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Financial Services Administrator Apprentice CHOICE FINANCE MORTGAGES & FINANCIAL SOLUTIONS LIMITED

A chance to work with a financial services company with passion, quality, trust, and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with lenders and clients.

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Closing date: 29 Nov 2021

Apprenticeship summary

  • Weekly wage

    £161.25

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    o 09:00-17:00, Monday – Thursday (½ hour unpaid lunch) o 09:00-16:30, Friday (½ hour unpaid lunch)

    Total hours per week: 37.50

  • Expected duration

    18 months

  • Possible start date

    13 Dec 2021

  • Date posted

    19 Aug 2021

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC001755286

  • Positions

    1 available

Key responsibilities and accountabilities are:

  • Providing guidance and updates to clients and professional parties
  • Building and strengthening relationships with existing clients
  • Liaising with clients in order to obtain basic fact-finding information.
  • Submission of Mortgage and Life cases to the providers
  • Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lender.
  • Reviewing documents received and checking they are compliant.
  • Organisation skills to ensure that a number of cases are managed with the upmost of accuracy.
  • Support the organisation in implementing our core values.
  • Ensure that all mortgage cases are dealt with in accordance with lenders policy.
  • Flexible and adaptable to ensure deadlines are met and happy with working using your own initiative and unsupervised
  • Ability to prioritise workload in order of importance
  • Compliance understanding in order to ensure mortgages are logged compliantly and suitability letters created

Requirements and prospects

Desired skills

  • Show passion in delivering high quality work for all our clients and other members of the team
  • Have desire to deliver a quality service
  • Be trusted to work towards meeting strict deadlines and to use own initiative
  • Ability to organise and prioritise workloads to meet set deadlines
  • Good communication skills
  • Self-motivated and able to use your own initiative
  • At all times calm, welcoming, and genuinely customer focused
  • Ability to work within a team
  • Must have a keen eye for detail
  • IT literate
  • Any previous knowledge or experience of mortgages or financial services would be advantageous

Personal qualities

  • Trustworthy
  • Reliable
  • Able to work both independently and within a team
  • Willing to learn
  • Enthusiastic
  • Punctual

Desired qualifications

Must have good levels of maths and English at least Grade C/4 (or equivalent)

Future prospects

This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.

Things to consider

  • Please note you may be asked to complete suitability assessments as part of the recruitment process.
  • Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria.
  • Please ensure you check your phone/emails (including Spam / Junk) regularly in order for this to take place.
  • Failure to contact us back if correspondence is missed will result in your application being deemed unsuccessful.
  • Please ensure you check your application for spelling / grammar errors and correct them prior to submitting as attention to detail is very important and may affect the outcome of your application.
  • Your application may be shared with training providers and employers as follows: https://www.findapprenticeship.service.gov.uk/privacy
  • Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

For more information please visit: https://www.gov.uk/national-minimum-wage-rates


About the employer

Choice Finance Mortgages work with a comprehensive range of lenders, including both high street and independent firms. Whatever your circumstances, they are dedicated to finding the most appropriate mortgage offer for your individual circumstances. In addition to top-notch mortgage advice, they ensure all of your protection needs are considered, from home insurance to protecting your family.

The dedicated case handlers work closely with the mortgage advisers in the team to provide clients with a complete support service throughout the mortgage application process. They minimise any stress by liaising with estate agents and solicitors on your behalf, keeping you informed of any progress, every step of the way. With years of experience in the financial services sector, we work to take the pressure off you for anything mortgage and protection related. Once we understand your individual circumstances, we use our extensive knowledge and expertise to find the most suitable solution for you.

Employer

CHOICE FINANCE MORTGAGES & FINANCIAL SOLUTIONS LIMITED

Address

7

Morston Court

Cannock

WS11 8JB

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Training

Training provider

NICHOLAS ASSOCIATES GROUP LIMITED

Applications for this apprenticeship are being processed by Nicholas Associates

Contact

Georgia Marlow 07540 716 312 georgia.marlow@apprentice-employment.co.uk

Level 3 Financial Services Administrator apprenticeship standard.

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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:

CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)

Completion of either CeMAP module 1 or CF1 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.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

Apprenticeship standard

Financial services administrator

Level 3 (A level)


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