Office & Business Support Apprentice (Financial Sector)
Onboarding clients including document collection
Preparing budget planners to calculate client borrowing capacity
Preparing suitability of advice reports
Applying for agreements in principle
Managing finance applications, including uploading documents, liaising with clients and lenders
Provide regular progress updates, communicating with various stakeholders including clients, solicitors, estate agents, lenders, insurance companies
Managing ‘completions’, ensuring everything is in place for completion day including relevant insurance policies
Attending networking events
Social media work including email marketing, Facebook, Instagram and LinkedIn
You’ll develop your skills under the guidance of the Management Team, learning a variety of duties and supporting the whole business to continued growth. You’ll be taught and mentored by colleagues who have a great understanding of the job role; to achieve your full potential and share in the company’s success.
If you are committed and ready to take your first step into a real career with a fantastic small local business, then please apply now! This apprenticeship and opportunity with us will be highly competitive, so do not miss your chance!
Training:
The successful candidate will continue their studies with apprenticeship specialists, RNN Group both remotely and from one of their campuses, giving you the training and support you need to become a fully competent and successful administrator.
The Apprentice Standard you will be studying is Business Administration - Level 3.
Training Outcome:
Future opportunity to train as a Mortgage & Protection adviser, gaining CeMAP qualification.
Employer Description:
Swift Financial was established with a commitment to delivering exceptional mortgage and protection advice coupled with a flexible approach, proudly serving the communities of Retford, Newark, Tuxford, Bawtry, Worksop, and the surrounding areas. Swift Financial was founded by Nick Coupe, a dedicated professional with a vision for delivering exceptional mortgage and protection solutions to the local community. Here’s a little more about him… Armed with a first-class degree from Durham University, his robust foundation in financial acumen underpins his role as a mortgage and protection adviser. His academic ability provides him with a strategic mindset and a deep understanding of the ever-evolving business landscape, pivotal for navigating the intricacies of the UK mortgage industry. Having delved into property development, he acquired practical expertise in unraveling the nuances of the UK property market. He has experienced first-hand the challenges the property market can offer and this hands-on knowledge uniquely positions him to provide tailored advice, guiding clients in making well-informed decisions about their mortgage needs. His unwavering commitment to staying up-to-date on market trends ensures that his clients benefit from the most current and pertinent guidance. With extensive experience as a mortgage and protection adviser, Nick has navigated a diverse array of client scenarios, providing him with a robust foundation of knowledge. This wealth of experience enables him to offer clients reassurance and informed advice, drawing upon the insights gained from successfully addressing the varied needs of individuals and families in the past. Clients' financial aspirations become his mission, and he endeavours to make the mortgage process seamless and stress-free. Whether you are a first-time buyer, home mover, a property investor, or seeking to safeguard your family or assets, his dedication to excellence guarantees that clients receive unparalleled service tailored to the nuances of the UK market and more specifically the local area.
Working Hours :
Monday - Friday 9:30 am - 4:30 pm (30-minute unpaid lunch break)
Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Team working,Initiative,Conscientious and reliable,Eager to learn