Answer phone calls, emails ensuring clear and professional communication to clients and providers.
Prepare agendas and materials for meetings and take minutes if required
Organise and schedule meetings for our Mortgage and Protection Advisor
Maintain databases and ensure records are up to date and easily accessible.
Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies
Greet visitors and clients, making sure they are attended to promptly.
Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts
Updating clients on the status of their mortgage applications and any required documentation
Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.
Perform other duties as required to ensure the office runs efficiently.
Training Outcome:
To become dedicated administrator to the Mortgage and Protection adviser. With the expectation of working towards getting qualified in Mortgage and Protection advice.
Employer Description:KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.
It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working....Read more...
Fully support the director as an administrative assistant
Taking new enquiries
Processing applications/compliance reviews/documentation checks
Answering incoming phone calls
General business tasks
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:
Progression through to becoming a fully qualified Mortgage Adviser
Employer Description:A well established and successful Mortgage Brokers, based in Warrington, founded by Director Ross Jones. Specialising in supporting clients such as business owners, self employed and contractors with their mortgage and protection needs. This business has won industry awards for the customer service it provides.Working Hours :Monday to Friday 9am to 5pm.Skills: Communication skills,Attention to detail,Customer care skills,Professional approach,Good IT/Microsoft Office....Read more...
Warehouse Administrator – Skelmersdale - Immediate Starts - Exciting New Opportunity - Apply Today!Assist Resourcing are working in conjunction with a leading logistics and distribution business in Skelmersdale. Our client is a leading 3PL supplier with a strong presence in the local area. To be considered for this role, you will need previous Admin experience, and given the location of the site, it would be great for people travelling from within Skelmersdale, Wigan, Burscough or Ormskirk (and other areas!)Working as a Warehouse Administrator:The role will include the following:Dealing with driversAnswering PhonesUsing Microsoft Suites (Excel, Word etc) Working in the Warehouse Picking and Packing OrdersOther general warehouse duties such as maintaining a clean and safe work area will also be required. Available Working times for our Warehouse Administrators: Monday to Friday 08:30 - 16:30Full Time opportunityTemp to Perm opportunities after 12 weeksWhy should you work for Assist Resourcing as a Warehouse Administrator?Immediate starts Full training providedCompany contribution Pension SchemeMortgage & Rental ReferencesGenerous holiday entitlementWeekly Pay (Every Friday!)Onsite canteenFree & secure onsite car parking24-hour support from the Assist teamIf you have previous experience working in an admin type role, why not apply today?....Read more...
Warehouse Administrator – Warrington - Immediate Starts - Exciting New Opportunity - Apply Today!Assist Resourcing are working in conjunction with a leading logistics and distribution business in Warrington. Our client is a leading 3PL supplier with a strong presence in the local area. To be considered for this role, you will need previous Admin experience, and given the location of the site, it would be great for people travelling from within Warrington, Wigan, Burscough or Ormskirk (and other areas!)Working as a Warehouse Administrator:The role will include the following:Dealing with driversAnswering PhonesUsing Microsoft Suites (Excel, Word etc) Working in the Warehouse Picking and Packing OrdersOther general warehouse duties such as maintaining a clean and safe work area will also be required. Available Working times for our Warehouse Administrators: Monday to Friday 08:30 - 16:30Full Time opportunityTemp to Perm opportunities after 12 weeksWhy should you work for Assist Resourcing as a Warehouse Administrator?Immediate starts Full training providedCompany contribution Pension SchemeMortgage & Rental ReferencesGenerous holiday entitlementWeekly Pay (Every Friday!)Onsite canteenFree & secure onsite car parking24-hour support from the Assist teamIf you have previous experience working in an admin type role, why not apply today?....Read more...
