Client Liaison Apprentice

Act as the primary point of contact for clients, providing timely updates and responding to inquiries throughout the mortgage application process Liaise with mortgage advisors, lenders, and solicitors to ensure all necessary documentation is accurately processed and submitted Manage the administration of mortgage applications, including the preparation of application forms, collation of supporting documents, and monitoring of application progress Utilise organisational skills to maintain accurate and up-to-date client records, ensuring compliance with data protection regulations Demonstrate initiative in identifying and resolving potential issues that may arise during the application process, ensuring minimal disruption to the client experience Support the team in achieving service excellence by contributing to process improvements and sharing best practices Stay informed of changes in mortgage products, lending criteria, and regulatory requirements to effectively support clients and advisors

Training:
Business Administration Level 3 Online delivery from designated tutor Assessment of skills, knowledge and behaviour in the workplace 

Training Outcome:
The opportunity to become a full-time mortgage advisor This is a gateway apprenticeship role into the financial services industry Competitive salary and opportunities for professional development. Including the option of becoming a mortgage broker Comprehensive training program to support your career growth in the financial services industry

Employer Description:
Q was developed and launched with one motivation in mind – to help guide our clients through the often-complicated world of Financial Services. ‘Securing Your Future’ is our company motto and our passionate team always strive to give the best advice and find the financial solutions that are right for you and the people you care about. Founded on over 25 years of financial experience and knowledge, Q have all the tools to make life a little easier when it comes to making those big financial decisions – ensuring you do so with maximum confidence and minimum stress!

Working Hours :
Monday to Friday 9am to 5pm

Skills:
Communication skills,Attention to detail,Organisation skills,Team working,Initiative