Manage & progress client files in respect of mortgage applications
Provide critical administrative support to our mortgage advisors and office team
Provide regular updates & excellent service to clients
Liaise with lenders, solicitors and clients in a professional and informative manner
Manage telephone enquiries effectively and efficiently
Undertake necessary training and maintain continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
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:A further apprenticeship or permanent position may be available upon completion of this apprenticeship, dependant on performance.Employer Description:Bluebell Mortgages are established Mortgage & Insurance Brokers, with over 30 years industry experience. We provide expert advice and guidance along with excellent client service.Working Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Positive attitude....Read more...
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...
Managing communications with clients, mortgage brokers, surveyors, agents, suppliers, and developers
Coordinating and booking mortgage valuations, snagging reports and furniture installations
Handling invoicing for the above and placing purchase orders with suppliers
Managing and escalating client complaints professionally, aiming for swift resolution
Supporting the After Sales Manager, stepping in to help with exchange-related tasks when needed
Minimum of 6 hours per week spent on apprenticeship work and training
Training:Business Administrator Level 3.
You'll attend monthly 1-2-1 meetings (online via teams every month - NO classroom OR college!) with your tutor and learn about modules including the organisation, stakeholders, relevant regulation, business fundamentals, processes & external factors. You will be given a minimum of 3-hours per week to complete any apprenticeship work (assignments, research, and projects) and will receive at least another 3-hours of training from your employer.Training Outcome:As with any apprenticeship opportunity - if you prove yourself to be a valuable member of the team there is a strong chance of a permanent post within the business.Employer Description:Founded to fill a gap in the market for honest and transparent property investment advice, CityRise now in its sixth year continues to deliver tailored UK-wide investment solutions with a personal, expert-led approach. As a growing team of 17, they are now looking for an After Sales Executive to support their next phase of expansion.Working Hours :Monday to Thursday 9am to 5.30pm, Friday 9am to 5pm.Skills: Administrative skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Organisation skills,Team working....Read more...
Provide excellent customer service via e-mail, telephone, and internal/external messaging systems
Meeting with, discussing, and understanding the needs of clients
Scheduling appointments that are suitable with the client’s availability
Performing research of the local market by comparing properties and checking market activity to establish a selling price
Listing properties with the relevant services and amenities
Liaising between the buyers and sellers to negotiate prices by using their marketing abilities and knowledge
Taking digital photos of properties for presentation to buyers and advertising collateral
Revealing any new information to buyers and presenting any details about the properties seen during the research process
Staging home properties for visits
Meet and greet service to customers
Provide customers with advice, guidance and support
Helping with customer issues and after care
Resolving customer complaints
Data management and compiling reports
Keeping marketing materials up to date
Training:
Level 2 Customer Service Apprenticeship Standard
All training is conducted at the employer's site with a face-to-face skills coach once a month
Employer-led detailed off-the-job training
Training Outcome:
Potential for full-time employment for the right candidate
Employer Description:Louis and Co put professionalism, honesty, transparency, and integrity are at the heart of everything they do. The company strategy is to have one agent from valuation to completion. The team is built on invaluable relationships with solicitors, surveyors, and mortgage brokers, all crucial in holding a sale together. The company believe that great customer service is the key to a great customer experience. As a result, fall-through rates are low and many past sales have occurred purely through word of mouth and excellent service.Working Hours :Monday to Friday, 9.00am - 5.00pm.
Saturday, 9.00am - 1.00pm.
Day off in the week given to compensate for Saturday working.
Half an hour for lunch (Unpaid)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Initiative....Read more...
We’re on the lookout for a Supervisor to join our team!
Right at the heart of the pub - creating moments of joy. You’ll be there supporting the team to deliver the everyday moments and those stand-out occasions. You’ll thrive from an environment that is busy, varied, fast paced but most importantly - fun!
At Marston’s, you will be working towards your Hospitality Academy Supervisor Apprenticeship Level 3 qualification over the course of 15-months.
As Supervisor you’ll: Have a natural talent for leading and motivating others, you’ll share moments of joy with our team and guests. You and the pub team will pride yourselves on delivering an experience that gets our guests coming back for more.
Have previous experience in a similar Supervisor or Team Leader role
Work with wider pub management team to ensure the business runs efficiently and profitably
Opening and closing, stocking, and cashing up
Be a role model for customer service
Ability to think on the spot and use your initiative
Accountable for the smooth running of shifts and for managing all aspects of the pub when the wider management team is away
What comes next is up to you: If you have the determination to drive your development, we’ll support you to progress into an Assistant Manager role and beyond!
