The apprentice will be responsible for all aspects of mortgage research and administration. The aim will be for the apprentice to qualify as a mortgage advisor within 3 years and support the practice with mortgage advice and applications. Other general administration work relating to the practice’s financial advice activities will also be part of the role.
Conduct detailed mortgage research, including sourcing suitable products from lenders based on client profiles, affordability, and regulatory criteria
Prepare and process mortgage applications, ensuring all documentation is accurate, complete, and compliant with lender and FCA requirements
Liaise with clients, lenders, solicitors, and underwriters to track application progress and resolve queries efficiently
Maintain and update client records and case management systems in line with data protection and compliance standards
Support qualified advisers by gathering client information, producing illustrations and assisting with suitability documentation
Carry out general administrative duties for the practice, such as scheduling appointments, managing correspondence, and supporting wider financial advice activities
Training:
You will access your training online from the employers site address
Training Outcome:
Aim is for successful candidate to qualify for mortgage advisor within 3 years to pursue an advisory role in the practice to aid clients in obtaining mortgages and develop the practice’s mortgage proposition further
Employer Description:Having worked for the largest banks on the High Street and large IFA Practices over the last 18 years, Principal of Stoneacre Financial Planning Hugo decided he wanted to offer a more tailored and bespoke service putting the client at the heart of everything he does.
After considering feedback from past clients, who were always disheartened with sudden changes of advisers after only just getting to know them and not building any sort of relationship with them. He wanted to able reassure clients that he would be there for them when they needed him. He therefore aims to build long standing and trusted relationships with all of his clients from the start of their journey together.Working Hours :Monday– Friday, 8:30am to 4:30pm,1 hour lunch break.Skills: Communication skills,IT skills,Organisation skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
Reporting to the Administration Manager, your duties will include:
Acting as Case Handler and progressing mortgage and protection applications to completion
Checking cases are compliant in line with the Financial Conduct Authorities requirements
Liaising with customers and advisers re: the above
Compiling Reports for Management
Updating CRM
Training:Level 3 Financial Services Administrator apprenticeship standard.
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
Training Outcome:Assuming the applicant is successful in the role, the candidate will be offered a permanent position at the end of the apprenticeship (subject to market conditions). Employer Description:Established in 2001, Mortgage Required offers whole-of-market, professional, and friendly mortgage advice to customers. We are based in the South of England with our Head Office in Maidenhead.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customers' first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Property Agent Self-EmployedPortsmouth - Home BasedUncapped Commission - OTE £50,000+The opportunity
Self-employed opportunity with complete flexibility.Home-based role with autonomy to manage your own diary.Uncapped commission structure.Estimated earnings of £50,000+ per annum.Commission terms negotiable depending on experience, performance and existing network.Access to established branding, systems and support.Opportunity to build and develop your own local team.Support from established financial services and legal partners.The chance to play a key role in expanding an ambitious property business.
Ready to take control of your success?Are you an experienced estate agency professional who's tired of low commission, micromanagement or feeling undervalued despite delivering results? Perhaps you've built a strong local reputation and are ready to maximise your earning potential with the support of an established brand.One Estates is seeking an ambitious and commercially minded Property Agent / Area Manager to establish and grow our presence across Portsmouth. This is an exciting opportunity for an experienced sales or lettings professional to build their own territory, develop long-term relationships and create a sustainable income stream with uncapped earning potential.This is not a trainee opportunity. We're looking for someone who understands the realities of estate agency, can work autonomously and is motivated to build something of their own.Role overviewWorking remotely and managing your own diary, you will be responsible for generating instructions, building relationships within the local property market and developing a strong pipeline of opportunities.Duties will include:
Developing and growing One Estates' presence within the Portsmouth area.Generating instructions for both residential property sales and lettings.Building and managing a pipeline of prospective vendors and landlords.Conducting property valuations and winning new business opportunities.Developing relationships with mortgage advisers, financial services professionals, solicitors, accountants and other referral partners.Organising and conducting property viewings and appointments.Supporting clients throughout the sales and lettings journey, including progression activities where required.Using CRM systems effectively to manage opportunities, follow-ups and pipeline activity.Identifying opportunities to convert future business through relationship building and excellent customer service.Managing your own workload, appointments and business development activities.Maintaining regular communication and providing updates on activity and progress.Recruiting and developing a local property team as the business grows.
What success looks likeYou will be someone who can demonstrate:
A proven track record of generating new business and winning instructions.A realistic approach to converting opportunities, recognising that many clients may already be tied into agreements with other agents.Strong commercial awareness and an understanding of the contractual considerations involved in switching agents.The ability to balance business development, valuations, viewings and progression activities effectively.Excellent communication and accountability, keeping stakeholders informed of progress and activity.A clear strategy for building your portfolio and generating momentum from day one.
Skills and Experience
Previous experience within estate agency, property sales, lettings or property management is essential.A proven track record of winning instructions and generating new business, with the ability to demonstrate the strategies and results behind your success.Strong knowledge of the Portsmouth property market.Experience building and maintaining relationships with landlords, vendors and professional introducers.A realistic understanding of how to generate opportunities within a competitive marketplace.Strong commercial awareness, including an understanding of fee structures, profitability and pricing strategies.A sound understanding of the contractual considerations involved when clients move between agents, including notice periods and potential switching costs.Experience using CRM systems to manage pipelines, progression and follow-up activity.Excellent communication and relationship-building skills.Highly self-disciplined, organised and motivated.Able to work independently without the need for close supervision whilst maintaining regular communication and updates.Entrepreneurial in approach, with the drive and resilience to build a successful territory.Full UK driving licence and access to a vehicle would be advantageous.
Previous estate agency experience is essential, along with an established network of local industry contacts. You should be able to demonstrate how you have generated new business through your existing sales and lettings relationships, referrals and professional network.This is an opportunity to take ownership of your success whilst benefiting from the support, systems and reputation of a growing business.If you are passionate about property, understand what it takes to win and retain business, and are ready to build your future on your own terms, please apply with your updated CV. Property Agent, Estate Agent, Sales Negotiator, Lettings Negotiator, Valuer, Property Valuer, Residential Sales, Lettings, Estate Agency, Property Sales, Business Development, Property Consultant, Branch Manager, Area Manager, Self-Employed, Portsmouth Jobs. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
