Introduction

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

About the Employer

KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.

What You'll Do

It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals!

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 office runs efficiently.

Training Outcome

Further courses available after completion

Opportunity to trained to become a mortgage and protection advisor

Skills Required

Communication skills
Attention to detail
Organisation skills
Customer care skills

Qualifications

Essential - GCSE - Maths and English - 4/C or above

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday – Friday 9am -5.30pm 37.5 hours per week 60 minutes lunch break

Expected Duration: 1 Year

Training Provider: SKILLS EDGE TRAINING LTD

1 Kin Lifetime Planning Limited jobs in England & Wales