Underwriting & Portfolio Admin Apprentice (Level 6)

PKF FRANCIS CLARK; Wootton Bridge; On-site; GBP 20,000 - 25,000; Full time

Job summary

A leading financial services firm in Wootton Bridge is seeking a candidate for an asset-based lending apprenticeship. This role involves preparing minutes and credit papers, following compliance procedures, and liaising with teams. Candidates should have A Levels or equivalent and demonstrate strong communication and attention to detail. The apprenticeship offers training aligned with a Level 6 qualification, setting a foundation for future opportunities.

Benefits

Structured training program

Professional development opportunities

Supportive work environment

Qualifications

• Ability to manage time and prioritize workload effectively.
• Solid written and verbal communication skills.
• Excellent attention to detail and accuracy.
• Strong interest in ABL, banking, and financial services.
• Competent using Microsoft Office programs.

Responsibilities

• Prepare detailed minutes and credit papers.
• Follow AML/CDD procedures and prepare Risk Assessments.
• Liaise with Credit and Compliance teams.
• Visit prospects and present positive company image.

Skills

Time management

Written and verbal communication

Attention to detail

Collaborative working

Interest in ABL and financial services

Adaptability to change

Microsoft Office proficiency

Education

A Levels or equivalent

Job description

A leading financial services firm in Wootton Bridge is seeking a candidate for an asset-based lending apprenticeship. This role involves preparing minutes and credit papers, following compliance procedures, and liaising with teams. Candidates should have A Levels or equivalent and demonstrate strong communication and attention to detail. The apprenticeship offers training aligned with a Level 6 qualification, setting a foundation for future opportunities.