At a Glance
- Tasks: Support mortgage administration and client communication while gaining valuable experience.
- Company: Join Voyage Financial Planning, a leading independent advisory firm in Hampshire.
- Benefits: Earn while you learn with a structured apprenticeship and potential for full-time role.
- Other info: Enjoy a supportive team environment with opportunities for growth in financial advising.
- Why this job: Kickstart your career in finance with hands-on experience and professional development.
- Qualifications: GCSE English and Maths at Grade 4 or above required.
The predicted salary is between 18500 - 25000 £ per year.
The role will provide support across the business by assisting with mortgage administration, lender and solicitor chasing, provider follow-up, Letters of Authority (LOAs), client communication, and general workflow support. Your apprenticeship with City Skills will involve attending remote sessions bi-weekly and completing coursework alongside the role.
About the Employer
Voyage Financial Planning is an independent financial advisory firm based in Romsey, Hampshire, UK. The company provides personalized financial planning and wealth management services to individuals, families, and business owners. Its expertise includes investment planning, retirement and pension advice, inheritance tax planning, mortgage and protection advice, and long-term wealth preservation. Voyage focuses on building lasting client relationships by delivering tailored financial strategies that help clients grow, protect, and pass on their wealth with confidence. The firm is an appointed representative of 2plan Wealth Management Ltd, which is authorized and regulated by the Financial Conduct Authority (FCA).
What You'll Do
- Support the smooth progression of mortgage and financial planning cases
- Assist with mortgage lender, solicitor, and provider follow-up
- Support the sending and chasing of Letters of Authority (LOAs)
- Maintain accurate client records and workflow updates
- Support administration teams with day-to-day operational tasks
- Develop knowledge and understanding of mortgage and financial planning processes
- Maintain high standards of client communication and professionalism
- Support the overall organization and efficiency of the business
Training Outcome
Upon successful completion of the apprenticeship, there is a strong possibility of progressing into a full‑time Office Administrator role within the company. Potential progression to become a mortgage or financial adviser is possible after gaining further experience as an office administrator.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
- Initiative
- Non-judgemental
- Patience
Qualifications
Essential – GCSE English – Grade 4
Essential – GCSE Maths – Grade 4
Course Information
Course: Business administrator (level 3) – Level 3 – Route: Business and administration – Apprenticeship Level: Advanced
Working Arrangements
Working Week: Monday to Friday, 9am to 5pm with 1 hour lunch break – 35 hour working week
Expected Duration: 1 Year 6 Months
Training Provider: CITY SKILLS LIMITED
Office Administrator Apprenticeship employer: VOYAGE FINANCIAL PLANNING LIMITED
At Voyage Financial Planning Limited, we pride ourselves on being an excellent employer by fostering a supportive and dynamic work culture in Spearywell. Our apprenticeship programme not only equips you with essential skills in mortgage administration but also opens doors for significant career progression, backed by comprehensive training from City Skills Limited. Join us to be part of a team that values growth, collaboration, and the pursuit of excellence in financial planning.
Contact Details:
VOYAGE FINANCIAL PLANNING LIMITED Recruitment Team
