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Mortgage and Protection Administrator Apprentice
Apply From: 20/02/2025
Learning Provider
Delivered by SIMPLY ACADEMY LTD
Employer
BATESWILCOX MORTGAGE SOLUTIONS LTD
Vacancy Description
As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include:
* Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone.
* Documentation: Preparing and managing paperwork for mortgage applications and protection policies.
* Data Entry: Updating client information and maintaining accurate records in the system.
* Support: Providing administrative support to mortgage advisors and protection specialists.
* Research: Gathering information on mortgage products and protection plans to assist advisors.
* Compliance: Ensuring all processes comply with regulatory requirements.
This role is perfect for someone who is detail-oriented, organised, and eager to learn about the financial services industry.
Key Details
Vacancy Title
Mortgage and Protection Administrator Apprentice
Employer Description
BatesWilcox Mortgage Solutions Ltd is a mortgage broker based in Newbury, Berkshire. They offer a range of services including:
* Mortgage Advice: Helping clients find the right mortgage product for their needs, whether it’s for a first home, a holiday/investment property, or re-mortgaging.
* Protection Services: Providing advice on various protection products to ensure clients and their families are financially secure.
* Specialist Services: They are authorized to advise on mortgages using the Own New Scheme, which is designed for new build properties.
Their goal is to simplify the mortgage process and provide peace of mind to their clients through clear and comprehensive advice.
Vacancy Location
3 Mill Court Mill Lane RG14 5RE
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000303483
Key Dates
Apply From
20/02/2025
Closing Date For Applications
2025-03-07 23:59:59
Interview Begin From
Possible Start Date
2025-03-10 00:00:00
Training
Training to be Provided
The 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.
Learning Provider
SIMPLY ACADEMY LTD
Skills Required
Communication skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Team working, Initiative, Adaptability
Apply Now
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