Preparing reports and quotes, processing applications, managing adviser diaries, using back office and provider online systems, answering the telephone, greeting clients.Training:
Level 3 Business Administration Apprenticeship Standard delivered by Chelmsford College
At least 20% of your working hours will be spent training or studying
6-7 hours per week will be spent on "off-the-job training"
Training is provided both remotely and in the workplace
Details will be made available at a later date
Training Outcome:Possibility for continued employment or career progression after the apprenticeship.Employer Description:Fairstone Group is a national firm of Independent Financial Advisers assisting clients with Investments, Pensions, Mortgages and ProtectionWorking Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working....Read more...
Maintain and update client records
Assist with preparation of new business
Support advisers with day to day admin
Assist in preparing documents and client reports
Liase with providers to obtain information
Training:
Level 3 Business Administration Apprenticeship Standard delivered by Chelmsford College
At least 20% of your working hours will be spent training or studying
6-7 hours per week will be spent on "off-the-job training"
Training is provided both remotely and in the workplace
Details will be made available at a later date
Training Outcome:
Potential for full time employment
Employer Description:We are independent financial advisers providing personalised advice on investments, pensions, protection, mortgages, inheritance, tax planning, and general financial planning.Working Hours :Monday- Friday
Shifts to be confirmedSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Interest in Financial Services....Read more...
Residential Conveyancing Executive / Fee Earner / Licensed Conveyancer / Solicitor
Location: Marple
Salary: £40,000 £55,000 (dependent on experience)
Hours: Full-time, Monday to Friday, 9:00am 5:00pm (with 1-hour lunch break)
About the Firm
My client is a long-established and highly successful law firm with an excellent reputation for delivering quality legal services across the High Peak and Cheshire region. They pride themselves on their client-focused approach and supportive working environment.
The Role
An exciting opportunity has arisen for an experienced Residential Conveyancing Executive, Licensed Conveyancer, or Solicitor to join the team at the Marple office. The successful candidate will manage their own caseload of residential property matters, with the support of an experienced Conveyancing Assistant and the wider team.
You will have at least 5 years experience handling a broad range of residential conveyancing transactions, including:
- Sales and purchases
- Transfers of equity
- Re-mortgages
Key Responsibilities
- Preparing initial Terms of Business documentation and managing client onboarding
- Liaising with clients, agents, and third parties throughout the transaction
- Ensuring full compliance on all client matters
- Preparing contract packs and reviewing title documents
- Raising and responding to legal enquiries
- Managing exchange and completion processes
- Preparing financial statements
- Completing post-completion formalities
- Drafting and finalising reports on title
Person Specification
We are seeking a diligent, proactive, and professional individual with the ability to build and maintain strong client and third-party relationships. The ideal candidate will demonstrate:
- Strong residential conveyancing experience (minimum 5 years)
- Excellent communication and organisational skills
- Confidence in using case management systems and IT tools
- A hardworking and client-focused approach
If this opportunity interests you, please get in contact with Tracy on 0161 9147 357 or e-mail your CV to t.carlisle@clayton-legal.co.uk.....Read more...
Conveyancing Fee Earner / Residential Conveyancer / Licensed Conveyancer / Solicitor
Location: Marple
Salary: £45,000 £60,000
Hours: Full-time (flexible working arrangements available, including hybrid and remote options)
Benefits: Additional annual leave, employee discounts, parking pass, support for further qualifications and ongoing professional development, modern case management system and IT support, friendly and supportive team culture, opportunities for progression to senior roles and management
About the Firm
My client is a long-established and highly successful law firm with an excellent reputation for delivering quality legal services across the High Peak and Cheshire region. They pride themselves on their client-focused approach and supportive working environment.
The Role
An exciting opportunity has arisen for an experienced Residential Conveyancing Executive, Licensed Conveyancer, or Solicitor to join the team at the Marple office. The successful candidate will manage their own caseload of residential property matters, with the support of an experienced Conveyancing Assistant and the wider team.
You will have experience handling a broad range of residential conveyancing transactions, including:
- Sales and purchases
- Transfers of equity
- Re-mortgages
Key Responsibilities
- Preparing initial Terms of Business documentation and managing client onboarding
- Liaising with clients, agents, and third parties throughout the transaction
- Ensuring full compliance on all client matters
- Preparing contract packs and reviewing title documents
- Raising and responding to legal enquiries
- Managing exchange and completion processes
- Preparing financial statements
- Completing post-completion formalities
- Drafting and finalising reports on title
Person Specification
We are seeking a diligent, proactive, and professional individual with the ability to build and maintain strong client and third-party relationships. The ideal candidate will demonstrate:
- Strong residential conveyancing experience
- Excellent communication and organisational skills
- Confidence in using case management systems and IT tools
- A hardworking and client-focused approach
If this opportunity interests you, please get in contact with Tracy on 0161 9147 357 or e-mail your CV to t.carlisle@clayton-legal.co.uk
....Read more...
