Financial Services Administrator Apprentice
Submitting applications online to mortgage lenders and protection providers
Liaising with clients, lenders, providers, and solicitors to ensure the smooth completion of mortgage and protection
Answering the telephone and taking messages for the office
Confidently dealing with people face to face
Updating the back-office system
Ability to work to deadlines
Any other duties requested by Management
Training:
Training is completed online based at the employer's address.
Training Outcome:
Possible progression into Mortgage, Paraplanning or Financial Advice roles.
Employer Description:
An established Independent Financial Advice Company which delivers a traditional service in a modern manner
Working Hours :
Monday to Friday, 9.00am to 5.30pm. 1 hour lunch break.
Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative