Apprentice Mortgage Administrator

Mortgage Advice People Ltd

Apprenticeship summary

An exciting opportunity to join a friendly team of Mortgage professionals in their St Helens office where you’ll embark on a structured programme to develop a career in Financial Services, with the prospect of training to become a qualified Mortgage Adviser in the future.

Apply To Vacancy

Closing date: January 8, 2024

LCR BeMore
Total hours per week:
Expected duration (weeks):
Positions (available):
Date posted:
November 17, 2023
Possible start date:
January 15, 2024
Apprenticeship level:


  • Data Entry into a number of different systems
  • Dealing with phone calls
  • Chasing payments
  • Speaking to lenders and progressing cases
  • Speaking to clients to provide updates and request information
  • Any other duties as required by the employer

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
  • The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles

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:

  • CeMAP (UKFR) module 1 – awarded by The 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
  • The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
  • Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
  • This apprenticeship offers a route for a career in the financial sector, with a potential opportunity to train as a Qualified Mortgage Adviser


Mortgage Advice People Ltd

Based in St Helens in the heart of the Northwest, Mortgage Advice People offer whole of market mortgage advice on a face to face basis in all of our surrounding areas including St Helens, Wigan, Liverpool and Warrington.


Training Provider:


Apprenticeship standard:

Financial services administrator (level 3)