Liaising with clients and obtaining information and documentation in order to update files
Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties
Helping existing clients to update their online portal
General office duties (taking calls, helping on reception, filing and arching old data)
Helping complete mortgage application data for pre-submission checks
Organising diary and scheduling appointments
Training: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
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.Training Outcome:
Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser
Employer Description:With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.
Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.
We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.Working Hours :Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.Skills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative....Read more...
Daily post and issue to each advisor
Answer the telephone
Assist with walk in, telephone and online enquiries
Book appointments
Contact providers
Offer additional support to the existing administration team
Training: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
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 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.Training Outcome:
Further apprenticeships/training, permanent position
Employer Description:Veracity Financial Planning is an IFA (Independent Financial Advice) firm in Nottingham which was founded in 2009 to give pension advice, investment advice and mortgage advice in Nottingham and its environs. Veracity’s aim was to create a firm which offered a sensible, workable and visible charging structure, with simple and valuable planning techniques, that make a difference to our clients’ ability to make realistic and improved plans for their future, we have a strong team of 12 advisors and 2 administrators.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 2.00pmSkills: Communication skills,Attention to detail,Number skills,Team working,Initiative....Read more...
