Finance Advisor/Case Worker Apprenticeship FINANCE ADVICE CENTRE LTD
An exciting opportunity to immerse yourself in the world of mortgages and finance. You will be liaising with lenders and estate agents. Day to day you will support the Financial Advisors with the management of clients cases, resolving queries, ensuring all documents are in place for compliance by doctors and solicitors to ensure timely completion of applications.
Closing date: 26 Jun 2023
Pay will be reviewed periodically throughout the apprentice in line with progress and achievements.
Monday - Friday, 9.00am - 5.00pm with half an hour paid lunch.
Total hours per week: 40.0
Possible start date
29 Jun 2023
11 Jan 2023
Level 3 (A level)
What will the apprentice be doing?
- Assist advisors in all aspects of the process of client case administration.
- Requesting customer satisfaction survey completion by the clients on completion of their application.
- Chase unpaid commission.
- Complete post application checks.
- Obtain compliance documentation from clients to support their applications.
- Submit full mortgage and protection applications.
- Obtain e-conveyancer/solicitor quotes.
- Liaise with advisor and compliance department to complete any queries on compliance file reviews.
What training will the apprentice take and what qualification will the apprentice get at the end?
An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence. You will be expected to work towards the Business Administrator Level 3 Apprenticeship Standard, with support from your employer and the Chesterfield College Group.
As part of your apprenticeship, and dependent on your prior attainment, you may be required to complete maths and English Functional Skills which is an integral part of your apprenticeship. Upon successful completion you will be awarded additional certificates of recognition for these qualifications.
What is the expected career progression after this apprenticeship?
Upon successful completion of your apprentice there maybe the possibility to secure a full-time permanent employment contract for the right person.
Requirements and prospects
Desired skills and personal qualities
GCSE or equivalent Maths (Grade 3/D) Essential
Things to consider
About the employer
FINANCE ADVICE CENTRE LTD
PRIME BUSINESS CENTRE
TRAINING SERVICES 2000 LTD
Level 3 (A level)
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