Apprentice Financial Services Administrator

Administrative Support

Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates. Maintain accurate records in line with company policies and regulatory requirements. Process applications for Mortgages: including, Product Transfer and Deposits. Support the management of client files, ensuring all information is up to date and securely stored. 

Stakeholder Interaction

Provide a high standard of service when responding to customer enquiries and other departments within the business via phone, email, or and other members of the mortgage team Assist with onboarding new clients, including verifying documentation and collecting necessary information. Escalate more complex client requests to senior team members where appropriate. 

Compliance and Regulation

Learn and adhere to financial regulations such as Anti-Money Laundering, Know Your Customer, and GDPR, as well as FCA regulations in Mortgages.  Support the preparation of reports and documentation for compliance checks or audits.

Data Entry and Reporting

Accurately input financial data into systems and generate reports for internal use or external stakeholders.  Assist in reconciling financial records and identifying discrepancies.

Team Collaboration

Work closely with financial advisors, administrators, and other team members to deliver seamless client service.  Attend team meetings and training sessions to stay informed of company updates and industry developments.

Learning and Development

Actively engage in training to complete the Level 3 Financial Services Administrator qualification.  Shadow experienced team members to gain a deeper understanding of financial products, services, and processes.

Training:

You will attend a mix of classroom sessions either or line and face to face with our Training Provider, Sklls North East.

Training Outcome:

Progression within company.

Employer Description:
NMS Financial Ltd specialises in providing a sound and comprehensive planning service for our clients. We also look after clients that have been introduced to us via other financial practices, various Estate Agents, and some accountancy firms

Working Hours :
Monday to Friday between 9am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience