Your duties will include but are not limited to:
Processing mortgage applications for new and existing clients
Outbound calling of potential clients to secure appointments
Ensuring client needs are met
Following strict compliance process and procedures
Building excellent relationships with clients and colleagues
Updating our company database
Managing your own diary
Maintaining our high standard of customer service and follow strict procedures
Assisting colleagues in busy periods
Completing necessary training
Training:The Financial Services Administrator Level 3 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 mortgage advice sector or for potential progression into other Financial Services roles.Employer Description:Expert Financial Ltd is an experienced mortgage broker offering whole of market mortgage advice in Huntingdon, St Neots and the surrounding Cambridge areas.Working Hours :9.00am - 5.00pm Monday to Thursday
9:00am - 4.00pm FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative,Patience....Read more...
An opportunity has arisen for a Conveyancing Secretary to join a well-established law firm providing a wide range of services and known for their professionalism and tailored client support.
As a Conveyancing Secretary, you will be supporting a dynamic conveyancing team with day-to-day administrative and legal tasks. This role can be full-time or part-time offering a salary up to £25,000 and benefits.
You will be responsible for:
? Supporting fee earners with effective file management.
? Drafting and typing legal documents and correspondence.
? Handling client enquiries professionally over the phone and via email.
? Completing SDLT forms and applying for searches.
? Managing diaries, appointments, and case schedules.
? Carrying out HMLR registrations for purchase, lease, and re-mortgage files.
? Opening, closing, and archiving client files in line with procedures.
? Performing general administrative duties such as filing, scanning, and organising.
What we are looking for:
? Previously worked as a Conveyancing Legal Secretary, Conveyancing Secretary, Legal Secretary, Legal Administrator or in a similar role.
? At least 1 years' experience supporting a busy Residential Property team.
? Knowledge of conveyancing procedures and legal processes.
? Skilled in IT and excellent secretarial skills.
? Strong client care and communication abilities.
? Capability to assist with minor paralegal tasks where needed.
What's on offer:
? Competitive salary
? 28 days Paid Holiday
? Company Pension Scheme
? Ex-gratia Birthday Leave
? Company Sick Leave
? Free DBS Check
? Closed during the Christmas Holidays
? Comprehensive induction and ongoing, paid training
Apply now for this exceptional Legal Secretary opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be ac....Read more...
Just for mortgages has a fantastic opportunity to offer to the right candidate looking for an apprenticeship, to join their successful team as an Apprentice Administrator.
Duties will include:
Data inputting
Filing
Letter writing
Dealing with enquiries on phone or email
Ordering office supplies
Reception duties
Meeting and greeting clients
To comply with the Health & Safety policy and good practices
Training:Level 3 Business Administrator apprenticeship standard.
This is a work based programme which means that predominantly, your learning will take place on the site of your employment and within your contracted working hours.
We host supporting workshops regularly throughout the apprenticeship which you will attend in person at our designated training site. These workshops are carefully designed to support the learning required throughout the apprenticeship programme.
You will attend monthly online tutorials and have regular visits with your training specialist in your place of work.
We also offer 4 trips across the academic year, which have a direct relationship to the topic covered within the apprenticeship. These trips are a great way to experience different business models and to work with other apprentices, sharing good practice along the way.
You will work with expert assessors to develop new knowledge, skills and behaviours within the profession.Training Outcome:At the end of the apprenticeship, there may be an opportunity to progress into a full time, permanent role with further role specific training to ensure your ongoing success.Employer Description:Just 4 Mortgages Ltd™ are independent Whole of Market mortgage consultants. This means we can access any bank or building society using our computer sourcing system to get you the best deals available. Here at Just 4 Mortgages we do a lot more than just finding the best deals for you! We will take the stress away and be here for you from your first appointment with us, to application, to completion and after.Working Hours :Monday to Thursday, 09:00 - 17:30. Friday, 09:00 - 17:00.
Every other Saturday, 09:00 - 13:00.
If the apprentice works on a Saturday, they will be given time off during the week to compensate.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Understand confidentiality,Reliability....Read more...
An opportunity has arisen for a Conveyancing Secretary to join a well-established law firm providing a wide range of services and known for their professionalism and tailored client support.
As a Conveyancing Secretary, you will be supporting a dynamic conveyancing team with day-to-day administrative and legal tasks. This role can be full-time or part-time offering a salary up to £25,000 and benefits.
You will be responsible for:
* Supporting fee earners with effective file management.
* Drafting and typing legal documents and correspondence.
* Handling client enquiries professionally over the phone and via email.
* Completing SDLT forms and applying for searches.
* Managing diaries, appointments, and case schedules.
* Carrying out HMLR registrations for purchase, lease, and re-mortgage files.
* Opening, closing, and archiving client files in line with procedures.
* Performing general administrative duties such as filing, scanning, and organising.
What we are looking for:
* Previously worked as a Conveyancing Legal Secretary, Conveyancing Secretary, Legal Secretary, Legal Administrator or in a similar role.
* At least 1 years' experience supporting a busy Residential Property team.
* Knowledge of conveyancing procedures and legal processes.
* Skilled in IT and excellent secretarial skills.
* Strong client care and communication abilities.
* Capability to assist with minor paralegal tasks where needed.
What's on offer:
* Competitive salary
* 28 days Paid Holiday
* Company Pension Scheme
* Ex-gratia Birthday Leave
* Company Sick Leave
* Free DBS Check
* Closed during the Christmas Holidays
* Comprehensive induction and ongoing, paid training
Apply now for this exceptional Legal Secretary opportunity to work with a dynamic team and further enhance your career.
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...
