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Mortgage Business Administrator Apprentice at WATSON AND COMPANY BRISTOL LTD

  • Work with our mortgage advisors (brokers) to assist them with client contact and delivering a high quality service
  • Process mortgage & protection business from submission to completion
  • Making sure all applications are accurate and complete, and that all supporting documentation has been provided as required by compliance
  • Liaise and maintain relationships with lenders, conveyancers, and surveyors to provide regular updates to customers
  • Thoroughly check mortgage offers to make sure there are no errors
  • Keeping a close eye on processes and feedback to ensure the best possible journey for our customers
  • Support the office in a broad range of internal and external related communications and administration
  • Answering the telephone, accurately taking messages and passing them on and booking in appointments for advisors.
  • Compliance - Adhering to all relevant regulations, company policies, and procedures, including anti-money laundering and financial crime protocols

WATSON AND COMPANY BRISTOL LTD

With over 40 years of combined industry experience, we’ve developed a distinct approach to providing financial services.

Everything we do is informed by the knowledge we’ve gained across the financial sector, and delivered to the highest possible standards of customer care. We’re known industry-wide for the relationships we build, from the connections we’ve developed across a comprehensive panel of lenders to the clients who come back time and again. We don’t do a lot of advertising: our business growth has come from customer referrals. We keep it simple, providing a personal service that both we and our clients enjoy. That means no call centres and no jargon; just friendly people and appointments at your convenience, either over the phone, at our Clifton offices or in the comfort of your own home.

Apprentices will work closely with a knowledgeable mentor who has progressed from an administrative role to Mortgage and Protection Consultant. Initial training will be intensive for the first few weeks, with ongoing hands-on learning and guidance throughout the apprenticeship.

Apprentices may progress into roles such as Mortgage Advisor, Training, Management, or Senior Mortgage Administrator, among other pathways.

  • Weighting: Essential
  • Qualification Type: GCSE
  • Subject: English
  • Grade: 4/C

  • Weighting: Essential
  • Qualification Type: GCSE
  • Subject: Maths
  • Grade: 4/C
  • Communication skills
  • Attention to detail
  • Problem solving skills
  • Client-focused approach
  • Professional telephone manner
  • Professional appearance

£15,470 a year

BRISTOL, BS8 2QN

Advanced Level Apprenticeship

Monday to Friday, 9:00AM – 5:00PM. 1 hour unpaid lunch break.

2

Business and administration

2000017317

How to apply

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Need Help?

If you need help with your application, or have further questions, contact the recruitment team by phone on 01934 411594 or by email on apprenticeships@weston.ac.uk

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