Financial Services Administrator Apprenticeship

MORTGAGE ADVICE HUB LTD

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About the Role

Be a part of this well established mortgage brokers whom are currently seeking an administrator to support their busy team of mortgage advisers. If you are a good communicator looking for a rewarding career in this field then this could be the perfect job for you.

  • Mortgage application processing - ensuring all documentation is accurate and submitted on time
  • Liaising directly with clients and act as the primary contact for clients, lenders and third parties
  • Providing updates and handling queries efficiently
  • Document management - ensuring all client files and records are maintained
  • Compliance with regulatory requirements and company policies
  • Providing full administrative support (diary management, scheduling of appointments and preparing reports)
  • Great opportunity for career progression and development
  • Comprehensive support and training 
  • Opportunity to progress to a fully qualified Mortgage Adviser

About the 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 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

About the Employer

A well established mortgage brokers dedicated to providing exceptional mortgage solutions to clients both locally and nationally,

Skills Required

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Team working
  • Initiative
  • Microsoft Office proficiency

Training Provider

SIMPLY ACADEMY LTD

Course/Training

Financial services administrator (level 3)

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