Financial Services jobs in United States

The apprenticeship:

Qualification: Business Administration Level 3

Duration: 15 months

Our client is an established family-run business. They are looking for an ambitious and talented individual who shares the same values as them to help sustain their clients’ proposition and service levels.

About our client:

Our client has been dedicated to delivering comprehensive financial advice since 2011. Over the years they have taken pride in being recognised as one of the country's most trusted mortgage and financial consultants.

The team comprises a group of passionate professionals with over 25 years of combined experience in financial services, management, and banking.

Their vision has always been to help their clients achieve their financial goals, whether a first-time buyer looking to get on the property ladder or an experienced investor looking to build their portfolio.

The role:

Possible start date: ASAP

Monday to Friday between 8:30am to 5pm

Total working hours: 35

What you will do in your working day:

The successful candidate will provide administrative support to their Advisor and Para-planners and be the clients' main point of contact.

• Answering calls and taking messages
• Supporting Brokers with administrative tasks
• Opening client files
• Following up with clients for documents
• Provide client, estate agent, solicitor, and broker updates on case progression
• General office administration
• Filing, organising, scanning and copying documents
• Processing applications
• Able to apply and maintain discretion on sensitive matters
• Sending documents to lenders and insurers

The training you will receive:

• Level 3 Business Administration qualification
• All training is undertaken online, through a combination of self-paced eLearning and live online classes
• Functional skills in English and Mathematics, if required
• Opportunity to do CeMAP Mortgage Advice Course

Prospects:

Potential full-time role on successful completion of this apprenticeship

Qualifications required:

• GCSE or equivalent English (Grade A* - C 9/4) - Essential
• GCSE or equivalent Mathematics (Grade A* - C 9/4) - Essential
• CeMAP - Desired but not essential

Personal Skills required:

• Organisation Skills
• Excellent written and communication skills
• Quick learner
• A positive and can-do attitude
• Being highly organised and efficient
• Work well under pressure
• The ability to be professional and courteous
• The ability to work in a team
• Strong sense of discretion and confidentiality
• Ability to prioritise
• Proficiency with MS Office
• Experience in a mortgage broker would be desirable