Introduction

The role will provide support across the business by assisting with mortgage administration, lender and solicitor chasing, provider follow-up, client communication, and general workflow support.

Your apprenticeship with City Skills attending remote sessions bi-weekly completing coursework alongside the role.

About the Employer

Voyage Financial Planning is an independent financial advisory firm based in Romsey, Hampshire, UK. The company provides personalised financial planning and wealth management services to individuals, families, and business owners. Its expertise includes investment planning, retirement and pension advice, inheritance tax planning, mortgage and protection advice, and long-term wealth preservation. Voyage Financial Planning focuses on building lasting client relationships by delivering tailored financial strategies that help clients grow, protect, and pass on their wealth with confidence. The firm is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

What You'll Do

The Apprentice Administrator will help to:

Support the smooth progression of mortgage and financial planning cases
Assist with mortgage lender, solicitor, and provider follow-up
Maintain accurate client records and workflow updates
Support administration teams with day-to-day operational tasks
Develop knowledge and understanding of mortgage and financial planning processes
Maintain high standards of client communication and professionalism
Support the overall organisation and efficiency of the business

Training Outcome

Upon successful completion of the apprenticeship, there is a strong possibility of progressing into a full‑time Office Administrator role within the company
Potential progression to become a mortgage or financial adviser once spent more time as a office administrator

Skills Required

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Team working
Initiative
Non judgemental
Patience

Qualifications

Essential - GCSE - English - 4
Essential - GCSE - Maths - 4

Course Information

Course: Business administrator (level 3)

Level: 3

Route: Business and administration

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday to Friday 9am to 5pm with 1 hour lunch break- 35 hour working week.

Expected Duration: 1 Year 6 Months

Training Provider: CITY SKILLS LIMITED

1 Voyage Financial Planning Limited jobs in England & Wales