Financial Services Administration Apprentice

By the end of the apprenticeship, we would envisage that you will be able to carry out the following:

Liaise with customers, advisers & lenders to process mortgage / protection applications and process associated documents in line with lender requirements and to meet deadlines, customer needs and regulatory 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 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. Update ongoing applications with regular information and notes in order that progress can be monitored.

To be considered for this role, you must have the following:

Be able to communicate. A willingness to absorb a lot of new information, learn and develop. Good attention to detail. Good time management and inter-personal skills. Good computer / Microsoft Office skills.

Training:

The apprentice will have an assigned Educator from Heart of England Training, they will be trained within their workplace and meet regularly via Teams with their Educator.

Training Outcome:

It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.

Employer Description:

FINANCIAL SERVICES – MORTGAGES, MORTGAGE PROTECTON (LIFE INSURANCE), PENSIONS & INVESTMENTS.

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

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