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Financial Administrator Apprentice
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Join Abundance Finance and start your journey in the mortgage industry. We are passionate about helping people build successful careers through hands-on training, real client exposure, and ongoing support. If you’re motivated, eager to learn, and want to grow in a fast-paced environment, we’d love to hear from you.
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
About the Role
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
- 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
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Learning and Development
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
The Financial Services Administrator Level 3 apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
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
Qualifications and Requirements
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.
GCSE in:
5 passes in total (including English & maths) (grade 4/C or above)
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Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
One of the key requirements is that applicants are located close enough to the office to commute via walking or public transport.
If you choose to drive, parking is available in the high street at a cost of approximately £8 per day.
About Abundance Finance
Abundance Finance Ltd is a directly authorised mortgage and protection brokerage supporting clients across the UK. We provide expert advice on residential, buy-to-let, and protection solutions, while also helping advisers build successful careers through training, support, and a collaborative broker network.
Career Progression
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
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.
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