Act as a main point of contact for clients, keeping them fully updated at each stage of their mortgage journey
Respond promptly and professionally to client queries, concerns, and requests
Liaise regularly with solicitors, estate agents, and other third parties to gather updates and resolve issues
Accurately update and maintain our CRM system with all client information and daily activity
Manage and maintain client records, ensuring data is complete, up to date, and compliant
Manage advisors’ diaries, including booking, rescheduling, and confirming appointments
Prepare and create documents and information packs in advance of client appointments
Ensure all documentation is correctly prepared and stored in line with internal processes
Provide general administrative support to advisors and the wider team as required
Take inbound calls via the main switchboard, dealing with enquiries directly where possible or directing calls to the appropriate advisor or team member
Training:
The apprentice will be working towards the Customer Service Specialist Level 3 Apprenticeship Standard
Delivered in the workplace via online training with Colchester Institute
Training Outcome:Mortgage and Protection Advisor.Employer Description:Founded in 2009 by Natasha Brown, Gateway Mortgages is a brokerage for all things mortgage and protection. Gateway Mortgages prides itself on keeping good relations which all their clients and works hard to ensure that all clients receive the best possible service. Based near Braintree Designer, with a team of 7 staff. Gateway Mortgages keeps on growing, with now an estate agents attached and also a specialist lending brokerage, which deals with commercial lending.Working Hours :Monday to Friday 9am - 5pm, with a one hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Initiative,Patience....Read more...
NEW ROLE | Residential Conveyancer | Macclesfield
Are you a Residential Conveyancer, Conveyancing Solicitor, Conveyancing Legal Executive, or Licensed Conveyancer looking for your next opportunity?
A well-respected Macclesfield-based firm is seeking a qualified Residential Conveyancer to join their Residential Property team.
About the role:
You will manage a mixed caseload of freehold and leasehold residential sales and purchases, working on matters from start to finish with support as needed. Your work will include:
- Sales and purchases, mortgages, re-mortgages, and buy-to-lets
- Liaising with clients, estate agents, and solicitors
- Preparing contracts and mortgage reports, checking titles, and raising enquiries
- Carrying out searches, reporting results, and managing client expectations
- Preparing matters for completion, including accounts packs
- Any additional duties reasonably requested by management
About you:
- Qualified Residential Conveyancer with 5+ years experience
- Strong communication and relationship-building skills
- Able to manage a diverse and busy caseload independently
Benefits include:
- Competitive salary: £55,000£70,000 + 3-tier monthly bonus scheme
- 29 days annual leave (inclusive of bank holidays), increasing with service
- Birthday off, gifted Christmas holidays, and Star of the Month day off
- 4x Death in Service benefit
- Westfield Healthcare Cash Plan & Employee Assistance Programme
- Pension (5% contribution, salary sacrifice if eligible)
- Staff discounts and 5* Trust Pilot Review holidays
- On-street parking
Hybrid working:
- 2 days WFH, 3 days in-office (initially office-based for induction; hybrid available for experienced hires)
If youre ready to join a large, supportive, and well-established team, please submit your CV to t.carlisle@clayton-legal.co.uk.....Read more...
Role: Residential Conveyancer
Location: Wirral | Hybrid Working
Competitive Salary + Benefits
Forward-Thinking, Growing Firm
I am working in partnership with a well-established, progressive law firm on the Wirral that is looking to add an experienced Residential Conveyancer to its team. This is a great opportunity to join a supportive, modern environment where the focus is on quality of service, sensible caseloads, and professional development.
The Role
You will manage your own varied residential conveyancing caseload of around 80 files, with strong support and efficient processes already in place. Matters include:
- Freehold & leasehold sales and purchases
- Transfers of equity
- Re-mortgages
- New Build
You will work collaboratively with colleagues, provide clear communication to clients and third parties, and ensure a smooth, well-managed workflow from instruction to completion.
What Were Looking For
- Experience managing a residential conveyancing caseload independently
- Strong client care and communication skills
- Ability to work proactively and maintain high standards of service
- A team player who enjoys being part of a supportive, forward-thinking department
Whether you are a licensed conveyancer, solicitor, legal executive or highly experienced conveyancing fee earner - your experience is what matters.
