Summary
As a successful and ever-growing finance brokerage, Echo Finance are looking for an Apprentice Mortgage Administrator to join their team. You’ll enjoy a rewarding career as part of an award-winning company with a strong family culture, with progression opportunities for those who have an interest in becoming mortgage brokers.
Wage
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Training course
Financial services administrator (level 3)
Hours
Monday to Friday 9am to 5pm
35 hours a week
Start date
Monday 10 November 2025
Duration
1 year
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
Mortgage administrators at Echo Finance play a key role in our business, providing essential support to our brokers to help them deliver a 5-star service to our customers.
Day-to-day tasks our administrators carry out include:
* Handling incoming calls from our customers
* Providing support to advisors & clients
* Case audits & suitability gradings
* Using Microsoft packages including Outlook, Word and Excel (Google Workspace equivalents)
* Recording and updating customer records on our in-house Echo CRM
* Liaising with our clients, solicitors, estate agents, lenders, insurers & providers
Where you'll work
THE 1812 BUILDING
WHEATLEY PARK
WOODBOTTOM
MIRFIELD
WF14 8HE
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SIMPLY ACADEMY LTD
Training course
Financial services administrator (level 3)
What you'll learn
Course contents
* Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
* Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
* Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
* Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Training schedule
The Level 3 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.
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:
* CeMAP1 - awarded by 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.
Requirements
Essential qualifications
GCSE in:
5 passes in total (including English & maths) (grade 4/C or above)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
* Communication skills
* IT skills
* Attention to detail
* Team working
* Initiative
* Patience