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

1 Warren & Co jobs in England & Wales