Business Administration, Level 3 – Stepping Stones Financial Planning LLP

Financial Services Administration Apprentice - Stepping Stones Financial Planning LLP Summary

We are looking for an apprentice to join our fast paced & forward-thinking independent Financial Advice Firm. We have been established for many years with an excellent reputation with our clients and the FCA. You will be provided with full support during your apprenticeship, whilst gaining further qualifications at the same time.

• Liaise with customers, advisers & lenders to process mortgage / protection applications and process associated documents in line with lender requirements and to meet deadlines, customer needs and regulatory requirements.
• Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout.
• Liaise with pension providers to ensure a swift process is followed.
• Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.).
• Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers.
• Add new customers to the CRM 360. Update ongoing applications with regular information and notes in order that progress can be monitored.

To be considered for this role, you must have the following:

• Be able to communicate.
• A willingness to absorb a lot of new information, learn and develop.
• Good attention to detail.
• Good time management and inter-personal skills.
• Good computer / Microsoft Office skills.

Office 7A Desford Hall, Leicester Lane, Desford, Leicester LE9 9JJ

GCSE in Maths & English (grade
4)

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Initiative
• Non judgemental

Official start date will be confirmed.

FINANCIAL SERVICES – MORTGAGES, MORTGAGE PROTECTON (LIFE INSURANCE), PENSIONS & INVESTMENTS.

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It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.

For more information and to apply please click here