We are seeking a highly organised and proactive individual to join our team as an Administrative Support Specialist. Successful candidate will play a crucial role in ensuring the smooth day-to-day operations of our mortgage advisory firm, providing essential support to our advisers and contributing to outstanding customer service.
Key Responsibilities:
Liaise with new customers to gather and organise necessary documents for mortgage applications
Work closely with lenders to ensure efficient processing and secure mortgage offers quickly, keeping clients informed at every stage
Follow a structured post-submission admin process to maintain clarity and accuracy within the business
Provide timely updates to estate agents for clients who are buying a property
Chase solicitors where required, particularly those recommended by Beechwood
Offer a warm welcome to walk-in clients, ensuring they feel comfortable and valued
Support brokers with researching protection options for clients with specific needs, such as adverse medical histories
Answer incoming calls, collect basic client information, and route calls to the appropriate mortgage broker
Attend weekly meetings with senior management to discuss workflow and suggest improvements to enhance the company’s performance
What We’re Looking For:
The ideal candidate will be an efficient multitasker with excellent communication skills and a strong commitment to customer service. They should thrive in a collaborative environment, pay attention to detail, and be able to prioritise tasks effectively to meet deadlines.
This is an opportunity to join a growing, client-focused team where your input will be valued, and your contributions will directly impact the success of our advisers and the satisfaction of our clients.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
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
Professional Qualifications:
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.Training Outcome:This role presents an exciting opportunity to hone your skills and grow within our team. With dedication and drive, there is potential for future progression to the position of Administration Team Manager, where you would oversee a small team of administrators and play a key role in shaping Beechwood's success. Alternatively, if your ambitions lie in an advisory capacity, you may advance into an advice-based role, further expanding your career within the company. Whatever your aspirations, we are committed to supporting your professional development and helping you achieve your goals.Employer Description:Since 2001, Beechwood Mortgages has been helping customers secure the ideal mortgage. Backed by a team of experienced advisers, we provide guidance at every step, ensuring you find the right mortgage tailored to your needs. Our mission is straightforward: to support homeowners by keeping costs low and the process hassle-free.Working Hours :Monday to Thursday 9am to 5.30pm - Friday 9am to 5pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Patience,Adaptability,Positive attitude....Read more...
