Apprentice Mortgage Services Administrator

Introduction

Join a growing family-run business where your contribution genuinely matters. With the chance to build a long-term career in Mortgage administration.

You will receive dedicated 1-to-1 training and support to help you develop confidence, skills, and real industry experience.

About the Employer

Established in 2000, Warren & Co is a team of experienced mortgage and financial advisors who offer friendly, easy-to-understand advice to Customers across the UK.

Being independent we work with a full range of UK mortgage providers and financial organisations, which allows us to find the most suitable lenders or providers for your situation.

Having worked in the industry for many years we have developed a strong reputation for offering excellent service whilst delivering excellent mortgage deals and financial services.

Trust, honesty and integrity are at the core of everything we do ensuring our customers know they are in a safe pair of hands when we are looking after their financial requirements.

What You'll Do

• Assisting with day-to-day mortgage administration and client support
• Processing Mortgage documents accurately and efficiently
• Maintaining client records and ensuring information is kept up to date
• Supporting advisers and senior team members with administrative tasks
• Handling incoming calls, emails, and client enquiries in a professional manner
• Learning mortgage processes, systems, and compliance procedures
• Scheduling appointments and managing diaries where required
• Assisting with reports, data entry, and document preparation
  Developing knowledge of mortgage products, services, and regulations
• Working towards industry qualifications alongside practical on-the-job training
• Building strong communication and organisational skills within a professional office environment
• Contributing to a supportive team within a growing business with progression opportunities

Training Outcome

• Permanent post with progression opportunities available
   

Skills Required

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Initiative
• Eager to learn
• Positive attitude
• Professional attitude

Qualifications

• Essential - GCSE - 5 subjects including maths and english - 4 or above
• Essential - A Level - minimum 2 subjects - D/above

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday to Friday 9am to 5pm

Expected Duration: 1 Year

Training Provider: SIMPLY ACADEMY LTD