Apprentice Mortgage Administrator

• 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