Financial Services Administration Apprentice

Process decision in principles using information supplied by customers/advisers, to meet deadlines, customer needs and regulatory requirements Liaise with customers & advisers to submit full mortgage / protection applications and process associated documents in line with lender requirements                              Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout Liaise with pension providers to ensure a swift transfer process is followed Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.) Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers Add new customers to the CRM 360 and Intelligent Office. Update ongoing applications with regular information and notes in order that progress can be monitored

Training:
In addition to gaining practical experience in the role, you will also attain an NVQ Level 3 Business Admin qualification which will help start your career and give you an insight into the business's processes and procedures Our training is all completed remotely via teams with a development coach who will be available for support 24/7 You receive 20% off the job training during this Apprenticeship, which is included in your weekly working hours

Training Outcome:
Career progression, further qualifications

Employer Description:
Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. Everyone’s needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Stepping Stones approach.

Working Hours :
Monday to Friday: 9.30am to 5pm with 1 hour lunch break.

Skills:
Communication skills,IT skills,Attention to detail,Administrative skills,Team working,Initiative,Microsoft Office