The key duties of the post are as follows:
Reconciling Insurance & Mortgage Broker commissions, using our mortgage system to enter commission amounts to be paid
Entering supplier invoices into Xero
Answering broker queries by phone or email
Assisting with the weekly bank reconciliations
Using pivot table to summarise income and expenses
Purchase and sales ledger postings
Raising sales invoices
Credit control
Assist in recording financial transactions using accounting software
Maintain accurate and organised financial records
Support the preparation of financial reports and statements
Completing other duties as required
Training:Gaining the AAT Level 2 (AQ2022) qualification
Studying the following modules:
Introduction to Bookkeeping
Principles of Bookkeeping Controls
Principles of Costing
The Business Environment
Training is via our live online learning portal, typically one day a week. Support by a qualified tutor and work coach to ensure successful completion of your apprenticeship.Training Outcome:After successfully achieving the AAT Level 2 qualification, the candidate will be considered for the Level 3 and Level 4 AAT. Apprenticeship training and/or the opportunity to progress to a more senior level with the firm and a career within accountancy.Employer Description:Connect Mortgages are a multi-award-winning team of professional mortgage advisers with a strong track record of delivering exceptional customer service. Our team is dedicated to finding the right mortgage product and aims to meet your needs, no matter your circumstances.Working Hours :Monday-Friday 9am-5pm.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,Creative,Initiative,Non judgemental,Patience....Read more...
• Mortgage compliance administration – keying mortgage application data and producing documents detailing advice given from mortgage brokers• Mortgage application processing – speaking to mortgage lenders, requesting updates and checking timescales• Case progression – speaking to solicitors, ascertaining when cases are expected to complete and whether all documentation has been received• General office work – taking calls, booking appointments, file managementTraining: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:Potential progression through to Mortgage Administrator and complete CeMAP qualifications.Employer Description:Ferro Financial is an award-winning, mortgage and life insurance broker, advising clients across the UK.
As experienced, friendly and professional advisors, we offer a comprehensive service meeting the mortgage needs of home owners, first time buyers and property landlords.
Our job is to look across the market and offer bespoke propositions helping clients secure the most suitable mortgage and life insurance products, tailored to their personal circumstances.Working Hours :4 days of applicants choice. 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Logical....Read more...
Act as the primary point of contact for clients, providing timely updates and responding to inquiries throughout the mortgage application process
Liaise with mortgage advisors, lenders, and solicitors to ensure all necessary documentation is accurately processed and submitted
Manage the administration of mortgage applications, including the preparation of application forms, collation of supporting documents, and monitoring of application progress
Utilise organisational skills to maintain accurate and up-to-date client records, ensuring compliance with data protection regulations
Demonstrate initiative in identifying and resolving potential issues that may arise during the application process, ensuring minimal disruption to the client experience
Support the team in achieving service excellence by contributing to process improvements and sharing best practices
Stay informed of changes in mortgage products, lending criteria, and regulatory requirements to effectively support clients and advisors
Training:
Business Administration Level 3
Online delivery from designated tutor
Assessment of skills, knowledge and behaviour in the workplace
Training Outcome:
The opportunity to become a full-time mortgage advisor
This is a gateway apprenticeship role into the financial services industry
Competitive salary and opportunities for professional development. Including the option of becoming a mortgage broker
Comprehensive training program to support your career growth in the financial services industry
Employer Description:Q was developed and launched with one motivation in mind – to help guide our clients through the often-complicated world of Financial Services. ‘Securing Your Future’ is our company motto and our passionate team always strive to give the best advice and find the financial solutions that are right for you and the people you care about.
Founded on over 25 years of financial experience and knowledge, Q have all the tools to make life a little easier when it comes to making those big financial decisions – ensuring you do so with maximum confidence and minimum stress!Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative....Read more...
As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include:
Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone.
Documentation: Preparing and managing paperwork for mortgage applications and protection policies.
Data Entry: Updating client information and maintaining accurate records in the system.
Support: Providing administrative support to mortgage advisors and protection specialists.
Research: Gathering information on mortgage products and protection plans to assist advisors.
Compliance: Ensuring all processes comply with regulatory requirements.
This role is perfect for someone who is detail-oriented, organised, and eager to learn about the financial services industry.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:At BatesWilcox, there are excellent prospects for career progression. As an Apprentice Mortgage and Protection Admin, you will have the opportunity to:
Progress to Mortgage Adviser: With experience and additional training, you can advance to a Mortgage Adviser role.
Further Apprenticeships: Opportunities for further apprenticeships to enhance your skills and qualifications.
Further Training: Continuous professional development through training programs to keep you updated with industry standards.
BatesWilcox is committed to supporting your career development and helping you achieve your professional goals.Employer Description:BatesWilcox Mortgage Solutions Ltd is a mortgage broker based in Newbury, Berkshire. They offer a range of services including:
Mortgage Advice: Helping clients find the right mortgage product for their needs, whether it’s for a first home, a holiday/investment property, or re-mortgaging.
Protection Services: Providing advice on various protection products to ensure clients and their families are financially secure.
Specialist Services: They are authorized to advise on mortgages using the Own New Scheme, which is designed for new build properties.
Their goal is to simplify the mortgage process and provide peace of mind to their clients through clear and comprehensive adviceWorking Hours :Monday - Friday, 9:30 - 17:30.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Adaptability....Read more...
