing Day each year
Bupa Wellbeing
Dental Insurance
Mental Health and Wellbeing
Life Assurnace
Group Income Protection
Mortgage Broker Service
Cycle to work Scheme
Employee Assistant Programme
My Family Care
Subsidised Office Restaurant – Staff Coffee Shop/Restaurant
Various social events
The terms and conditions of benefits may vary from time to time and in some cases, there is a qualifying period before you can access the benefit. Unless stated otherwise you will become eligible for these benefits upon successful completion of your probation period and six months’ service.Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:Clyde & Co operate a 5 tier support structure that offers lots of progression for the future.
Admin Assistant
Legal Support Assistant
Practice Assistant
Hub-Leader
Legal Support Manager
The admin apprentice is their entry level role. If successful in your two years training contract you will be invited to apply for any vacant LSA roles in order to remain with the firm.Employer Description:Clyde & Co is a global law firm providing a complete service to clients in its core sectors of insurance, transport, energy, infrastructure and trade & commodities. Here you’re empowered with autonomy to work your way. To embrace every opportunity to accelerate your career doing interesting, stimulating work. To learn and broaden your outlook with global teams and clients. Supported by thoughtful, inspiring colleagues and mentors.Working Hours :Monday - Friday from 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working....Read more...
