Your duties will include but are not limited to:
Processing mortgage applications for new and existing clients
Outbound calling of potential clients to secure appointments
Ensuring client needs are met
Following strict compliance process and procedures
Building excellent relationships with clients and colleagues
Updating our company database
Managing your own diary
Maintaining our high standard of customer service and follow strict procedures
Assisting colleagues in busy periods
Completing necessary training
Training:The Financial Services Administrator Level 3 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:This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.Employer Description:Expert Financial Ltd is an experienced mortgage broker offering whole of market mortgage advice in Huntingdon, St Neots and the surrounding Cambridge areas.Working Hours :9.00am - 5.00pm Monday to Thursday
9:00am - 4.00pm FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative,Patience....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
? Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
? Assessing client needs and recommending appropriate solutions aligned with their financial goals
? Following a structured advice process to ensure suitability, clarity, and compliance
? Staying up to date with relevant industry guidelines and maintaining internal compliance standards
? Working proactively to support lead conversion and contribute to business growth
What we are looking for:
? Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
? At least 2 years of experience in protection advisory within the UK
? Familiarity with regulatory standards and compliance expectations in financial services
? A background in financial or mortgage advisory services
? CeMAP qualification (preferred)
What's on offer:
? Competitive salary
? Good Commission scheme
? Hybrid working options
? Company pension scheme
? Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this r....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
* Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
* Assessing client needs and recommending appropriate solutions aligned with their financial goals
* Following a structured advice process to ensure suitability, clarity, and compliance
* Staying up to date with relevant industry guidelines and maintaining internal compliance standards
* Working proactively to support lead conversion and contribute to business growth
What we are looking for:
* Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
* At least 2 years of experience in protection advisory within the UK
* Familiarity with regulatory standards and compliance expectations in financial services
* A background in financial or mortgage advisory services
* CeMAP qualification (preferred)
What's on offer:
* Competitive salary
* Good Commission scheme
* Hybrid working options
* Company pension scheme
* Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
