Financial Services Administrator Apprentice

Build and maintain effective relationships with all new and existing clients Progress and update cases with clients, lenders, providers, conveyancers and estate agencies and deal with queries on a particular mortgage case at all stages of the process from successful DIP through to legal completion and beyond Ensure timely, accurate and appropriate responses to telephone calls, tasks, enquiries or correspondence from clients, lenders or conveyancers Liaise with mortgage advisers, apprising them of the progress of specific mortgage cases and seeking to resolve any queries arising Liaising with directors and escalating any specific problems for discussion and resolution Work within prescribed procedures and compliance practices Input, update and maintain mortgage data so that systems and files accurately reflect the current position at all times Produce written correspondence and documents using standard forms Manage 360 task and workflow system to monitor cases and progress and chase as appropriate Produce monthly reporting to the Directors of the business Administer the compliance registers of the firm Build and maintain relationship with network and keep abreast of new procedures and compliance directives Keeping company and adviser files up to date Ad hoc administrative tasks as and when required (i.e. - taking notes in meetings, scanning documents)

Training:

Level 3 Financial Services Administrator apprenticeship standard.

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. 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:

CeMAP (UKFR) module 1 - awarded by The London Institute of Banking and Finance (LIBF) Completion of CeMAP module 1 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:

Once completed the apprenticeship there is the opportunity of progression into becoming a full-time mortgage adviser. Further training would be provided.

Employer Description:
We are a dynamic Mortgage Brokers, Established in 2019, managing case files, within prescribed timescales and focusing on achieving excellent customer service at all times. Our founding directors have over 50 years combined experience.

Working Hours :
Monday to Friday 9.00am - 5.30pm

Skills:
Communication skills,Attention to detail,Organisation skills,Initiative,Concientious/hardworking