Assisting the Central Team in the process and submission of new mortgage applications
Ensure that all mortgage cases are dealt with in accordance with the lender's policy
Liaising with clients to ensure all documentation is requested correctly the first time, managing expectations, and submitting said documents to the lender
Handling inbound and outbound calls to existing and new customers
Making appointments for an adviser to review and/or arrange new mortgage & protection products
Assist in mortgage applications to ensure they go to the offer stage
Reviewing documents received and checking that they are compliant
Support the organisation in implementing our core values
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
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
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
Professional Qualifications:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other financial services roles
Employer Description:We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff.
All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.Working Hours :Working 5 days over 7 and between the hours of 9.00am and 7.00pm (shift pattern to be confirmed).Skills: Team working,Trustworthy,Reliable,Enthusiastic,Punctual....Read more...
Regular Daily tasks include (but are not limited to):
Saving, organising, and certifying client documentation in line with company and regulatory requirements
Answering inbound telephone calls and handling basic client enquiries in a professional and courteous manner
Managing mortgage referrals by accurately allocating leads to brokers
Communicating regularly with clients, solicitors, and estate agents via email to progress mortgage transactions
Supporting brokers by liaising with lenders, chasing outstanding information from clients and uploading documentation to lender portals
Assisting with the provision of appropriate content to the Social Media Manager, as required
Keeping up to date with regular network and compliance updates, ensuring adherence to current regulatory standards
Training:Level 3 Business Administrator Apprenticeship Standard, which includes:
Full on-the-job training will be delivered
Functional skills in maths and English (if required)
End-Point Assessment (EPA)
Training Outcome:On successful completion of the apprenticeship, a permanent position with the company will be discussed.Employer Description:A Little Bit about our Mortgage Library
Specialists in researching the best mortgage products & interest rates
With our catalogue of products from a comprehensive range of mortgages from across the market, our mortage advisors will quickly find a mortgage that suits your individual needsWorking Hours :Monday - Friday, 09:00-17:00, 1 hour lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills....Read more...
Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
Training:Level 3 Financial Services Administrator Apprenticeship Standard.
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sectorAs an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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
Professional Qualifications:
CeMAP1- awarded by London Institute of Banking and Finance (LIBF).
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
To coordinate and deliver an effective maintenance service,ensuring that high levels of tenant and customer satisfaction areachieved while working to agreed policies and procedures
To ensure that all records and databases are accurate andmaintained and the use of ICT resources is maximised
To respond to callers and visitors requesting repairs and other services and ensure that their requests are dealt with promptly and effectively on a “right first time” basis
Update the database for all contact and repairs, including raising job tickets, booking, closing & filing
To liaise effectively with contractors and other service providers
To provide an efficient and accountable service to all customers and stakeholders, resolving or escalating queries as appropriate
Assist in preparing property listings, marketing materials and online listings to showcase properties and attract potential buyers or tenants
Support real estate transactions by coordinating with lenders, inspectors, appraisers, and other parties involved in the buying, selling, or leasing process
Take initiative in pursuing additional training opportunities, obtaining relevant certifications, and staying updated on industry trends and best practices
Training:
Level 3 Business Administrator Apprenticeship
Functional Skills in English & maths (if needed)
Training at our Ponders End centre
Training Outcome:
If the applicant is successful they can go into further training or employment
Employer Description:We specialise in residential sales, lettings, guaranteed rent, and property management. Our services also include 24/7 property maintenance, recommended mortgage advisors, solicitors, surveyors, accountants, legal & management advice, property development and commercial.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Customer care skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals 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
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
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
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Daily post and issue to each advisor
Answer the telephone
Assist with walk in, telephone and online enquiries
Book appointments
Contact providers
Offer additional support to the existing administration team
Training: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
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Further apprenticeships/training, permanent position
Employer Description:Veracity Financial Planning is an IFA (Independent Financial Advice) firm in Nottingham which was founded in 2009 to give pension advice, investment advice and mortgage advice in Nottingham and its environs. Veracity’s aim was to create a firm which offered a sensible, workable and visible charging structure, with simple and valuable planning techniques, that make a difference to our clients’ ability to make realistic and improved plans for their future, we have a strong team of 12 advisors and 2 administrators.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 2.00pmSkills: Communication skills,Attention to detail,Number skills,Team working,Initiative....Read more...
Completing document production through accurately typed work in accordance with house style
Making effective use of the firm’s document management (DMS) and Client Relationship
Management (CRM) system, proof reading and assisting in the production of e-bundles where required
Organisational and general administration support (e.g. printing, photocopying, assisting with document witnessing when required, meeting arrangements, etc.).
Having an awareness of Practice Assistants and fee earners' workloads and assisting them to plan ahead, monitor critical dates on matters and provide general support as required
Assisting in client relationship and business development (BD) by providing excellent client service, always presenting a positive image of the firm and developing an understanding of and using CRM system to effectively support fee earners’ BD efforts, including recording relevant meetings as required
Developing a high level of proficiency in the Microsoft Office suite (Word, Excel, PowerPoint, and Outlook) and the firm’s broader legal IT systems including billing, CRM, DMS, and file management software. Ensuring files are kept in good order and in accordance with the department protocol for e-filing
Supporting the team with file opening and working with other team members to maintain regular file management, ensuring all files are closed and archived, as appropriate, and a risk assessment having been undertaken
Developing a good knowledge and application of the firm's procedures in billing (including bill narratives if required), client covering letters, anti-money laundering, credit control, time recording, debt management and expenses
Supporting others in the setup of conflict searches for review and seeking guidance where necessary
Core Benefits:
Group Life Assurance (4X annual salary)
Group Income Protection (75% of salary minus state funded benefits)
EAP
Personal Pension (Firm contribution 5%)
PMI (funded by the firm and employee pays the marginal tax)25 days holiday per holiday year
Flexible benefits:
Critical illness
Partner critical illness
Flex holiday (buying 5 days, selling 2)
Partner life assurance
Dental insurance
Cycle scheme
Travel insurance
Give as you earn
Taste card
Season Ticket Loan
Health Care Cash Plan
Health, wellbeing & financial benefits:
Wellbeing screenings (available every 2 years)
Firm doctor (weekly appointments funded by the firm)
In house counselling (3 appointments available)
Eye care vouchers
Mortgage advice clinics (periodically throughout the year, funded by the firm)
Discounted gym membership
Discounts and vouchers platform access
Farrer Day (in addition to the bank holidays, the firm has the discretion to shut for an additional day each year)
Volunteering day
The firm provides further education and training, and we also have a range of sports teams
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
This will be discussed with you during the interview stage of the recruitment process
Employer Description:Farrer & Co is synonymous with the highest quality legal advice and service. They advise individuals, families, businesses, financial services, educational and not-for-profit organisations on every aspect of the law, wherever the need arises. From Their offices in London, they work with trusted professionals around the world to deliver a seamless international service. Superb client service sits at the heart of everything we do. Modern lawyers with timeless values.Working Hours :Monday - Friday from 9.30am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Logical,Team working,Initiative....Read more...
