Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually, moving on to telephoning warm leads and making appointments
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:
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
Training Outcome:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's 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 - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
Mortgage administration
Investment research
General office adminstration
Answering the telephone
Speaking to mortgage lenders and clients
Inputting data
Scanning
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
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
Training Outcome:
Successful completion of this apprenticeship may lead to opportunities to further develop with other apprenticeship programmes and qualifications
Employer Description:Archers Financial Services was established in 1991 and is today a leading provider of professional and independent financial advice in North London.
We deal with all aspects of financial planning with a particular emphasis on the mortgage, life assurance, pension and investment markets.Working Hours :Monday - Friday, 9.15am - 5.15pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Smart presentation,Willing to learn new things,Good telephone manner....Read more...
Assisting the Business Development Team with Intermediary relationships andanswering queries (phone, email, website)relating to new business enquires orcurrent mortgage applications
Working with our Mortgage Administration Team to ensure existing lending cases are efficiently processed to ensure they have all the relevant information for underwriters to make their decisions
General administration duties to support our Underwriters including assisting with mortgage offer conditions, ensuring theyare fulfilled for completion
Manage the incoming and outgoing post
Responsible for stationery stock control
Assist with updating company documents
Organise internal meetings - diary management
Support with Social Media management
Supporting and assisting other teams when resource is required
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:
Further progression within the organisation upon completion of apprenticeship for the right candidate
Employer Description:Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting businessrelationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.Working Hours :Monday - Friday 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Liaising with clients and obtaining information and documentation in order to update files
Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties
Helping existing clients to update their online portal
General office duties (taking calls, helping on reception, filing and arching old data)
Helping complete mortgage application data for pre-submission checks
Organising diary and scheduling appointments
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:
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.Training Outcome:
Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser
Employer Description:With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.
Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.
We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.Working Hours :Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.Skills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative....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...
