By the end of the apprenticeship, we would envisage that you will be able to carry out the following:
Liaise with customers, advisers & lenders to process mortgage / protection applications and process associated documents in line with lender requirements and to meet deadlines, customer needs and regulatory 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 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. Update ongoing applications with regular information and notes in order that progress can be monitored.
To be considered for this role, you must have the following:
Be able to communicate.
A willingness to absorb a lot of new information, learn and develop.
Good attention to detail.
Good time management and inter-personal skills.
Good computer / Microsoft Office skills.
Training:The apprentice will have an assigned Educator from Heart of England Training, they will be trained within their workplace and meet regularly via Teams with their Educator.Training Outcome:It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.Employer Description:FINANCIAL SERVICES – MORTGAGES, MORTGAGE PROTECTON (LIFE INSURANCE), PENSIONS & INVESTMENTS.Working Hours :Monday - Friday, 9.00am - 5.00pm.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,Non judgemental....Read more...
As part of your role, you will:
Build and maintain effective working relationships with clients
Liaise with various internal departments, and third-party lenders and solicitors, to ensure the customer journey is completed smoothly, without any delays
Respond to client phone calls and emails
Book appointments, and update and maintain internal systems and databases
Provide administrative support, ensuring all paperwork complies to legal and regulatory standards
Training:Your apprenticeship will be delivered at your place of work.
You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues. Training Outcome:Following successful completion of the apprenticeship, you will be able to move to a more senior role within the organisation.Employer Description:Mab Kent Ltd are part of, The Mortgage Advice Bureau, who are the UK’s leading mortgage intermediary brand.
With more than 2,000 advisers across the UK, we offer expert mortgage advice on a local, regional, and national level to UK consumers, both face-to-face and over the phone.
The expert advice we offer, combined with the volume of mortgages that we arrange, places us in a very strong position to ensure that our customers have access to the latest deals available and receive a first-class service.
We handle more than £16 billion of loans annually and were the first - and are currently the only - mortgage intermediary to have floated on the London Stock Exchange, having joined the Alternative Investment Market (AIM) in November 2014. We have won over 200 national awards for the quality of our advice and service.Working Hours :Monday to Friday, 9.00am to 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Trustworthy,Reliable,Relationship building....Read more...
Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
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 sectorAs 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:
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.
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:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