Whats On Offer
- Competitive salary aligned to experience
- Hybrid working once settled into the role
- Structured team support and modern case management tools
- Friendly, collaborative culture with genuine work-life balance
- Career development opportunities as the firm continues to grow
If this role of interest to you, please get in touch with Rebecca on 0151 2301 208 or send across your CV to Rebecca r.davies@clayton-legal.co.uk.....Read more...
You will support the Head of Finance and the residential the conveyancing teams in a wide range of administrative duties;
Input of client and office transactions onto system;
Allocation of receipts on bank statements;
Input of month end bills on Sage;
Assisting with month end tasks on Excel;
Drafting completion statements;
Checking and archiving files to be closed;
Filing
Other ad-hoc tasks as required by the Head of Finance;
Liaising with colleagues in relation to accounts queries.
Handling telephone enquiries, correspondence & emails to provide updates and information.
Liaising with staff from other Ocean group companies
Liaising with other law firms, banks and estate agents when involved in transactions
Providing assistance to the Head of Finance as required
Protecting clients' interests at all times, while taking precautions against potential fraud and money laundering
Training Outcome:
At the end of the apprenticeship we would be expecting to offer full time employment with potential for career progression in the future
Employer Description:
Residential Conveyancing – sales, purchases and re-mortgages
Working Hours :Monday – Friday 9am to 5.30pm with 1 hour lunch breakSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
An exciting opportunity has arisen for a Conveyancing Assistant / Conveyancing Secretaryto join a well-established law firm offering expert legal services in property, family, corporate, and dispute matters.
As a Conveyancing Assistant / Conveyancing Secretary, you will be supporting the conveyancing team in managing a busy caseload from instruction to completion.
This role can be full-time or part-time offering salary range of £24,500 - £28,000 (FTE) and benefits.
You will be responsible for:
? Handling general administrative tasks, including opening new client files, sending client care letters, and managing appointments.
? Support the Fee Earner in managing a full case load from start to finish, including exchange, completion, registration, and archiving.
? Submitting searches, reviewing mortgage offers, and assessing title documents while flagging concerns to the Fee Earner.
? Responding to enquiries and liaising with third parties such as management companies, councils, and lenders.
? Manage a variety of residential matters, including sales, purchases, re-mortgages, new builds, and shared ownership properties.
? Keeping up to date with AML & risk management obligations.
? Communicating with clients, agents, brokers, and third parties via telephone, email, and letter.
What we are looking for:
? Previously worked as a Conveyancing Assistant, Conveyancing Secretary, Legal Assistant, Legal Secretary, Conveyancing Paralegal, Paralegal or in a similar role.
? At least 2 years experience in residential conveyancing.
? Strong understanding of general office procedures.
? Strong computer skills and a keen eye for detail, along with excellent written English.
? Polite, courteous, and respectful to clients, colleagues, and all visitors at all times.
Whats on offer:
? Competitive Salary
? Company pension
? Company events
? On-site parking
Apply now for this exceptional opportunity to work with a dynamic team and further enhan....Read more...
Regular Daily tasks include (but are not limited to):
Saving, organising, and certifying client documentation in line with company and regulatory requirements
Answering inbound telephone calls and handling basic client enquiries in a professional and courteous manner
Managing mortgage referrals by accurately allocating leads to brokers
Communicating regularly with clients, solicitors, and estate agents via email to progress mortgage transactions
Supporting brokers by liaising with lenders, chasing outstanding information from clients and uploading documentation to lender portals
Assisting with the provision of appropriate content to the Social Media Manager, as required
Keeping up to date with regular network and compliance updates, ensuring adherence to current regulatory standards
Training:Level 3 Business Administrator Apprenticeship Standard, which includes:
Full on-the-job training will be delivered
Functional skills in maths and English (if required)
End-Point Assessment (EPA)
Training Outcome:On successful completion of the apprenticeship, a permanent position with the company will be discussed.Employer Description:A Little Bit about our Mortgage Library
Specialists in researching the best mortgage products & interest rates
With our catalogue of products from a comprehensive range of mortgages from across the market, our mortage advisors will quickly find a mortgage that suits your individual needsWorking Hours :Monday - Friday, 09:00-17:00, 1 hour lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills....Read more...
