Researching deals:
Speaking to clients day-to-day
Answering new lead calls
Applying for decisions in principles
Applying for full mortgage applications
Following the process to completion
Training:Mortgage Adviser Level 3.Training Outcome:There will be a permanent post available upon successful completion of apprenticeship.Employer Description:A highly successful Finance Brokerage specialising in mortgages, bridging loans and development loans. Working Hours :Monday to Friday, 9am - 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Initiative,Time management....Read more...
Assist with data entry and record management, ensuring client and job information is accurate and up to date.
Support the administrative processes by running reports, updating payment records, and issuing statements or reminders under supervision.
Maintain company files, digital documentation, and correspondence, ensuring consistent naming and version control.
Provide general office support — answering calls, responding to emails, and scheduling appointments.
Support recurring reporting and tracking tasks such as supplier invoice matching, open job lists, and inactive client checks.
Provide cover for holiday or sickness absences, ensuring that basic administrative and communication duties continue smoothly.
Training:Training will be delivered by MIT Skills.Training Outcome:This is an exciting opportunity to join a fast-growing, forward-thinking company. The role offers scope for development, with potential to progress into a full-time administrative or operational support position upon completion of the apprenticeship.Employer Description:Perfect Protect is a Financial Services company, established in 2017, with the goal of catering for clients from all walks of life. No matter what the nature of their personal finances. They have proven methods of protecting, supporting and developing client’s wealth.
Perfect Protect deliver several services, including mortgages, insurance and financial planning. Our business continues to grow year-on-year, and we remain committed to adapting with the ever-changing economic and environmental landscape — ensuring we continue to deliver high-quality, sustainable solutions for many years to come.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience....Read more...
You will support the residential the conveyancing teams in a wide range of administrative duties:
Providing fee estimates, opening files, producing standard and ad hoc correspondence, ordering searches
Handling telephone enquiries, correspondence & emails to provide updates and information
Drafting and amending letters and legal documents
Working as part of an office team to provide an efficient and friendly service to our clients
Take guidance to proactively deal with matters, ensuring clients, estate agents and all interested parties advised of developments at all stages
Liaising with staff from other Ocean group companies
Reporting on contracts to clients
Liaising with other law firms and estate agents when involved in transactions
Develop knowledge and skills for referral of all Ocean services and ensuring an exceptional customer experience.
Providing assistance to the office conveyancer as required
Protecting clients' interests at all times, while taking precautions against potential fraud and money laundering
Ensuring adherence to service level agreements, ensuring clients’ expectations are met, updated as necessary
Supporting all team members in providing an exceptional customer experience
Full training will be given in order to complete the above duties to the best of your ability.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, 9.00am to 5.30pm, with 1 hour lunch break.Skills: 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...
Pass the CII Diploma in Regulated Financial Planning (DipPFS) exams via Skills Edge
Direct on-the-job training and experience supporting one of the partners, to build understanding and rapport with the clients to be working with
Arranging meetings and file preparation
Working on client files for pre and post reviews, and new client meetings to update files
Once experienced and competent, setting up protection assurance for clients
Training:Training will take place online within the workplace and consist of weekly e-learning, monthly seminars and quarterly masterclasses to achieve the apprenticeship standard. Training Outcome:Once qualified and proven competences, as clients passed across, a switch from employed to self-employed aligning to partnership rules and additional tax planning this can bring.
Partner will be planning a timescale to their retirement and more client ownership and earnings will be structured towards successful candidate and reduction in Partners Day to day involvement, so in effect a work-out package for Partner and increasing role/ownership in Evans Ash for the successful candidate.
Future exams, unless required by regulation, at applicants cost for their benefit.Employer Description:Independent Financial Adviser firm, specialising in wealth management and retirement planning, with additional expertise in Mortgages; Later Life planning and protection planning. Family firm with over 25 years of successful support for clients.Working Hours :09:00 - 17:00, Monday to Friday.
Occasional work outside of these hours for meetings/conferences. Reasonable travel and accommodation are at Evans Ash cost.
It is not a working from home role, but occasional times will be agreed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Analytical skills,Logical,Rapport building,Empathy (reading client needs),Break complex details down,Time management / punctuality,Driven / hardworking....Read more...
