Apprentice Mortgage Administrator
IMPARTIAL FINANCIAL MANAGEMENT LTD · WESTBURY, BA13 3PE
Financial services administrator (level 3)
A very exciting opportunity for this dynamic mortgage company who are looking for a Mortgage Administrator supporting the day-to-day operations of a mortgage brokerage by managing administrative tasks and ensuring smooth processing of mortgage applications.
The work
- Supporting day-to-day operations of a mortgage brokerage
- Managing administrative tasks and ensuring smooth processing of mortgage applications
- Maintaining and organising client files
- Coordinating communication between brokers and clients
- Preparing documentation, scheduling appointments, and handling enquiries
Key Responsibilities:
- Maintain and update client records and application files
- Coordinate documentation and communication between clients, lenders and mortgage brokers
- Schedule meetings, appointments, and follow-up tasks
- Prepare and review mortgage application documents for accuracy
- Handle client inquiries and provide timely responses
- Assist with office administrative duties as needed
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
Training provider: SIMPLY ACADEMY LTD
What you come out with
- The sky is the limit for the right candidate
- There will be many opportunities to progress, and we encourage our apprentices in their development
- Full training will be provided
What they are looking for
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Administrative skills
- Team working
- Initiative
- Proactive
- Multitasking
- Office software including CRM
Qualifications
- Essential · GCSE 5 subjects including maths and english 4 or above
Things to consider
The most important quality is empathy and good command of the English language, both verbal and written.
The employer
At Impartial Financial we are a family-owned mortgage brokerage dedicated to guiding our clients through the home financing process with personalized service and care. With years of experience in the industry, our close-knit team brings a personal touch to every transaction, ensuring that their unique needs and goals are met.
Workplace
- 24 WARMINSTER ROAD, WESTBURY, BA13 3PE