As an Admin Assistant/Report Writer Apprentice, you’ll play a vital role in supporting their advisers and ensuring their client processes run smoothly. This is a fantastic opportunity to gain experience in financial services administration while developing your report writing and professional skills.
Prepare suitability reports and documentation for mortgage applications and financial advice cases
Support advisers with client preparation and review packs
Chase and upload documents from clients onto the system
Input data into client management software
Chase providers and lenders for case updates
Input invoices and payments into the system
Perform other general administrative tasks around the office
Training:Level 3 Apprenticeship in Business Administration consisting of:
Level 3 Apprenticeship in Business Administration
Level 2 Functional Skills in Mathematics (if applicable)
Level 2 Functional Skills in English (if applicable)
You will be required to attend a half-day session with HBTC where you will work towards any functional skills (where needed) that you have to take. Additional off the job training will also be required as part of the Apprenticeship. There will also be an end point assessment.Training Outcome:After the Apprenticeship, there may be an opportunity for you to advance in the workplace or go on to higher education.Employer Description:Humba offers expert advice in both mortgages and financial planning, providing personalised solutions to meet customers' needs.Working Hours :Monday to Friday, between 9am - 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Key Responsibilities:
Client Onboarding & Communication:Prepare fee estimates via Perfect Portal, open files using Mattersphere, send terms and conditions, carry out ID and AML checks, and maintain regular communication with clients, estate agents, sales negotiators, and mortgage brokers
Case Administration:Draft attendance notes, update case management systems and Excel trackers, handle general client care, and manage incoming/outgoing post (may include occasional driving – mileage paid)
Conveyancing Support:Assist with residential and commercial transactions including contract preparation, raising enquiries, ordering searches, obtaining indemnity policies, and handling new build and First Homes scheme processes
Mortgage & Lender Liaison:Review mortgage instructions, request funds, submit COTs, refer Disclosure of Incentives Forms, and manage ISA/LISA bonuses
Exchange & Completion:Arrange signing of documents, prepare exchange letters, request redemption statements, produce completion statements and bills, liaise with accounts for payments, and prepare/post completion packs
Post-Completion Work:Submit SDLT forms and AP1s, respond to Land Registry requisitions, handle leasehold/management documents, update lenders and portals, and manage all final registration steps
Software Used:Mattersphere, Perfect Portal, LMS, Lender Exchange, MS Office, and Excel
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
Training Provider: Birmingham Metropolitan College – Sutton Coldfield CampusTraining Outcome:
Opportunity for progression within the company for the right candidate
Employer Description:Sandhu Solicitors is a well-established law firm known for delivering high-quality legal services with a client-focused approach. Specialising in property law, the firm handles a wide range of conveyancing matters including residential and commercial sales and purchases, re-mortgages, transfers of equity, and new build transactions. Led by experienced legal professionals, Sandhu Solicitors prides itself on offering clear, practical advice and maintaining strong client relationships through reliable, efficient service.Working Hours :Monday- Friday 9am- 5pm
Occasional Saturday shiftSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Data entry and updates into our CRM and systems for new and ongoing client servicing and engagement processes
Maintaining and updating client records
Liaising with product providers contact to obtain valuations/product information
Close liaison will all team members to ensure all business processes run smoothly and effectively
Troubleshooting and problem solving when relevant
Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and filing, servicing event management
Understanding and adhering to compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training
Basic letters and correspondence
Attending internal/external training courses and events where required, which may require some travel
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:This apprenticeship offers a route for a career in the financial sector. A permanent position may be available upon completion of the apprenticeship dependent on performance.
We have a clear progression path for the right candidate.Employer Description:We are experienced mortgage advisors, based in Hampshire and advising across the UK. We specialise in residential mortgages and can offer advice to employed and self-employed individuals looking to purchase a new property, remortgage an existing property, expand a buy-to-let portfolio or raise capital for home improvements. It’s vital to us that our client’s futures are protected so we also advise on Life Insurance, Critical Illness Cover, Income Protection and a wide range of other insurances.Working Hours :9.00am - 5.00pm, Monday-Thursday (can be flexible with workday hours).Skills: Communication skills,IT skills,Attention to detail,Analytical skills,Logical,Team working,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
