Build and maintain effective relationships with all new and existing clients
Progress and update cases with clients, lenders, providers, conveyancers and estate agencies and deal with queries on a particular mortgage case at all stages of the process from successful DIP through to legal completion and beyond
Ensure timely, accurate and appropriate responses to telephone calls, tasks, enquiries or correspondence from clients, lenders or conveyancers
Liaise with mortgage advisers, apprising them of the progress of specific mortgage cases and seeking to resolve any queries arising
Liaising with directors and escalating any specific problems for discussion and resolution
Work within prescribed procedures and compliance practices
Input, update and maintain mortgage data so that systems and files accurately reflect the current position at all times
Produce written correspondence and documents using standard forms
Manage 360 task and workflow system to monitor cases and progress and chase as appropriate
Produce monthly reporting to the Directors of the business
Administer the compliance registers of the firm
Build and maintain relationship with network and keep abreast of new procedures and compliance directives
Keeping company and adviser files up to date
Ad hoc administrative tasks as and when required (i.e. - taking notes in meetings, scanning documents)
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:Once completed the apprenticeship there is the opportunity of progression into becoming a full-time mortgage adviser. Further training would be provided.Employer Description:We are a dynamic Mortgage Brokers, Established in 2019, managing case files, within prescribed timescales and focusing on achieving excellent customer service at all times.
Our founding directors have over 50 years combined experience.Working Hours :Monday to Friday 9.00am - 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Initiative,Concientious/hardworking....Read more...
Role Purpose:
Provide support to the MFB sales team by case managing files accurately within prescribed timescales, ensuring excellent customer service. Support other Case Managers to help the company achieve its objectives.
Key Responsibilities:
Build and maintain effective relationships with new and existing clients
Act as the first point of contact for clients, lenders, and conveyancers at all stages of the mortgage process
Respond promptly and accurately to telephone calls, emails, and correspondence
Liaise with Mortgage Consultants to update progress and resolve queries
Escalate specific issues to the Line Manager for discussion and resolution
Embrace and contribute positively to the firm’s Mission, Vision, and Values
Work within prescribed procedures and practices
Input, update, and maintain data so systems and files reflect current positions
Produce written correspondence and documents using standard formats
Manage diary systems to monitor cases and progress chase as needed
Follow case progress from initial application through legal completion and beyond
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:We want all candidates to progress onto the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.Employer Description:Independent, privately owned, Directly authorised, whole of Market Mortgage finance Brokerage.
Starting out small in 1990, we’ve grown to be one of the UK’s most respected and award-winning mortgage brokerages. Most importantly, we’ve kept the client at the heart of everything we do, and our independent, family-owned approach means we will always take the time and effort to understand our clients mortgage finance needs, and we have achieved the coveted 5/5 on Trust pilot
Specialising in all types of property finance including Buy to Let, Residential, Commercial, Holiday Lets, Development Finance, Commercial finance, Short Term / Bridging Finance.Working Hours :Monday to Friday between 8.30am to 5.30pm.Skills: Communication skills,Team working,Initiative,Friendly,Confident....Read more...
An opportunity has arisen for aConveyancing Assistant with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Assistant, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
? Opening new client files and completing initial due diligence.
? Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
? Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
? Reviewing and responding to property enquiries.
? Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
? Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
? Maintaining accurate records and assisting with file closures.
What we are looking for:
? Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
? Have at least 1 year of conveyancing experience.
? Solid understanding of residential conveyancing processes and associated documentation.
? Skilled in case management systems and IT tools.
? Strong attention to detail and excellent organisational skills.
? Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
? Competitive salary
? Company pension scheme
? Additional leave entitlement
? Life insurance
? Casual dress policy
? Employee discounts
? Referral incentives
? Sick pay
? Health and wellbeing cashback plan
? Supp....Read more...
An opportunity has arisen for aConveyancing Secretary with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Secretary, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
? Opening new client files and completing initial due diligence.
? Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
? Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
? Reviewing and responding to property enquiries.
? Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
? Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
? Maintaining accurate records and assisting with file closures.
What we are looking for:
? Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
? Have at least 1 year of conveyancing experience.
? Solid understanding of residential conveyancing processes and associated documentation.
? Skilled in case management systems and IT tools.
? Strong attention to detail and excellent organisational skills.
? Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
? Competitive salary
? Company pension scheme
? Additional leave entitlement
? Life insurance
? Casual dress policy
? Employee discounts
? Referral incentives
? Sick pay
? Health and wellbeing cashback plan
? Supp....Read more...
An opportunity has arisen for aConveyancing Assistant with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Assistant, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
? Opening new client files and completing initial due diligence.
? Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
? Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
? Reviewing and responding to property enquiries.
? Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
? Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
? Maintaining accurate records and assisting with file closures.
What we are looking for:
? Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
? Have at least 1 year of conveyancing experience.
? Solid understanding of residential conveyancing processes and associated documentation.
? Skilled in case management systems and IT tools.
? Strong attention to detail and excellent organisational skills.
? Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
? Competitive salary
? Company pension scheme
? Additional leave entitlement
? Life insurance
? Casual dress policy
? Employee discounts
? Referral incentives
? Sick pay
? Health and wellbeing cashback plan
? Supp....Read more...
An opportunity has arisen for aConveyancing Secretary with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Secretary, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
? Opening new client files and completing initial due diligence.
? Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
? Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
? Reviewing and responding to property enquiries.
? Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
? Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
? Maintaining accurate records and assisting with file closures.
What we are looking for:
? Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
? Have at least 1 year of conveyancing experience.
? Solid understanding of residential conveyancing processes and associated documentation.
? Skilled in case management systems and IT tools.
? Strong attention to detail and excellent organisational skills.
? Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
? Competitive salary
? Company pension scheme
? Additional leave entitlement
? Life insurance
? Casual dress policy
? Employee discounts
? Referral incentives
? Sick pay
? Health and wellbeing cashback plan
? Supp....Read more...
An opportunity has arisen for aConveyancing Assistant with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Assistant, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
* Opening new client files and completing initial due diligence.
* Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
* Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
* Reviewing and responding to property enquiries.
* Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
* Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
* Maintaining accurate records and assisting with file closures.
What we are looking for:
* Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
* Have at least 1 year of conveyancing experience.
* Solid understanding of residential conveyancing processes and associated documentation.
* Skilled in case management systems and IT tools.
* Strong attention to detail and excellent organisational skills.
* Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
* Competitive salary
* Company pension scheme
* Additional leave entitlement
* Life insurance
* Casual dress policy
* Employee discounts
* Referral incentives
* Sick pay
* Health and wellbeing cashback plan
* Supportive and friendly team culture
* Opportunities for ongoing professional development
This is an excellent opportunity to join a respected firm that values professional growth and a positive working culture.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for aConveyancing Secretary with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Secretary, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
* Opening new client files and completing initial due diligence.
* Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
* Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
* Reviewing and responding to property enquiries.
* Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
* Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
* Maintaining accurate records and assisting with file closures.
What we are looking for:
* Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
* Have at least 1 year of conveyancing experience.
* Solid understanding of residential conveyancing processes and associated documentation.
* Skilled in case management systems and IT tools.
* Strong attention to detail and excellent organisational skills.
* Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
* Competitive salary
* Company pension scheme
* Additional leave entitlement
* Life insurance
* Casual dress policy
* Employee discounts
* Referral incentives
* Sick pay
* Health and wellbeing cashback plan
* Supportive and friendly team culture
* Opportunities for ongoing professional development
This is an excellent opportunity to join a respected firm that values professional growth and a positive working culture.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for aConveyancing Assistant with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Assistant, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
* Opening new client files and completing initial due diligence.
* Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
* Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
* Reviewing and responding to property enquiries.
* Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
* Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
* Maintaining accurate records and assisting with file closures.
What we are looking for:
* Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
* Have at least 1 year of conveyancing experience.
* Solid understanding of residential conveyancing processes and associated documentation.
* Skilled in case management systems and IT tools.
* Strong attention to detail and excellent organisational skills.
* Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
* Competitive salary
* Company pension scheme
* Additional leave entitlement
* Life insurance
* Casual dress policy
* Employee discounts
* Referral incentives
* Sick pay
* Health and wellbeing cashback plan
* Supportive and friendly team culture
* Opportunities for ongoing professional development
This is an excellent opportunity to join a respected firm that values professional growth and a positive working culture.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for aConveyancing Secretary with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.
As a Conveyancing Secretary, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.
This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.
You will be responsible for:
* Opening new client files and completing initial due diligence.
* Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.
* Drafting transfer documents, requisitions on title, and routine correspondence under supervision.
* Reviewing and responding to property enquiries.
* Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.
* Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.
* Maintaining accurate records and assisting with file closures.
What we are looking for:
* Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.
* Have at least 1 year of conveyancing experience.
* Solid understanding of residential conveyancing processes and associated documentation.
* Skilled in case management systems and IT tools.
* Strong attention to detail and excellent organisational skills.
* Confident IT skills, including experience using case management systems and Microsoft Office.
What's on offer:
* Competitive salary
* Company pension scheme
* Additional leave entitlement
* Life insurance
* Casual dress policy
* Employee discounts
* Referral incentives
* Sick pay
* Health and wellbeing cashback plan
* Supportive and friendly team culture
* Opportunities for ongoing professional development
This is an excellent opportunity to join a respected firm that values professional growth and a positive working culture.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Data entry and updates into our CRM and systems for new and ongoing client servicing and engagement processes
Maintaining and updating client records
Liaising with product providers contact to obtain valuations/product information
Close liaison will all team members to ensure all business processes run smoothly and effectively
Troubleshooting and problem solving when relevant
Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and filing, servicing event management
Understanding and adhering to compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training
Basic letters and correspondence
Attending internal/external training courses and events where required, which may require some travel
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:This apprenticeship offers a route for a career in the financial sector. A permanent position may be available upon completion of the apprenticeship dependent on performance.
We have a clear progression path for the right candidate.Employer Description:We are experienced mortgage advisors, based in Hampshire and advising across the UK. We specialise in residential mortgages and can offer advice to employed and self-employed individuals looking to purchase a new property, remortgage an existing property, expand a buy-to-let portfolio or raise capital for home improvements. It’s vital to us that our client’s futures are protected so we also advise on Life Insurance, Critical Illness Cover, Income Protection and a wide range of other insurances.Working Hours :9.00am - 5.00pm, Monday-Thursday (can be flexible with workday hours).Skills: Communication skills,IT skills,Attention to detail,Analytical skills,Logical,Team working,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
