Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
Training:Level 3 Financial Services Administrator Apprenticeship Standard.
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sectorAs an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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.
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
Freight Forwarding Customer Services Apprentice is to assist our customers' booking process and is intended to support and expand our growing business.
Learning to apply a range of skills in order to provide an excellent service to customers, including answering and responding to emails, data entry and assisting with general administrative duties:
This role is an ongoing learning role within a busy Freight Forwarding company, with opportunities to progress.
Assisting the general administration of the customer booking process
Data entry of work in NetFreight (Operational System)
Development of Knowledge of Air, Sea and Road Freight markets and procedures
Airline bookings, preparation of export documentation
Liaising with transport
Department to book collections, deliveries, airport transfers etc.
Support the business in maintaining a positive and enjoyable working experience, aligned with our culture and values
Working openly and collaboratively in a small operational team, good communication skills, attention to detail, and the ability to prioritise and organise your workload are essential
A major aspect of the role will require communication with customers directly, so a positive attitude and friendly professional demeanour are also critical
Training:Level 3 International Freight Forwarding Specialist Apprenticeship Standard - Air Freight Pathway:
On-the-job training delivered by the employer
Apprentices without Level 2 English and maths will need to achieve this level prior to taking the end-point assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship English and mathematics minimum requirement is Entry Level 3
Allocation of an apprenticeship delivery coach who will carry out regular training
Assessment and support visits to ensure you acquire new learning, knowledge, skills and behaviours in order to progress and develop
Identify, track and support 6 hours of off-the-job training activities
Quarterly formal progress review meetings, identifying learning achievements and next steps
Training Outcome:
Permanent position within Art and Cultural Services, full-time permanent position within the team.
Employer Description:Meridian Freight Services is an International Freight Forwarding company, founded in 1982, providing transportation and consultancy services. Built on robust and sound business practises, the company has grown and evolved through several worldwide economic business cycles. Despite advances in paperless trading, our industry remains a people-orientated business. Our staff are highly valued resource, greatly appreciated by our clients. Every client knows that there is a dedicated professional looking after their interests.
Our areas of specialism include the high value artwork sector, movement of live animals, repatriation and on-airport supervision at Heathrow Airport with our BAA accredited ID Pass Scheme. Our core values of trust, loyalty and integrity centre around putting our customers at the heart of what we do. We therefore work in a highly collaborative way with the common focus of delivering operational excellence.Working Hours :Monday - Friday, between 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Time keeping,Positive attitude,Eager to learn,Professional manner....Read more...
