Up to £30,000 + BenefitsA talented, enthusiastic individual with a good head for numbers and a keen interest in providing key business critical analysis, is required to support the Compliance team of a market leading company helping customers make their property ambitions become a reality; be it their first home or a portfolio of buy-to-let (BTL) investment properties.Our client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.The ideal candidate will be excited by the prospect of joining a highly successful, growing business in a role offering a perfect opportunity to utilise their previous compliance experience gained from within the financial services sector or a related professional services industry such as accountancy, pensions or insurance. Professionalism, accuracy and an eagerness to learn are essential requirements of the role. Applications are also encouraged from Mortgage Brokers now looking to move into a compliance focussed role. Key Responsibilities
File checking mortgage and protection cases
Answering mortgage advisers questions
Approval of financial promotions
Process new member applications from advisers and introducers
Complete due diligence checks on the proposed adviser or introducer
Keep detailed records of the member application progress
Liaise with the Compliance Manager to authorise applicants to become advisers or introducers
Match incoming commissions to relevant adviser or introducer on the management system
Investigate commission queries or errors and identify and communicate pipeline issues
Skills & Experience
Good with numbers and have strong analytical & organisational skills
Proficient in the use of Microsoft office, in particular Excel
Knowledge of financial software and administrative procedures
Have proven experience of working as part of a team
Be keen to learn, enjoy working closely with other team colleagues and customers
Knowledge of the mortgage market or a similar regulated industry is desirable
A CeMAP a qualification is desirable, but absolutely not essential.
This is a great opportunity for a highly organised Compliance Administrator to join a flourishing, friendly and progressive company offering a competitive salary based on experience and genuine career development opportunities as the business continues to grow. Apply now!....Read more...
Duties and responsibilities will include:
Acquire and maintain knowledge of both NFU Mutual and NFU Mutual’s General Insurance products, including product licences and competencies for your role as applicable
Support the agency, covering other roles as needed to maintain required levels of customer service within authority limits and to contribute to the effective and efficient running of the agency
Maintain record keeping requirements for your role in accordance with NFU Mutual standards
Perform other duties or projects as assigned by Agent / Business Manager
Selling, reviewing and advising (where appropriate) on customer general insurance. Maintain own knowledge and skills to sell professionally and compliantly, delivering a consistently good experience to customers to meet the requirements and standards of NFUM, T&C scheme and our regulators
Identify and initiate cross-selling opportunities and activities to new and existing customers
Administer all customer instructions to meet NFU Mutual completion and compliance standards
Produce correspondence to required timeframes and quality standards
Deliver and contribute to the effective and efficient running of the Agency including managing and directing correspondence, processing renewals, stationery and filing, to maintain customer relationships, to enhance and protect NFU Mutual’s reputation and brand
Act as life introducer to obtain opportunities for life qualifier and meet agency target
Training:Level 3 Business Administrator Apprenticeship Standard which includes:
Level 2 Functional Skills in maths and English (if required)End-Point Assessment (EPA)
Via your ITEC tutor and on-the-job training, you'll get the opportunity to learn:
IT
Record and document production
Decision making
Interpersonal skills
Communication
Quality
Planning and organisation
Project management
Relevant regulation
Policies
External environment factors
Training Outcome:Possibility of a permanent position upon the completion of the apprenticeship. Employer Description:Welcome to NFU Mutual North Riding. Our Stokesley office works closely with our partner offices in Northallerton and Leyburn to provide customers with a personal and professional insurance and financial service across North Yorkshire, Teesside and beyond.
The North Riding team offer a combined service which means customers will have access to vast local knowledge, a wealth of experience and a commitment to providing high quality products and service.
We currently offer a wide range of services and products for our personal insurance customers, as well as our farming and commercial clients – particularly those in the hospitality, food and drink manufacturing, retail, property and estates sectors.Working Hours :Monday - Friday 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working....Read more...
Essential Functions:
Supervision, mentoring and advice will be provided to support the Medical Information Assistant Apprentice in the conduct and responsibilities listed below.
Responsibilities:
General administrative duties as delegated by management
Answering the main telephone line of the Company in a professional manner and transferring calls as appropriate
On an ad-hoc basis providing reception cover which includes meeting, greeting, and signing in all visitors to the ProPharma office in a friendly, courteous, and professional manner
Supporting the filing clerks, including opening the daily mail received into the company, franking, and posting the mail, filing, archiving and checking stationery stocks
Effectively perform in at least three task areas
Quality Assurance:
Maintaining a good level of quality in all aspects of the job
Complying with the procedures documented in the Company Standard Operating Procedures (SOPs) and Working Instructions (WIs)
General:
Having a solid working knowledge of, and complying with, the Standard Operating Procedures of ProPharma
Working in a professional manner at all times, with clients, customers, team members and management
Complying with the Company’s Health and Safety Policies
Ensuring the Confidentiality Statement within the Contract of Employment is always adhered to in respect of the data and property of ProPharma, its clients and employees of the business
Ensuring that any confidential information or personal data related to ProPharma and its clients is managed in accordance with Data Privacy regulations as described in ProPharma SOPs.
