Apprentice Loan Administrator - London - Financial Services Administrator

Summary

A Financial Services Administrator Apprenticeship is a practical way to start a career in financial services, combining paid work, structured training, and a recognised qualification. Training is delivered by Fitch Learning, the leading provider for this apprenticeship standard.

Wage

£25,000 a year

Training course

Financial services administrator (level 3)

Hours

Monday-Friday, times to be confirmed.

40 hours a week

Start date

Sunday 20 September 2026

Duration

1 year

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

OVERVIEW

PURPOSE OF ROLE (WHAT IS REQUIRED OF THE JOBHOLDER TO ACCOMPLISH):

• The Analyst will primarily focus on providing proactive support to a team of Asset Managers, across all aspects as they manage a portfolio of loans/debt facilities and ensure compliance with policies, procedures, and timelines.
• To manage multiple deliverables to meet pre-agreed deadlines and deliver a consistent high level of service to clients, both internal and external, whilst adhering to policies and procedures.
• Meeting commitments, working independently, taking accountability, staying focused under pressure as well as showing the ability to adjust plans to meet changing needs.

RESPONSIBLE FOR:

Full time role at Analyst level, in the CRE Loan Servicing team in London. Primary function is to support colleagues in the day-to-day asset management of commercial real estate loans.

CORE RESPONSIBILITIES (FUNCTIONAL RESPONSIBILITIES):

Operational coverage of CRE Primary loan servicing.

Apprentice

Analyst

London

CRE Loan Servicing

Loan Servicing

Sam Larking, Director

EMEA Primary Servicing

June 2026

Classification: Internal mountstreet.com

• Management and accountability of the end-to-end Loan Onboarding process.
• Learn and understand loan portfolios.
• Reviewing loan documentation.
• Preparation of payments from Lender-controlled accounts.
• Requesting timely production of invoices (service fees, 3rd party) ensuring payments are received and accurately recorded/ diarised.
• Liaise with Loan Admin to ensure exposures are booked correctly and payments recorded as required.
• Support preparation of deal and portfolio reporting to client.
• Other duties as assigned.

SKILLS AND COMPETENCIES

• Strong oral and written communication abilities.
• Solid analytical and technical skills.
• Analytical skills to understand loan documents and borrower / loan structures, with a focus on exceeding client expectations.
• Strong organisational and time management skills.
• Ability to work in a team.
• Must be able to adapt quickly and efficiently to client-specific requirements and objectives.
• Ability to meet deadlines while achieving high levels of accuracy.
• Strong attention to detail and problem-solving skills.
• Ability to operate proactively and independently, whilst also working well within a team
• Highly motivated, organised and proactive ‘can-do’ attitude.

Where you'll work

100 Wood Street
London
EC2V 7AN

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

FITCH LEARNING LIMITED

Training course

Financial services administrator (level 3)

What you'll learn

Course contents

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.
• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.

Training schedule

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

Requirements

Essential qualifications

GCSE in:

Mathematics (grade B)

Desirable qualifications

A Level in:

Mathematics (grade c)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative
• Non judgemental
• Patience
• Physical fitness