Summary
We are looking to appoint an administrator to support our Mortgage and Protection advisor. This role is an entry role for anyone who is looking to purse a structured apprenticeship in Financial Services Administration to gain formal qualifications, with a progression pathway onto Mortgage Advice.
Annual wage
£15,000 a year
£15,000 to £18,000 dependent on experience.
Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9.00am to 5.00pm.
37 hours 30 minutes a week
Possible start date
Monday 3 March
Duration
1 year 5 months
Positions available
1
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
* Answer phone calls, emails ensuring clear and professional communication to clients and providers.
* Prepare agendas and materials for meetings and take minutes if required
* Organise and schedule meetings for our Mortgage and Protection Advisor
* Maintain databases and ensure records are up to date and easily accessible.
* Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies
* Greet visitors and clients, making sure they are attended to promptly.
* Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts
* Updating clients on the status of their mortgage applications and any required documentation
* Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.
* Perform other duties as required to ensure the office runs efficiently.
Where you’ll work
Bingley House,
Meadow Lane,
Burton Joyce,
Nottingham,
NG14 5EX
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.
College or training organisation
SKILLS EDGE TRAINING LTD
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
* Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
* Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
* Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
* Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Your training plan
This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.
More training information
Financial Services Administrators provide administrative support to financial organisations and provide a high quality and compliant service. This apprenticeship provides an ideal entry point for a career in the Financial Services sector, with progression routes leading to a number of roles with full professional qualifications.
Apprentices may work with several teams to provide exceptional levels of support to clients and the wider business. Often liaising with Paraplanners and/or Financial Advisers/Planners as well as clients, a Financial Services Administrator plays a key part in ensuring processes are followed and that all administration is correct, up to date and dealt with in a timely manner. Financial Services Administrators will ensure that all compliance procedures are adhered to on a day-to-day basis and customer files are complete in accordance with procedures.
This apprenticeship is ideal for those who are interested in Financial Services and are looking to make the first step in their career.
Requirements
Essential qualifications
GCSE in:
* English (grade C)
* Maths (grade C)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* Attention to detail
* Organisation skills
* Customer care skills
* Problem solving skills
* Administrative skills
* Team working