Apply Now

IFA Administrator Apprenticeship (Mortgage Dept.)

  • Location: Lambeth Hill, London

IFA Administrator Apprenticeship (Mortgage Dept.)

  • Sector: business admin law
  • Location: Lambeth Hill, London
IFA Administrator Apprenticeship (Mortgage Dept.)
Apply Now

Job Description: IFA Administrator Apprenticeship (Mortgage Dept.)
Duties
• Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress reports.
• Managing the advisers day to day activities
• Using the In house system “Xplan”.
• Completing reports and client packs ready for use of the adviser
• Maintaining pipelines, regularly contacting lenders/providers to facilitate case progression.
• Working with the adviser to ensure that regulated transactions are compliant, i.e. suitability letters and file notes are completed within the designated time-frame.
• PA General Duties to Include- Managing diaries/ organising meeting and appointments and dealing with correspondence including phone calls.
• Working with and adhering to company and FCA policies and procedures.
Person Specification
• Motivated
• Efficient
• Demonstrated ability to remain self-motivated at all times.
• Determined and an Enthusiastic Candidate.
• A Hard working Individual
• Able to us own initiative
• Attention to detail
• Fluent in using word and excel
Additional Information:

Days of work: Monday – Friday
Hours of work: 9:00am – 5:30pm
Pay: £TBC

Important Information:

Please be on time and dressed smartly.

Please think about the role you would be performing and try to understand the key tasks – ask your Jobwise Training CRM if you are unsure of anything.

Please remember to research the company. You will need to remember 3 things about the company from their website as you will be asked this question in interview.

Please remember to think of some questions to ask during your interview – these can be about the company or the industry.  It is important to have at least one question planned.

Company: Advies Private Clients LLP

Address: Millennium Bridge House, 2 Lambeth Hill, London, EC4V 4AR

Apply Now

Do you hold grades A-C Maths and English GCSE's (achieved or predicted)?

 Yes
 No

Click here to attach your CV via your computer or smart phone via a third party such as Dropbox, Google Drive and Microsoft Onedrive.

If you don't have access to your cv, you can still apply using your contact information


 Save these details for next time?

Follow us on Facebook for new vacancy alerts, competitions and more


By applying for this vacancy you agree to our terms and conditions and privacy policy. We will never share or sell your data to any third parties and it will be handled securely at every stage of the recruitment process.

Stop searching, be found! With the new CareerMap CV Library REGISTER YOUR CV
Stop searching and be found with the new CareerMap CV Library
REGISTER YOUR CV