Apprentice Financial Services Administrator

Reporting to the Administration Manager, your duties will include:

Acting as Case Handler and progressing mortgage and protection applications to completion Checking cases are compliant in line with the Financial Conduct Authorities requirements Liaising with customers and advisers re: the above Compiling Reports for Management Updating CRM

Training:

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Training Outcome:

Assuming the applicant is successful in the role, the candidate will be offered a permanent position at the end of the apprenticeship (subject to market conditions).
 

Employer Description:

Established in 2001, Mortgage Required offers whole-of-market, professional, and friendly mortgage advice to customers. We are based in the South of England with our Head Office in Maidenhead.

Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customers' first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.

Working Hours :
Monday to Friday, 9am to 5pm

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