Financial Services Administrator Apprentice

The Apprentice Administrator/Paraplanner will support our mortgage advisors with day-to-day administration, client communication and compliance tasks, including preparing documents, updating records, managing applications and maintaining accurate data in our systems. The role involves gathering client information, ensuring paperwork meets FCA and our Networks standards, handling calls and emails, and providing excellent customer service. You will also gain exposure to the full mortgage and protection process, receive full training on systems and regulations, and work towards developing paraplanning skills with the opportunity to progress within the business.

Training:

Training is completed online based at the employers address.

Training Outcome:

We are looking for someone that would be interested in staying within our business and progressing and qualifying to offer Mortgage advice.

Employer Description:

Warners Financial Services is a local, family run mortgage and protection firm offering regulated advice and support to clients.

Working Hours :
Monday to Friday. 9am to 5.30pm with a one hour lunch.

Skills:
Communication skills,IT skills,Attention to detail,Team working