Introduction

An excellent opportunity for a bright and enthusiastic individual to join a team of busy advisers within a successful company and train as a Financial Services Administrator. The successful candidate will have the opportunity to progress into a permanent role as a Mortgage Adviser, Protection Adviser, or a member of the Compliance Team.

About the Employer

Established in 2001, Mortgage Required offers whole-of-market, professional, and friendly mortgage advice to customers. We are based in the South of England with our Head Office in Maidenhead.

Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customers' first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.

What You'll Do

Reporting to the Administration Manager, your duties will include:

Acting as Case Handler and progressing mortgage and protection applications to completion
Checking cases are compliant in line with the Financial Conduct Authorities requirements
Liaising with customers and advisers re: the above
Compiling Reports for Management
Updating CRM

Training Outcome

Assuming the applicant is successful in the role, the candidate will be offered a permanent position at the end of the apprenticeship (subject to market conditions).

Skills Required

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Team working
Initiative

Qualifications

Essential - GCSE - 5 subjects including maths and english - D/above
Essential - A Level - minimum 3 subjects - A-C

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday to Friday, 9.00am to 5.00pm.

Expected Duration: 1 Year

Training Provider: SIMPLY ACADEMY LTD

2 Mortgage Required jobs in England & Wales