Mortgage Advisers Jobs   Found 3 Jobs, Page 1 of 1 Pages Sort by: Relevance Date

Administartion Apprentice Level 3 advanced

As part of the position the successful candidate will, Answer the phone Carry out general administration tasks/duties Carry out data entry Using software appropriate to the employer Complete computerised documentation Work within the policies and procedures/practices of the employer Adhere to all GDPR rules and regulations Training: Working towards the administration level 3, Regular day release to college Regular visits and reviews of progress with a designated tutor In-house training direct from the employer  Training Outcome:Full-time role on completion of the apprenticeship and with satisfactory reviews.Employer Description:Hanson Mortgage Brokers is a firm of Mortgage & Protection Advisers. The company now has mortgage advisers based across the UK as well as providing information and advice over the telephone from their offices in Tyneside and Cheshire. We choose to be members of Lyncombe Consultants Ltd, which which is one of the largest network of advisers in the UK. This provides us with additional support and buying power that helps us to provide better value services for our clients.Working Hours :Monday to Friday 9am until 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience ....Read more...

Financial Services Administration Apprentice

Process decision in principles using information supplied by customers/advisers, to meet deadlines, customer needs and regulatory requirements Liaise with customers & advisers to submit full mortgage / protection applications and process associated documents in line with lender requirements                              Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout Liaise with pension providers to ensure a swift transfer process is followed Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.) Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers Add new customers to the CRM 360 and Intelligent Office. Update ongoing applications with regular information and notes in order that progress can be monitored Training: In addition to gaining practical experience in the role, you will also attain an NVQ Level 3 Business Admin qualification which will help start your career and give you an insight into the business's processes and procedures Our training is all completed remotely via teams with a development coach who will be available for support 24/7 You receive 20% off the job training during this Apprenticeship, which is included in your weekly working hours Training Outcome: Career progression, further qualifications Employer Description:Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. Everyone’s needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Stepping Stones approach.Working Hours :Monday to Friday: 9.30am to 5pm with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Administrative skills,Team working,Initiative,Microsoft Office ....Read more...

Building Society Administrative and Customer Service Consultant Apprentice

Client requests processing Behind the scenes admin Product reviews and amendments Fulfilling servicing requests from clients Building conversations with clients in order to spot opportunities to support them with Financial or Mortgage adviser referrals and growing our business Ideal candidate with have their own ability to get to and from the business location, via public transport or otherwise.Training:Business Administrator Level 3. Time management, performance coaching, full systems training, full product knowledge training, training from financial & mortgage advisers on business opportunities, potential to train and develop into an adviser role.Training Outcome:Progression to full-time employment or progression to a higher level apprenticeship/further training.Employer Description:We are a local Financial and Mortgage Advising company, that also have a network of Yorkshire Building Society Agencies. Working Hours :Monday to Friday 08:30 to 16:30 and every other Saturday (08:30am to 12:00pm). Time off in lieu will be given for Saturdays worked.Skills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Creative,Customer care skills,Initiative,IT skills,Logical,Non judgemental,Number skills,Organisation skills,Patience,Presentation skills,Problem solving skills,Team working ....Read more...