Financial Administrator Apprentice

About this apprenticeship

Abundance Finance Ltd is a growing mortgage and protection brokerage that supports clients across the UK while helping advisers build successful careers in the industry. As part of a small but ambitious team, the apprentice will gain hands-on experience across the full mortgage advice process while learning directly from experienced brokers.
This role is designed to provide a strong foundation in the mortgage and protection industry, combining administration, client interaction and compliance support. The apprentice will gradually develop their knowledge of the industry, lender criteria and the overall advice process.
On a day-to-day basis, the apprentice will support brokers and the director with various operational and client-facing tasks, helping ensure cases progress smoothly from enquiry through to completion.
Key responsibilities will include:

Assisting with client enquiries and initial information gathering
Preparing documentation and supporting mortgage and protection applications
Liaising with lenders, solicitors and clients to help progress cases
Updating internal systems and ensuring client records are accurate
Supporting compliance and administrative processes
Learning how to research mortgage products and lender criteria
Assisting with general office and operational tasks where required

Training

The Financial Services Administrator Level 3 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.

What you could go on to do

Following the successful completion of the Mortgage Administrator apprenticeship, there will be an opportunity to progress into a further advanced apprenticeship within the mortgage industry. From there, the long-term goal is to develop into either a fully competent mortgage broker within the firm or move into a compliance-focused role, depending on where the apprentice’s strengths and interests lie.
At Abundance Finance, we are passionate about helping people build long-term careers in financial services. We provide the training, support and real-world experience needed to help individuals grow and succeed in the industry.