- GMFJ Reference
248770
- Wages
£11,648 p/a
- Hours
35.00 per week
- Date Posted
12/04/2024
- Start Date
01/08/2024
- Approx. Duration
18 months
- Location
Purley
- Status
Now Taking Applications
- Sector
Accountancy
- Opportunity Type
Advanced Level 3
- Apprenticeship Standard
Financial services administrator (ST0177)
- Employer
Percom Financial Services Limited
Description
You will:
- Ensure all pre-application checks have been carried out and all required documents are on file.
- Check documents are accurate.
- Liaise directly with the Director for any missing information.
- Ensure accurate data entry when processing applications.
- Save application forms and case numbers to the system.
- Communicate clearly with the Director to support and inform of any lender system changes.
- Identify additional information required and requesting further documents from clients.
- Ensure all case updates are entered into the system for the Director to view progress of cases.
- Handle incoming client emails and telephone calls.
- Update on progress of cases - Submission / Delays / Offers.
- Confirm all details on mortgage offers are correct and accurate.
- Open and process any post received from clients and inform advisers.
- Be responsible for certification of client documentation.
- Overflow telephone support.
- Manage spreadsheets and feeding back to lead introducers.
- Assist with social media posts and some digital marketing.
- Order stationery and office equipment.
For more information about this vacancy please contact Kaplan Financial on kaplan.recruitment@kaplan.co.uk (Ref ID: 248770)
Company website : www.percomfinancialservices.co.uk
- Able to Use Word and Excel proficiently.
- Able to type at speed with accuracy.
5 GSCEs including Maths and English at grade 9/A* - 4/C
The apprentice will gain a full understanding of regulatory and ethical implications within financial services.
Understand the importance of supporting the advisors through delivering KPIs and services.
Full competence within systems and processes to support customers.The Final Assessment will contain 3 components, which offer multiple ways of demonstrating competence – all components must be passed for the apprentice to be deemed competent
1. A work based project that contains real activity done in the role. This will be reviewed and scored by the panel members ahead of the interview.
2. A portfolio of recent evidence that demonstrates competence in learning outcomes not covered by the project. This will be reviewed and scored by the panel members ahead of the interview.
3. A panel interview / Viva that allows the panel members to explore particular areas of the standard that have been highlighted during assessment of the project & portfolio – this may be areas of strength, inconsistencies, or where the apprentice does not appear to meet the standard.
- Good communication.
- Interpersonal skills.
- Previous experience of sales or customer service.
Become a senior/team leader in Administration or become a mortgage & protection adviser.
20 days holiday, an auto - enrolled company pension scheme and parking available.
Bonus's available for good customer service.