Duties will include, but not be limited to:
Facilitate the processing of clients’ applications for mortgage and insurance products.
Assist with all administration tasks on behalf of the advisers.
Assist in the day to day running of the business.
Maintain client records.
Deal with client queries and utilise the support from lenders, insurance companies and the advisers.
Provide support to the office manager and administration team.
Training:
The successful candidate will work towards achieving their Apprenticeship Standard in Business Administration Level 3.
A dedicated work-based trainer will be assigned to the candidate to provide them with support and guidance throughout the course.
This is a predominantly work-based programme with College attendance required once a month. All learning will take place at the candidate's place of employment/College and within their contracted working hours.
Training Outcome:Employment and progression within the organisation may be possible upon successful completion of the apprenticeship.Employer Description:Independent Mortgage Broker offering services from purchases and remortgages to insurance.Working Hours :Monday to Thursday, 9.00am to 5.00pm.
Friday, 9.00am to 2.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Patience....Read more...
Support experienced advisors and administrators in delivering excellent mortgage and protection advice to clients
Provide hands-on experience and industry knowledge while working towards professional qualifications and developing a long-term career in financial services
Assist with client communications, gather and process documentation, update internal systems, liaise with lenders, estate agents and solicitors, and support advisors throughout the mortgage application process
Learn about mortgage products, protection policies, compliance procedures and customer service standards within a regulated environment
Training:Level 3 Mortgage Adviser Apprenticeship Standard:
The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser
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:
Certificate in Mortgage Advice and Practice (CeMAP 1,2,3) - awarded by The London Institute of Banking and Finance (LIBF)
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
To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors
Training Outcome:
Upon good progression there is an opportunity for a permanent full-time position with the company
We are committed to supporting development and progression and have previously employed an apprentice on a full-time basis after successful completion of their apprenticeship
There may also be opportunities for further training and development
Employer Description:Truuli help clients secure their homes, families and futures through tailored mortgage and protection advice. Expert advisers provide personalised guidance on mortgages, life insurance, income protection and related services, ensuring customers receive solutions that suit their needs and circumstancesWorking Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Sales experience,Customer Services experience....Read more...
