Business Admin Apprentice

Client Communication: Serve as the first point of contact for clients via phone, email, and in-person visits. Handle inquiries professionally and direct them to the appropriate advisor. Appointment Scheduling: Coordinate and schedule client meetings, ensuring advisors’ calendars are managed effectively. Document Management: Prepare, review, and manage mortgage application documents. Ensure all required documents are accurately completed and filed. Data Entry: Maintain and update client information in our database with high accuracy and submitting mortgage applications to banks. Follow-ups:Assist in following up with clients on required documentation and application status. Compliance: Assist in ensuring compliance with regulatory requirements by maintaining up-to-date records and assisting with audits. Administrative Support: Provide general administrative support to mortgage advisors, including preparing reports, presentations, and correspondence. Coordination: Liaise with lenders, solicitors, and other third parties to facilitate smooth processing of mortgage applications. Marketing Support: Assist with marketing activities such as managing social media accounts, preparing newsletters, and organizing events.

Training:

You will be studying a Level 3 Business Administrator apprenticeship standard over an 18-month period. This is a fully work based programme you will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider.

Training Outcome:
Progression from the role can lead to various pathways within the business including furthering their learning and completing CeMap and becoming a fully qualified mortgage advisor with OTE earnings of £50k+

Employer Description:
A newly established Mortgage Advice and Protection company operating under JMH Partners Ltd however use the Mortgage Advice Bureau as their network.

Working Hours :
Monday to Friday, 9am - 4pm (30 hours per week. - Overtime Available

Skills:
Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,IT skills,Number skills,Organisation skills,Problem solving skills