At a Glance
- Tasks: Support mortgage brokers and deliver top-notch service to clients.
- Company: Join Echo Finance, a thriving finance brokerage with a family culture.
- Benefits: Enjoy career progression, in-house training, and a supportive work environment.
- Other info: Opportunity to achieve CeMAP qualifications and grow into a mortgage broker role.
- Why this job: Kickstart your career in finance and make a real impact in a dynamic team.
- Qualifications: Strong IT skills, excellent communication, and attention to detail required.
Monday - Friday 9am-5pm UK Time (Closed weekends and public holidays)
Apprentice Mortgage Administrator Careers at Echo Finance
Not a Network, not a Club. Something much much better
As a successful and ever-growing finance brokerage, Echo Finance are always looking for mortgage administrators and trainee mortgage administrators to join our expanding team.
With us you’ll enjoy a progressive, rewarding career as part of an award winning company with a strong family culture and in-house training opportunities, whether you’re looking to begin or further your career in financial services.
Mortgage administrators at Echo Finance play a key role in our business, providing essential support to our brokers to help them deliver a 5-star service to our customers.
Day-to-day tasks our administrators carry out include:
Handling incoming calls from our customers
Providing support to advisors & clients
Case Audits & Suitability Gradings
Using Microsoft packages including Outlook, Word and Excel (Google Workspace equivalents)
Recording and updating customer records on our in-house Echo CRM
- Liasing with our clients, solicitors, estate agents, lenders, insurers & providers
What you must have:
- Proficiency with IT systems
- Excellent communication skills, both written and verbal
- Ability to juggle multiple tasks and prioritise effectively
- Strong attention to detail and organisational skills
- Proficient in Microsoft packages (Outlook, Word, Excel)
Apply for this position
If you have the skills and experience required apply now for immediate consideration.
First Name:
Email Address:
Contact Number:
CV (.pdf, .doc, .docx – 5 MB or less)
Covering Letter / Other attachments (optional) (.pdf, .doc, .docx – 5 MB or less)
- Ongoing professional development & career progression opportunities
- Genuine career growth - Be part of a highly successful financial services firm
- A dynamic, supportive environment where you can make a real impact
- Achieve CeMAP 1 via apprentice scheme in partnership with Simply Academy
If you’re ready to get started in your mortgage administration career apply today!
Why work at Echo Finance?
With a strong track record in providing quality advice to our clients, we have been able to see sustained growth. You will enjoy a friendly and supportive working environment in the countryside of West Yorkshire, as part of an award-winning team of mortgage brokers.
As an administrator, you will be right at the heart of our client\'s operations, handling a diverse range of tasks to keep things ticking over smoothly.
We also offer progression and training opportunities for our administrators who have an interest in becoming mortgage brokers. After a minimum of two years’ service, we will help admin staff obtain CeMAP qualifications and join our adviser roster.
Not seeing the right position for you or no current vacancies?
If you think you can add value to our team we’d love to hear from you. Please register your interest for future roles by emailing careers@echofinance.co.uk and attaching your CV.
We’ll keep your records on file and contact you as soon as a suitable position arises.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
IF YOU ARE THINKING OF CONSOLIDATING EXISTING BORROWING YOU SHOULD BE AWARE THAT YOU MAY BE EXTENDING THE TERMS OF THE DEBT AND INCREASING THE TOTAL AMOUNT YOU REPAY.
Legal Information
Echo Finance Limited is registered in England and Wales (6939070) and is authorised and regulated by the Financial Conduct Authority and is on the Financial Services Register (570073). The Guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. We are a credit broker, not a lender. ICOZ3021614.
Our registered office is The 1812 Building, Wheatley Park, Mirfield, West Yorkshire, WF14 8HE.
The Financial Conduct Authority does not regulate Will Writing, Estate Planning and some forms of Mortgages.
The rates shown are for illustrative purposes only, they should not be taken as any form of advice or recommendation. Actual mortgage quotes are based on individual circumstances.*Example rate shown is a 5 year fixed rate mortgage from HSBC with an initial rate of 3.99% for 5 years; then reverts to SVR after intro period (26/03/2025).
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.
Echo Finance and its branding are registered trademarks with the Intellectual Property Office under numbers UK00004153470 and UK00004153463.
Terms & Conditions
We conduct both regulated and unregulated business and therefore not all products provided through us are regulated by the Financial Conduct Authority. We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business). Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.
At Echo Finance, we strive to provide informative guides and tips, however, please note that you use the information provided at your own risk. We cannot be held liable for any issues that arise from using the information provided.
The information found on our website is not tailored advice specifically for each individual reader and therefore should not be taken as financial advice.
Our team is updated regularly to keep up with changing lender criteria and policies, so be sure to contact one of our advisors for accurate up-to-date information. All of the advisors we work with are qualified to provide advice and partner with firms authorised and regulated by the Financial Conduct Authority. These specialists are regulated professionals who can provide tailored advice that fits your needs.
Apprentice Mortgage Administrator (Mirfield) employer: Echo Finance Limited
Echo Finance is an exceptional employer, offering a supportive and dynamic work environment in the picturesque countryside of West Yorkshire. As an Apprentice Mortgage Administrator, you will benefit from in-house training, genuine career progression opportunities, and the chance to achieve your CeMAP qualifications, all while being part of an award-winning team dedicated to delivering outstanding service to clients.
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice Mortgage Administrator (Mirfield)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Echo Finance Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Apprentice Mortgage Administrator (Mirfield)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Echo Finance Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Echo Finance Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Echo Finance Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Echo Finance Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Echo Finance Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Echo Finance Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