By the end of the apprenticeship, we would envisage that you will be able to carry out the following:
Liaise with customers, advisers & lenders to process mortgage / protection applications and process associated documents in line with lender requirements and to meet deadlines, customer needs and regulatory requirements.
Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout.
Liaise with pension providers to ensure a swift process is followed.
Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.).
Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers.
Add new customers to the CRM 360. Update ongoing applications with regular information and notes in order that progress can be monitored.
To be considered for this role, you must have the following:
Be able to communicate.
A willingness to absorb a lot of new information, learn and develop.
Good attention to detail.
Good time management and inter-personal skills.
Good computer / Microsoft Office skills.
Training:The apprentice will have an assigned Educator from Heart of England Training, they will be trained within their workplace and meet regularly via Teams with their Educator.Training Outcome:It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.Employer Description:FINANCIAL SERVICES – MORTGAGES, MORTGAGE PROTECTON (LIFE INSURANCE), PENSIONS & INVESTMENTS.Working Hours :Monday - Friday, 9.00am - 5.00pm.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,Non judgemental....Read more...
As part of your role, you will:
Build and maintain effective working relationships with clients
Liaise with various internal departments, and third-party lenders and solicitors, to ensure the customer journey is completed smoothly, without any delays
Respond to client phone calls and emails
Book appointments, and update and maintain internal systems and databases
Provide administrative support, ensuring all paperwork complies to legal and regulatory standards
Training:Your apprenticeship will be delivered at your place of work.
You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues. Training Outcome:Following successful completion of the apprenticeship, you will be able to move to a more senior role within the organisation.Employer Description:Mab Kent Ltd are part of, The Mortgage Advice Bureau, who are the UK’s leading mortgage intermediary brand.
With more than 2,000 advisers across the UK, we offer expert mortgage advice on a local, regional, and national level to UK consumers, both face-to-face and over the phone.
The expert advice we offer, combined with the volume of mortgages that we arrange, places us in a very strong position to ensure that our customers have access to the latest deals available and receive a first-class service.
We handle more than £16 billion of loans annually and were the first - and are currently the only - mortgage intermediary to have floated on the London Stock Exchange, having joined the Alternative Investment Market (AIM) in November 2014. We have won over 200 national awards for the quality of our advice and service.Working Hours :Monday to Friday, 9.00am to 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Trustworthy,Reliable,Relationship building....Read more...
An exciting opportunity has arisen for a Conveyancing Assistant / Conveyancing Secretaryto join a well-established law firm offering expert legal services in property, family, corporate, and dispute matters.
As a Conveyancing Assistant / Conveyancing Secretary, you will be supporting the conveyancing team in managing a busy caseload from instruction to completion.
This role can be full-time or part-time offering salary range of £24,500 - £28,000 (FTE) and benefits.
You will be responsible for:
* Handling general administrative tasks, including opening new client files, sending client care letters, and managing appointments.
* Support the Fee Earner in managing a full case load from start to finish, including exchange, completion, registration, and archiving.
* Submitting searches, reviewing mortgage offers, and assessing title documents while flagging concerns to the Fee Earner.
* Responding to enquiries and liaising with third parties such as management companies, councils, and lenders.
* Manage a variety of residential matters, including sales, purchases, re-mortgages, new builds, and shared ownership properties.
* Keeping up to date with AML & risk management obligations.
* Communicating with clients, agents, brokers, and third parties via telephone, email, and letter.
What we are looking for:
* Previously worked as a Conveyancing Assistant, Conveyancing Secretary, Legal Assistant, Legal Secretary, Conveyancing Paralegal, Paralegal or in a similar role.
* At least 2 years experience in residential conveyancing.
* Strong understanding of general office procedures.
* Strong computer skills and a keen eye for detail, along with excellent written English.
