The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service.
The Business Administrator will provide full administrative support to the mortgage team, ensuring all data is accurately recorded and handled in the correct manner. Accurately managing and updating in-house CRM systems on a regular basis. Supporting the mortgage brokers with day-to-day tasks, client administration and mortgage application support.
Key Responsibilities:
Providing administrative support to the mortgage department
Accurately compiling and storing client case files in a compliant manner
Regularly updating the in-house CRM systems to ensure they are kept up to date in a timely manner
Answering the telephone and assisting clients as appropriate
Managing team diaries and booking appointments
Chasing up mortgage applications directly with lenders
Uploading supporting documents to lenders portal for client cases
Liaising with existing client base to ensure timely and prompt contact for mortgage review
Training:
The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification
Training Outcome:Career progression possible in time to the role of Mortgage & Protection Advisor.Employer Description:NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.Working Hours :Monday - Friday, 9.00am - 5.00pm. 1 hour lunch break.Skills: Communication skills,IT skills,Organisation skills,Team working,Initiative,Attention to detail,Customer care skills....Read more...
Work with our mortgage advisors (brokers) to assist them with client contact and delivering a high quality service
Process mortgage & protection business from submission to completion
Making sure all applications are accurate and complete, and that all supporting documentation has been provided as required by compliance
Liaise and maintain relationships with lenders, conveyancers, and surveyors to provide regular updates to customers
Thoroughly check mortgage offers to make sure there are no errors
Keeping a close eye on processes and feedback to ensure the best possible journey for our customers
Support the office in a broad range of internal and external related communications and administration
Answering the telephone, accurately taking messages and passing them on and booking in appointments for advisors.
Compliance - Adhering to all relevant regulations, company policies, and procedures, including anti-money laundering and financial crime protocols
Training:Apprentices will work closely with a knowledgeable mentor who has progressed from an administrative role to Mortgage and Protection Consultant. Initial training will be intensive for the first few weeks, with ongoing hands-on learning and guidance throughout the apprenticeship.Training Outcome:Apprentices may progress into roles such as Mortgage Advisor, Training, Management, or Senior Mortgage Administrator, among other pathways.Employer Description:With over 40 years of combined industry experience, we’ve developed a distinct approach to providing financial services.
Everything we do is informed by the knowledge we’ve gained across the financial sector, and delivered to the highest possible standards of customer care. We’re known industry-wide for the relationships we build, from the connections we’ve developed across a comprehensive panel of lenders to the clients who come back time and again. We don’t do a lot of advertising: our business growth has come from customer referrals. We keep it simple, providing a personal service that both we and our clients enjoy. That means no call centres and no jargon; just friendly people and appointments at your convenience, either over the phone, at our Clifton offices or in the comfort of your own home.Working Hours :Monday to Friday, 9:00AM – 5:00PM. 1 hour unpaid lunch break.Skills: Communication skills,Attention to detail,Problem solving skills,Client-focused approach,Professional telephone manner,Professional appearance....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 the 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 to the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.Employer Description:Independant, 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 coverted 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...
Manage & progress client files in respect of mortgage applications
Provide critical administrative support to our mortgage advisors and office team
Provide regular updates & excellent service to clients
Liaise with lenders, solicitors and clients in a professional and informative manner
Manage telephone enquiries effectively and efficiently
Undertake necessary training and maintain continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
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:A further apprenticeship or permanent position may be available upon completion of this apprenticeship, dependant on performance.Employer Description:Bluebell Mortgages are established Mortgage & Insurance Brokers, with over 30 years industry experience. We provide expert advice and guidance along with excellent client service.Working Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Positive attitude....Read more...
Taking initial enquiry calls
Booking client meetings
Renaming and saving documents
Client email and phone updates
Booking company meetings
Providing documents & information on applications
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 the 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:Potential to progress to a qualified advisory role or senior client services role.Employer Description:Mortgage, Insurance and Commercial Finance Brokerage.
At Greywood Financial, we specialise in providing expert mortgage and insurance advice. We’re here to make the process straightforward and provide clear, honest guidance every step of the way.Working Hours :Monday - Friday, 9:30am to 5:30pm.Skills: Communication skills,Attention to detail,Number skills,Initiative....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...
As a Member Representative Apprentice, you will be based in one of the Society’s branches and play a key role in supporting members with their day‑to‑day banking and savings needs. You will be part of a wider branch network, working closely with colleagues to deliver a high‑quality, welcoming and professional service.This role is focused on putting members at the heart of everything we do. You will help members understand the range of products and services available to them, support account opening and servicing, and act as a gateway to other areas of the business where appropriate. As an apprentice, you will learn how a branch operates, develop strong customer service skills, and build knowledge of financial products in a regulated environmentTraining: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 the 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 the apprenticeship may lead to a permanent role and further career progression within the Hanley Economic Building Society.Employer Description:Founded in 1854, Hanley Economic Building Society is a mutual institution based in Stoke-on-Trent, Staffordshire, dedicated to providing savings and mortgage products to its members. With over 170 years of experience, it operates six branches across Staffordshire, combining traditional, face-to-face service with modern digital solutions.Working Hours :Monday to Friday between 8.00 - 6.00 with occasional Saturday 9.00 - 12.00.Skills: Communication skills,Attention to detail,Customer care skills,Number skills,Team working,Positive attitude....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, proofreading 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 the 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 - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Logical,Team working,Initiative....Read more...
