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...
Managing communications with clients, mortgage brokers, surveyors, agents, suppliers, and developers
Coordinating and booking mortgage valuations, snagging reports and furniture installations
Handling invoicing for the above and placing purchase orders with suppliers
Managing and escalating client complaints professionally, aiming for swift resolution
Supporting the After Sales Manager, stepping in to help with exchange-related tasks when needed
Minimum of 6 hours per week spent on apprenticeship work and training
Training:Business Administrator Level 3.
You'll attend monthly 1-2-1 meetings (online via teams every month - NO classroom OR college!) with your tutor and learn about modules including the organisation, stakeholders, relevant regulation, business fundamentals, processes & external factors. You will be given a minimum of 3-hours per week to complete any apprenticeship work (assignments, research, and projects) and will receive at least another 3-hours of training from your employer.Training Outcome:As with any apprenticeship opportunity - if you prove yourself to be a valuable member of the team there is a strong chance of a permanent post within the business.Employer Description:Founded to fill a gap in the market for honest and transparent property investment advice, CityRise now in its sixth year continues to deliver tailored UK-wide investment solutions with a personal, expert-led approach. As a growing team of 17, they are now looking for an After Sales Executive to support their next phase of expansion.Working Hours :Monday to Thursday 9am to 5.30pm, Friday 9am to 5pm.Skills: Administrative skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Organisation skills,Team working....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...