What you get from us: You'll be joining an award-winning local pub company that puts people first, lives by people-led values, and offers real opportunities to advance your career - with genuine benefits that include:
30% off at all our pubs, restaurants, and hotels
A reliable hours contract, to give you the security you deserve
Refuel at work with our £4.50 meal deal option whilst on shift, including popular menu dishes plus a drink
Flexible and part time hours offered to work around your family or higher education
Marston’s Cheers Reward & Recognition Platform (earn points to spend for living and breathing our values and behaviours and access high street retailer discounts)
Health Screening Discounts
Long Service Awards
Gym Discounts
24-hour GP helpline
Mortgage Advice and support
Fantastic range of apprenticeship programmes to support your career
A friendly and lively atmosphere, working alongside passionate and diverse teammates
Access to Licensed Trade Charity for financial, mental, and emotional well-being support
Come as you are. Personality counts for more than anything else here. We’ll accept you and celebrate you for being you. We can’t wait to see what we can make happen together. Marston’s could be the making of you.
Marston’s. Where people make pubs.Training:Hospitality Supervisor Level 3.Training Outcome:Marston’s offer ongoing training and support and actively encourage their employees to progress.Employer Description:We’ve been running pubs and brewing beer in one form or another for more than 185 years – a heritage that we’re incredibly proud of! Today we operate more than 1,400 pubs, bars and hotels.Working Hours :Shift work including evenings and weekends, exact shifts to be confirmed.Skills: Communication skills,Attention to detail,Customer care skills,Team working....Read more...
We're on the lookout for a new Bar and Waiting Apprentice to join our team!
New to hospitality? You won't be for long! Make a name for yourself in one of our pubs. Our Bar and Waiting teams are at the heart of it all, right where the magic happens. It's not just a shift at the bar. It's mastering the best pint. It's not just delivering delicious, quality food. It's about creating those happy, memorable moments that leave our guests coming back for more.
Whether you're an expert now or you're just starting out, we're here to help you become your absolute best.
At Marston's, you will be working towards your Food and Beverage Team Member Level 2 Apprenticeship qualification over the course of 15 months.
As part of our Bar and Waiting team, you'll be the face of our pubs, creating and maintaining a vibrant and welcoming atmosphere.
Be responsible for taking orders, serving and upselling our fantastic food and drinks
Be passionate about providing brilliant customer service
Care about the wider team, turning your hand to support wherever needed
Gain people, marketing and operational skills whilst getting paid for it!
Be encouraged to progress in your role whilst achieving a long-term career (if that's what you're after)
What comes next is up to you: Whether you'd like to progress your skills and become an expert in the role you join us in, develop and seek that next level up, or explore wider opportunities across our pub, hotels and pub support centre, we have a range of career pathways to suit all.
What you get from us: You'll be joining an award-winning local pub company that puts people first, lives by people-led values, and offers real opportunities to advance your career – with genuine benefits that include:
30% off at all our pubs, restaurants, and hotels
A reliable hours contract, to give you the security you deserve
Refuel at work with our £4.50 meal deal option whilst on shift, including popular menu dishes plus a drink
Flexible and part-time hours offered to work around your family or higher education
Marston's Cheers Reward & Recognition Platform (earn points to spend for living and breathing our values and behaviours and access high street retailer discounts)
Health Screening Discounts
Long Service Awards
Gym Discounts
24-hour GP helpline
Mortgage Advice and support
Fantastic range of apprenticeship programmes to support your career
A friendly and lively atmosphere, working alongside passionate and diverse teammates
Access to Licenced Trade Charity for financial, mental, and emotional well-being support
Come as you are. Personality counts for more than anything else here. We'll accept you and celebrate you for being you. We can't wait to see what we can make happen together. Marston's could be the making of you.
Marston's. Where people make pubs. Training:Chef Academy Commis Chef L2, including Functional Skills in Maths and English.Training Outcome:Marston's offer ongoing training and support and actively encourage their employees to progress.Employer Description:We've been running pubs and brewing beer in one form or another for more than 185 years - a heritage that we're incredibly proud of! Today we operate more than 1,400 pubs, bars and hotels.Working Hours :Shift work including evenings and weekends, exact shifts to be confirmed.Skills: Team Working,Organisation Skills....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals 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
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
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:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 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
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....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...