Other duties as assigned
Training:
Business Administrator Apprenticeship Level 3
Location - ProPharma, Olliver, Richmond DL10 5HX
Working 5 days per week including one day for study at Darlington College
Training Outcome:
After successful completion of the apprenticeship, a long-term position will be considered
Employer Description:ProPharma Group is an industry leading, single source provider for regulatory compliance, pharmacovigilance, and medical information services across the full development lifecycle for pharmaceutical, biotechnology, and medical device companies. Operating around the world with offices in Australia, Canada, Germany, Japan, the Netherlands, Sweden, United Kingdom, and the United States, ProPharma Group’s fully integrated service offerings will provide clients with a comprehensive suite of global support services that are required to be competitive in today’s dynamic markets. We build successful long-term relationships with clients by providing leading industry knowledge, experience, and proven processes.
Working in close partnership with our clients to improve the health and safety of patients, our global teams are committed to quality and excellence in everything we do to support clients throughout the full product lifecycle.Working Hours :Working Monday - Friday, 9.00am - 5.30pm with one hour for lunchSkills: IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Initiative,Work professionally,Good written communication,Good verbal communication,Accuracy,Productive,Prioritise,Manage workload,Understand and follow process,Pleasant and professional,MS Office literate....Read more...
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...
Tasks, Activities and Responsibilities
Provide professional administrative and secretarial support, this includes:
Audio and manuscript typing of general correspondence, letters, reports
Ensure reports and letters are formatted to company’s standards
Issue LoR and Liaise with Legal Team and Clients
Minute internal and external meetings to a high standard as required
Printing, copying and collating of documentation
Maintain and manage diaries on a daily basis and ensure that the meetings that you have arranged are scheduled within appropriate timescales, and service the meeting appropriately
Booking and arranging travel, transport and accommodation as required. Ensuring details are communicated and shared ahead of time
Process expenses on behalf of Directors
Complete weekly timesheets for yourself and Directors where required
Screen calls where necessary, ensure messages are relayed accurately, without delay, and proactively use your initiative to answer queries where appropriate
Create new project files and project codes
Update and issue contact lists to ensure current and accurate information
Ensure filing is kept in an efficient manner and in accordance with the company’s filing system including archiving of old projects files
Send emails on behalf of team members when required
Provide secretarial support to other members of the team when required
To assist with processing of invoices to include:
Preparing fee schedules within Business Central or Fee files
Managing Invoice process both Internal and External
Liaising with the Accounts Department on invoicing queries
Raising purchase orders on Business Central/Account system
To assist with the management of the office to include:
Setting up and clearing down meeting rooms for both internal and external meetings
Co-ordinating refreshments and host attendees for both internal and external meetings and events
Processing incoming /outgoing post
Arranging couriers or special delivery service for urgent packages or letters and being present for courier collection
General office duties including, answering the main door, signing for deliveries and putting stock orders away
Ensuring the appearance of the office is tidy and well organised
Job Description & Person Specification
Duties and Responsibilities:
To ensure confidentiality at all times in all matters relating to any work or communication with the company and clients
Establish and maintain effective working relationships across the business
Ensure regular communication with those that you support
Have a knowledge and understanding of the business to give confidence to clients that they are dealing with a professional representative of the company who is able to assist with their queries
To observe the company’s policies in all aspects of employment and service provision
To be aware of, and comply with, the company’s policies and procedures on health and safety at work by adopting safe working practices
Comply with the ISO 9001, 14001 and 45001 standards
Play an effective part in developing and maintaining effective working practices at team level
Liaise with Line Manager regarding workload
Work with your Line Manager and to take responsibility for own performance and training and development
To act as Business Central Super User for support within the office
Assist with other duties as and when required
Training:Level 3 Business Administrator Apprenticeship Standard which includes:
Level 2 Functional Skills in maths and English (if required)
End-Point Assessment (EPA)
Blended on/off the job training and location to be confirmed.
Via your ITEC tutor and on-the-job training, you'll get the opportunity to learn:
IT
Record and document production
Decision making
Interpersonal skills
Communication
Quality
Planning and organisation
Project management
Relevant regulation
Policies
External environment factors
Training Outcome:
Possibility of a full-time position upon completion of the apprenticeship
Employer Description:Pegasus Group was established in 2003 and has grown to become a leading independent development consultancy with offices throughout the UK.
Starting with around 10 employees working from our registered Cirencester office, we specialised only as a planning consultancy, known as Pegasus Planning Group. Our company has since grown to more than 400 employees across 13 locations. The expertise that we offer has expanded from planning, to design, to environmental consultancy advice, evolving to economics, heritage expertise, transport and infrastructure and finally land and property. Our expertise now spans the entire development process.Working Hours :Exact hours to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Creative....Read more...
