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Adam George Financial Services LTD

Sector: Business & Admin

Qualification: Business administrator (Level 3)

Location: Ilford, IG6 3SZ

Employer Description

Adam George Financial Services is a small financial services company specifically focused in the mortgage and protection markets. They are based in NW Essex/East London (Chigwell/Hainault) areas.

Adam George Financial Services is now looking for an ambitious dynamic candidate who is keen to learn, develop and be guided to fulfil a career in the financial industry with the possibility to become a qualified adviser in the future. The candidate should value the importance of meeting customer expectations and providing and delivering professional, helpful, high-quality service, so if you’re looking to start a career and are truly interested in becoming a financial business administrator then this role is for you.

This vacancy is a fantastic opportunity to become an apprenticeship business administrator within a small financial company and to start a career in the financial industry.

Vacancy Description

To support business principal (and possibly other advisers) to manage client needs and requirements

Answering/responding to telephone and email enquiries

Setting up/organising client meetings and sending out invites

Speaking with/chasing up lenders, solicitors, surveyors, estate agents and insurers for application updates

To key/submit applications and supporting documentation to lenders/insurers using their online systems/processes

Weekly/Bi-weekly F2F/Zoom 121 meetings with business principal

General clerical and administrative duties

Qualification

Business Administration Level 3

English and Maths Functional Skills (If required)

Course Duration

13 Months

Desired Skills

Excellent Organisational and Time Management skills

Accuracy of work and attention to detail is critical

Good clear verbal and written communication skills

PC literate with good knowledge of Microsoft Office (Outlook, Word, Excel, Power Point)

An understanding of Social Media for Business

Letter/email writing etiquette

Telephone skills/etiquette

Ability to work a part of a team and independently

Customer focused

Personal Qualities

Responsible and Reliable

Willingness to learn and follow proven processes and principles

Well Organised  

Hard working

Working Week

Monday - Friday - 1 hour lunch break

35 hours

Salary

£7,224 per year

Future Prospects

Salary increase after 3 month probation and further increases throughout apprenticeship after milestones meet and satisfactory performances. Potential to progress into a qualified mortgage/protection adviser role. This will be financially supported/sponsored by AGFS Ltd post successful completion of Apprenticeship qualification.

Notes

Ideally should live locally. Candidate initially working from home (first 3-6m) but plans to be based in Chigwell/Hainault – home office is being built. Majority of time will be administration tasks working on computer inputting data, reading/answering emails, assisting business principal managing client needs, chasing up lenders/insurers/solicitors/clients by telephone and email. The candidate will need to be approved by PRIMIS Mortgage Network to comply with Financial Conduct Authority (FCA) regulatory requirements.

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