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...
This role offers an excellent entry point into a career in financial crime prevention. As part of the Financial Crime Team, you’ll help ensure effective controls are in place to prevent fraud and financial crime. The team also develops learning materials and resources to equip advisers, approved persons, and colleagues with the knowledge needed to identify potential fraud and follow the correct processes. They provide specialist guidance wherever concerns arise.
As a Financial Crime Apprentice, you will contribute to protecting the business, our customers, and our partners from financial crime risks. You’ll support the detection, investigation, and prevention of fraud, money laundering, and other financial crime activity. The apprenticeship combines practical experience with structured learning, helping you build the skills and expertise needed for a future career in financial crime, risk, or compliance.
Key Responsibilities:
Learning the basics of identifying fraud and financial crime prevention.
Assist in reviewing alerts and referrals relating to fraud, money laundering, and other suspicious activity.
Support the analysis of documentation to identify potential signs of financial crime.
Help with investigations by gathering information, organising evidence, and documenting findings.
Provide clear and professional communication when obtaining information needed for financial crime assessments.
Support advisers with guidance on documentation requirements and fraud prevention processes.
Help ensure cases are escalated appropriately to senior team members when required.
Assist in maintaining accurate records and case files to support audits and regulatory requirements.
Support the Financial Crime Manager when presenting to advisers and firms to improve fraud awareness and reduce the risk of financial crime.
Help create and update financial crime-related material published by MAB.
Help produce MI (Management Information) reports on trends, risks, and recurring issues.
Work closely with colleagues across the Financial Crime and Risk & Compliance Team.
Participate in team meetings, training sessions, and improvement projects.
Suggest enhancements to processes, controls, and tools where opportunities arise.
Shadowing the Financial Crime Manager in meetings with stakeholders.
Assist the Financial Crime Manager with other projects/tasks as required/agreed.
Learn communication skills for working with colleagues across all departments.
Learn problem-solving and analytical thinking.
Training:Compliance and Risk Officer Apprenticeship Level 3.
Risk and compliance are a key department in any business. This apprenticeship is designed to give individuals in your organisation the knowledge they need to fully understand the implications for their team, organisation, and industry.
Ideal for those working within a usually FCA, regulated environment, who are in the early stages of their career for spotting risk and compliance issues.
It is particularly beneficial for those individuals who need to understand frameworks, policies, and procedures to ensure the business runs effectively. Apprentices will also achieve a qualification from the International Compliance Association (ICA).
Apprentices will choose from the following Mandatory ICA qualification options: International Advanced Certificate in Anti Money Laundering, Advanced Certificate in Managing Fraud or International Advanced Certificate in Regulatory Compliance.
Also included in the apprenticeship:
ICA Public Workshops.
Optional Microsoft Specialist Skills.
Application of skills.
Development Sessions.
Portfolio of Evidence.
Professional Discussion.
Interview.
For each module, learners benefit from attending small, scheduled online classes taught by a subject matter specialist. Each apprentice will also have access to online materials which they will be directed to use. An apprenticeship must be relevant to the job you are undertaking, and you must dedicate 20% of your time towards it. Training Outcome:Financial Crime Analyst.Employer Description:We're transforming our industry with the best mortgage journey, which is only made possible by ensuring we empower our people to be their best at work, aligned to our core values. Our team are connected by our values we call our 'DNA'. Our DNA runs through everything we do at MAB and guides us on our journey for everyone to be their best self. https://www.mortgageadvicebureau.com/recruitment-page/ please see our video here to hear it from our very own people!Working Hours :Monday to Friday. Working hours flexible between 8-9.30am and 4.30-6.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
