Sector: Business & Admin
Qualification: Business administrator (Level 3)
Location: Ilford, IG6 3SZ
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.
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
Business Administration Level 3
English and Maths Functional Skills (If required)
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
Ability to work a part of a team and independently
Responsible and Reliable
Willingness to learn and follow proven processes and principles
Monday - Friday - 1 hour lunch break
£7,224 per year
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.
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.