Financial Services Admin Apprenticeship

Answer phone calls, emails ensuring clear and professional communication to clients and providers. Prepare agendas and materials for meetings and take minutes if required Organise and schedule meetings for our Mortgage and Protection Advisor Maintain databases and ensure records are up to date and easily accessible. Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies Greet visitors and clients, making sure they are attended to promptly. Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts Updating clients on the status of their mortgage applications and any required documentation Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection. Perform other duties as required to ensure the office runs efficiently.

Training Outcome:
To become dedicated administrator to the Mortgage and Protection adviser. With the expectation of working towards getting qualified in Mortgage and Protection advice.

Employer Description:
KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals. It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals.

Working Hours :
Monday to Friday, 9.00am to 5.00pm.

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working