Apprentice Mortgage/Protection Administration Assistant

Data entry and updates into our CRM and systems for new and ongoing client servicing and engagement processes Maintaining and updating client records Liaising with product providers contact to obtain valuations/product information Close liaison will all team members to ensure all business processes run smoothly and effectively Troubleshooting and problem solving when relevant Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and filing, servicing event management Understanding and adhering to compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training Basic letters and correspondence Attending internal/external training courses and events where required, which may require some travel

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 apprenticeship offers a route for a career in the financial sector. A permanent position may be available upon completion of the apprenticeship dependent on performance.

We have a clear progression path for the right candidate.

Employer Description:
We are experienced mortgage advisors, based in Hampshire and advising across the UK. We specialise in residential mortgages and can offer advice to employed and self-employed individuals looking to purchase a new property, remortgage an existing property, expand a buy-to-let portfolio or raise capital for home improvements. It’s vital to us that our client’s futures are protected so we also advise on Life Insurance, Critical Illness Cover, Income Protection and a wide range of other insurances.

Working Hours :
9.00am - 5.00pm, Monday-Thursday (can be flexible with workday hours).

Skills:
Communication skills,IT skills,Attention to detail,Analytical skills,Logical,Team working,Non judgemental,Patience,Enthusiastic,Punctual