Job Description: Financial Services Administration Apprentice

Overview

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 pursue a structured apprenticeship in Financial Services Administration to gain formal qualifications, with a progression pathway onto Mortgage Advice.

Job Responsibilities

• 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.

Work Location

Bingley House,
Meadow Lane,
Burton Joyce,
Nottingham,
NG14 5EX

Training Details

Training Provider

SKILLS EDGE TRAINING LTD

Training Course

Financial Services Administrator (Level 3)

Course Contents

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and/or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and techniques to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise, and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.