Assisting the Business Development Team with Intermediary relationships and answering queries (phone, email, website) relating to new business enquires or current mortgage applications
Working with our Mortgage Administration Team to ensure existing lending cases are efficiently processed to ensure they have all the relevant information for underwriters to make their decisions
General administration duties to support our Underwriters including assisting with mortgage offer conditions, ensuring they are fulfilled for completion
Manage the incoming and outgoing post
Responsible for stationery stock control
Assist with updating company documents
Organise internal meetings - diary management
Support with Social Media management
Supporting and assisting other teams when resource is required
Training:
You will be studying a Level 3 Business Administrator apprenticeship standard over an 18-month period
This is a fully work-based programme - you will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider
Training Outcome:Further progression within the organisation upon completion of apprenticeship for the right candidate.Employer Description:Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.Working Hours :Monday - Friday 9.00am - 5.00pmSkills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Organisation skills,Problem solving skills,Team working....Read more...
Working from the Suffolk based office, you will support the mortgage advisers in all aspects of administration including:
Data inputting
Processing lender applications for clients
Dealing with solicitors, estate agents and insurance providers
Training:The Level 3 Financial Services Administrator Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
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
Training Outcome:
Following succesful completion of the apprenticeship a permanent post within the firm will be available
Employer Description:Jubilee Finance is an award winning specialist mortgage advsiery firm. At Jubilee Finance we all come to work because we love what we do, and we enjoy working as part of a close-knit team. Our philosophy is to be approachable and friendly whilst offering a professional, efficient, and bespoke service tailored specifically to your individual needs.Working Hours :Monday - Friday, 08:30 - 16:30Skills: Communication skills,IT skills,Attention to detail,Administrative skills,Team working,Initiative....Read more...
• Coordinate property valuations • Prepare and present property listings to clients • Assist clients in finding suitable properties based on their needs and preferences • Stay up-to-date with market trends and property values • Negotiating offers and progressing transactions through to completion • Liaise with, Vendors, Buyers, Solicitors, Mortgage Broker and Lenders, Estate Agents and Surveyors providing effective advice and guidance • Liaising with the wider team and business • Looking for new business opportunitiesTraining:
Level 3 Business Administrator apprenticeship standard
Functional skills if required
Work based learning
Training Outcome:Progresion onto full time employment may be offered to the right candidateEmployer Description:We’re Property Shop – a proudly independent, family-run estate agency founded by Steven and Jamie back in 2008. With welcoming offices in Accrington, Darwen, and Barnoldswick, we’re right here in the communities we serve.
When you choose Property Shop, you’re working with a family business that truly cares. We’re small enough to offer a friendly, personal touch, and experienced enough to deliver real results.Working Hours :Monday - Thursday 8:30am - 5pm / Friday 9am - 1pm / 30 minutes lunch (unpaid)Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Smart and presentable....Read more...
The key tasks of the Administrator include:
The updating of client records from fact finds and meeting notes
Liaise with product providers, extracting and analysing details of existing pensions and investments to be transferred
Completing new business applications – to include preparation of illustrations and forms
Administering the withdrawal of funds
Completing fund switches/buys
Completing the administration of existing plans
Providing client valuations and review letters
Completing Cashflow Modelling
Completing fund and product research
Administering the risk profiling of clients
Completing suitability report preparation
Liaising with introducers, production of reports and ad hoc tasks to support sister companies within the group
Key Skills:
Previous experience in administration processes would be an advantage
Knowledge of pensions, investments and tax would be an advantage
You will be articulate, a good communicator and have excellent organisational skills
The ability to work within an established team structure
The ability to prioritise your workload
Hold a good attention to detail
Solid numeracy and literacy skills essential
Training Outcome:
Funding for industry exams
Development towards Advisor role
Development towards roles in sister companies (Mortgage and Specialist lending)
Employer Description:Financial Planning – Investment and Pensions adviceWorking Hours :Monday to Friday 9:00 – 17:30 with a 60-minute lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Articulate,Able to priortise,Numeracy and Literacy skills....Read more...
Responsibilities include:
Recording facilities on our banking system
Documenting Facility Letters, including Regulated Mortgage Contracts
Liaising with legal and valuation partners
Maintaining a clear audit trail of relevant documents.
Draw-down of facilities
Ensuring annual relationship management and insurance reviews are conducted
Confirming that loans have been repaid in full prior to release of security
Providing assurance to management that controls are being operated in order to mitigate risks
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
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
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
Training Outcome:
There are opportunties for progression within the business
Employer Description:At Butterfield, we provide financial services with a personal touch. We focus on results, value relationships, and celebrate success.
Our team of financial services professionals comprises more than 1,300 employees in ten countries, working in progressive and rewarding roles across dozens of departments. Our team’s experience is enhanced by robust learning and development programmes, comprehensive benefits programmes, and preferred rates on various proprietary financial services.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative,Non judgemental....Read more...
