As part of your role, you will be:
Speaking to clients to collect relevant information and adding it to the relationship management database
Checking all client records are complete, correct and up to date
Dealing with client queries and providing basic product information
Submitting client information to the mortgage lender
Managing the mortgage advisers’ diaries and supporting them to process mortgage applications
Liaising with lenders, solicitors and estate agents to proceed the mortgage applications along to completion.
Answering the phone and fielding client and lender messages
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:
After this apprenticeship, you will be able to progress to more senior roles within the organisation
Employer Description:Friends Capital are independent mortgage specialists. We cover the whole of the UK and offer advice to clients in purchasing, bridging and remortgaging properties; whether that be for a first-time buyer, home mover, landlord or property developer.
We also advise on, and arrange, insurance policies for clients, such as life insurance, income protection, critical illness cover and home insurance.Working Hours :Monday to Thursday
9.00 am to 5.30 pm
Friday
9.00 am to 3.00 pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Trustworthy,Reliable....Read more...
Communicating with Clients & third parties (Estate Agents, Lenders & Solicitors)
Creating Emails, Letters & Reports
Data Inputting
General administration tasks
Training:You will receive specific on-the-job training from the employer in your workplace at Trinity Mortgages.
Off-the-job training will be delivered using weekly classroom sessions delivered at Achievement Training city centres location, or you will be work-based and will be given time in the working week to study towards the theory element of the programme.
You will be working towards:
Level 3 Business Administration Apprenticeship Standard
Apprentices without Level 2 English and maths (A*-C or 9-4 GSCE) will need to achieve this level before the end of their apprenticeship
Training Outcome:
Business administration offers a broad range of skills that can be applied to many different sectors and so you would be able to transfer into a wide variety of roles such as accounting, payroll and HR
With further training you could also specialise in an area like legal, financial or medical administration, or progress with training to become a supervisor or office manager
Alternatively, you could train to become a personal assistant, working directly under an individual or manager and earning up to £50,000 a year
Employer Description:Trinity Independent Mortgage Brokers was established in 2005 by Peter Holmes, Becky Parsonage and Jamie Lee. All three had previously been employed together at a large firm of Independent Financial Advisers. A few years later, Jamie Lee retired from the mortgage industry. Pete & Becky’s knowledge, enthusiasm, experience and dedication to their many clients has established an extremely strong presence in the mortgage market and, following this, Trinity have expanded to become one of the leading brokerages in the southwest, their advice to clients being known to be of the highest standards of professionalism.
Trinity are totally independent so therefore have access to the whole mortgage market, thus providing the very best service for all their clients. We advise on purchases, remortgaging, first time buyers, development finance and also commercial finance. We are also independent in the insurance market and ensure that our clients have the best and correct protection products at all times.Working Hours :Monday to Friday
9am- 5pm
With a 1 hour lunch breakSkills: Communication skills,Attention to detail,Problem solving skills,Team working....Read more...
What you’ll do:
Support senior advisors in providing holistic financial planning for clients
Assist with research, analysis, and preparation of client reports
Learn to build and maintain long-term client relationships
Attend client meetings (with support) and assist with follow-up actions
Develop your knowledge of pensions, investments, tax planning, protection, and mortgages
Ensure all work meets FCA regulatory requirements and Consumer Duty standards
Training:Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard:
These financial advice apprenticeships typically include expert-led instruction, mentorship, and real-world application, allowing apprentices to develop a comprehensive understanding of the financial advisory profession
Successful completion of the Financial Adviser Apprenticeship leads to the industry recognised qualification Diploma for Financial Advisers (DipFA) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career
Training Outcome:
Clear career path from trainee to fully qualified Financial Advisor, with the opportunity to progress to Chartered status
Employer Description:ADNFC Wealth Management
ADNFC Wealth Management—operated by Clayton Holmes Naisbitt Financial Consultancy LLP—is an independent, chartered wealth advisory firm authorised and regulated by the FCA
ADNFC Financial / ADNFC Mortgages
ADNFC Mortgages is the trading brand of Andrew Nolan Mortgages Ltd, also FCA-authorised, specialising in delivering bespoke mortgage and protection solutionsWorking Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
You will provide administrative support as part of the People & Culture team, ensuring the department runs efficiently. You will deliver exceptional coordination, working on multiple projects at once, from onboarding a new employee to scheduling training for existing employees. Possessing a high degree of professionalism and discretion, you will represent both our company policies and the needs of our employees. Prior knowledge of HR legislation and policies is desirable.
Key responsibilities:
Be an ambassador of Apprentices on behalf of the People team and MAB.
Deliver an excellent administrative service to all colleagues.
Manage the MABlife mailbox, answering queries within the agreed timeframes.
Complete all administration tasks associated with new starters, leavers and updating relevant spreadsheets.
Update and circulate department organisation charts.
Become a super user of our HR system (IRIS) to navigate processes, escalate issues, raise support desk tickets and effectively report data for the management pack.
Support project work as part of the People Strategy.
Maintaining and updating personnel records.
Support with administration processing family leave requests (e.g. maternity leave, paternity leave, shared parental leave) and flexible working requests.
Ensuring that the policies of the company are observed, and that good practice is encouraged, particularly in the areas of Health & Safety, Equal Opportunities and Confidentiality.
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the organisation which are relevant to your post within the company, to meet the overall business objectives.
About YouThe skills, behaviours, and values required:
Acts with integrity and professionalism.
Proactive attitude towards problem solving.
Organisation skills, able to prioritise tasks.
Ability to bring new ideas and technologies to improve processes.
Active listening skills and an inquisitive approach to learning new information.
Excellent verbal and written communication skills.
Knowledge of current HR legislation and policies in the UK.
Commitment to the promotion of Equality and Diversity.
Training:As a Level 3 HR Support apprentice, you will complete the following qualifications as part of your apprenticeship:
Level 3 HR Support apprenticeship standard.
You will also develop the skills, knowledge and behaviours required to work within an office environment.
This apprenticeship is delivered in the workplace and 6 hours a week of your working time will be dedicated towards training and learning new skills.
You will be allocated a tutor who will provide you with personal support and assessment at pre-arranged times.
Assessment is through a variety of methods, including observations in the workplace, witness testimonies, product evidence and professional discussions.
All evidence will be logged to your electronic portfolio.
Training Outcome:Progression to a permanent position upon completion of the apprenticeship for the right applicant.Employer Description:Mortgage Advice Bureau. It all started with mortgages. Helping people own their first home, dream home, or save money in their current home.
Supporting advisers with growing their businesses. And being there for our MAB family and the goals they have. We’ve grown to become one of the UK’s largest mortgage advice brands. Something we never take for granted, but our trophy cabinet does look nice. We are MAB. Hello!
We’re a friendly, fun and knowledgeable bunch, who care about making a difference. With all life’s twists and turns, we believe it’s the connections we make and the opportunities we take that really matter. Right now, we’re focussed on being an amazing place to work, and providing an outstanding experience for our customers – by transforming the industry with the best mortgage journey and cementing our place as leaders in the sector.Working Hours :Monday to Friday - Times to be discussed at interview.
Hybrid working is available – three days in the office and the rest from home.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Initiative,Non judgemental,Integrity and professionalism....Read more...