* Polite, courteous, and respectful to clients, colleagues, and all visitors at all times.
Whats on offer:
* Competitive Salary
* Company pension
* Company events
* On-site parking
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
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...
Prepare all client valuations and supporting documentation for all review meetings
Track client review dates and book appointments for the advisors
Correspondence with clients – via emails, letters and over the phone
Attending client meetings and taking notes
Data entry into spreadsheets and inputting client data into our online databases, for this you must be able to demonstrate a good attention to detail
Keeping client files up to date/organised and where possible, storing information online
Help the advisors prepare and gather information on client policies and investments
Assisting advisors with cases
Scan all relevant client information and incoming post from providers
Take the post at the end of the day
Tracking the advisor renumeration
Answer the phone in the first instance (within three rings) so calls can be managed for the advisors
Answer the door to clients/providers, making sure they sign in and offering coffee and tea
Always assist in keeping the office clean and tidy
Assist the management team with a variety of tasks, including arranging client social events, HR and HSE updates, ordering office stationery and any other general duties
Training:Next Level Training will provide comprehensive training and support throughout your apprenticeship period. This includes:
Level 3 Business Administration Apprenticeship Standard (14-months)
Functional skills development in English, maths, and ICT (if applicable)
Employability skills training
Workshops and training days at our academy and online
Tutor-led workplace assessments and ongoing support
Training Outcome:A business administration apprenticeship can help lead towards multiple career paths in a number of different sectors.Employer Description:Digby Associates is a Wealth Management Firm based in the heart of Bristol’s city centre, with an additional office in Cheltenham. Founded in 2007, we have built our business on reputation – the caring financial advisers who want to add value to our clients lives. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions and Inheritance Tax mitigation.Working Hours :Monday to Friday between 9am to 5pm.Skills: Communication skills,Organisation skills,Problem solving skills....Read more...
Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
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 sectorAs 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:
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.
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:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
You’ll spend most of your time working alongside experienced colleagues, learning relevant and valuable skills, and contributing to exciting projects whilst also following an established apprenticeship program, graduating after four years with a Level 6 Financial Services Professional Apprenticeship, which includes a Degree in Applied Finance.
Apprentices evolve during the program based on their career aspirations and depending on how quickly their technical and soft skills develop. We encourage apprentices to take advantage of employee networks, mentorship and all other resources made available to them to accelerate their career. Successful apprentices will continuously relate what they are learning with their work at Bank of America, as they progress through their degree program.
Our COO teams operate at the centre of the world’s debt and equity markets. They provide sales and trading services, liquidity, hedging strategies and industry-leading insights, analytics, and competitive pricing to more than 9,000 institutional clients across six continents.
As an Apprentice within COO, you will have a unique opportunity to delve into financial markets and understanding the wide array of products we offer to our client base from Bonds, Currencies, Commodities, Mortgages and much more. You will be working closely with experienced and supportive colleagues on suggesting and implementing improvements on strategic business initiatives and projects to help drive growth. In addition (but not limited to) you may be asked to help with supporting and preparing business case and presentation materials; building and nurturing advisory relationships; identifying issues, developing hypotheses, and communicating insights and recommendations to key decision makers and develop comprehensive and in-depth understanding of our business and external market forces.
Responsibilities
As an Apprentice, your key tasks and responsibilities may include but are not limited to:
Working on several projects at once and being effective as an individual and as part of a team
Documentation and review, including deal files and other legally required documentation
Preparation of senior management presentations and other materials for internal clients
Communication and interaction with team members and senior leaders across the Global Markets COO teams
As the successful applicant, you will have the following behaviours and competencies:
The desire to learn with demonstrable evidence of self-learning outside of studies
Be able to display clear motivation for exploring a career within financial services
Be able to demonstrate capacity for creative thinking, problem solving and the ability to deal with competing priorities
Effective communication and interpersonal skills, and ability to interact with a variety of people
Display evidence of strong teamwork
Training Outcome:
Upon completion, there are a number of careers which an apprentice can choose depending upon their interest
Employer Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organisation. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Working Hours :Monday to Friday
Between 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
