Training course - Financial services administrator (level 3)
Hours Monday – Friday 9am- 5.30pm
37 hours 30 minutes a week
Start date Monday 9 March 2026
Duration 1 year 6 months
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
This role will be to support our brokers and help progress mortgage and protection applications through to completion.
* It will involve communicating with broker, administrators, clients, lenders and other stakeholders in the house buying and refinancing process.
* This will require excellent communication and IT skills and will involve data entry and checking as well. Our administration team work closely with our brokers to provide our clients with the best possible service.
* The progression from apprentice to administrator should take between 18 month and 2 years and offers a progression to a well‑paid full‑time job with Trinity.
Where you'll work
155 Upper Street
London N1 1RA
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
DAVIES LEARNING SOLUTIONS LIMITED
Training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you’ll learn
* Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
* Deliver customer service to internal and/or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
* Collaborate with and support financial services teams with planned and ad‑hoc tasks or projects.
* Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
* Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
* Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
* Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
* Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
* Select and use appropriate communication methods for the audience and circumstances, and convey technical and non‑technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
* Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
* Plan, organise and prioritise own tasks, managing time and resources effectively.
* Identify opportunities for continuous improvement and recommend solutions to improve processes.
* Apply current and developing sustainable principles and techniques relative to role.
* Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
* Work in line with organisational equity, diversity, and inclusion policies.
Training schedule
Training will be via Davies, virtually.
Level 3 Financial services administrator apprenticeship.
Requirements
Essential qualifications
GCSE in:
English and Maths (grade Grade 4/C and 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
* Organisation skills
* Customer care skills
* Problem solving skills
* Administrative skills
* Number skills
* Logical
* Team working
* InitiativeNon judgemental
* Patience
Other requirements
Not applicable at the apprentice stage, but further financial checks and credit checks may be applicable if moving over to an adviser role at a later date.
About this employer
A mortgage and protection brokerage based in London.
http://www.trinityfinancialgroup.co.uk
Company benefits
A discretionary quarterly bonus incentive & discretionary annual pay review.
After this apprenticeship
Upon successful completion of your apprenticeship, you’ll move over to a fully qualified mortgage admin who will have their own team of brokers to look after, with the potential to move over to the mortgage broker side.
Click here for additional information: Mortgage Administrator Apprentice – Find an apprenticeship – GOV.UK
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