Business Administration Apprenticeship

Lloyd & Co Financial Planning Ltd

An exciting position has become available for a full-time, permanent Mortgage Administrator Apprenticeship, based in Southport. The role would be ideal for someone looking to have a career in Financial Services. Experience isn't essential and school working hours would be considered.

Apply now

Weekly wage


Total hours per week

37.5 hours

Expected duration

24 months

Possible start date

08 Oct 2021


  • Check mortgage packs and documents as provided by clients to ensure full compliance throughout
  • Submit mortgage and Protection applications online
  • Check progress of applied cases, obtaining regular updates and dealing with any lenders requests to ensure the application is progressed to offer as efficiently as possible
  • Package documents and forward/upload to the lender
  • Keep in contact with lenders and update Advisers on progress of applications
  • Liaise with Estate Agents, Valuers, Lenders and Solicitors when required and appropriate
  • Send review letters for all cases that are due for review within a four month time period
  • Chase payment of procurement fees that are overdue by more than four weeks and resolve any issues / queries
  • Ensure that files are fully compliant and meet the standards required
  • Transfer documents and files to CRM Key system and input new mortgage details on the system
  • Check client’s mortgage offers are accurate and match the details contained in the client’s illustration
  • Write suitability letters to the clients confirming the basis of our recommendation
  • Proof-read and check suitability reports as written by colleagues
  • General clerical and administration duties as requested
  • Any ad-hoc and reasonable task, as requested

Working week

Monday - Friday (Times to be confirmed)

37.5 hour per week

Date posted

13 Sep 2021

Apprenticeship Level

Advanced Level Apprenticeship


1 available

Requirements and prospects


  • A good knowledge of Microsoft Outlook, Word and Excel
  • Be organised and be able to prioritise, manage workload effectively and multi-task
  • Acutely accurate attention to detail
  • Be articulate and have a good command of written and verbal English
  • Work well as part of a team and autonomously


Maths and English GCSE (or the equivalent). 

Personal Qualities

  • Ability to communicate well when liasing with clients, solicitors, estate agents, mortgage lenders etc
  • Have a proactive attitude and use initiative rather than waiting to be given information/responsibilities
  • Excellent spelling and grammar
  • Basic IT skills (be able to use a database and back-office system well)
  • Have attention to detail, this skill is imperative to this role

Future Prospects

Upon completion of the apprenticeship, the learner may be offered permanent employment.

About the employer

Lloyd & Co Insurance Services is a highly successful Financial Services Group. Their clients include private investors, high-net-worth individuals, entrepreneurs and owner-managed businesses who are predominantly referred to through an extensive range of professional.


Lloyd & Co Financial Planning Ltd


First Floor
Hoghton Street

Training provider

Business Administrator Level 3.

Learning and understanding the mortgage and Protection process. 

Training framework

Business administrator

Training provider

The Communiversity

Application instructions

Application closing date: 07 Oct 2021

Apply now

Crafted in Liverpool by Kaleidoscope