Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in processing mortgage applications and improve customer satisfaction.
- Company: Established independent Financial Advice Firm with a stellar reputation.
- Benefits: Gain qualifications while receiving full support during your apprenticeship.
- Why this job: Join a dynamic team and kickstart your career in financial services.
- Qualifications: GCSE in Maths & English, strong communication and IT skills.
- Other info: Potential for full-time employment after successful completion of the apprenticeship.
The predicted salary is between 800 - 1000 £ per month.
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.
What you'll do at work:
- 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.
Where you'll work:
Office 7A Desford Hall, Leicester Lane, Desford, Leicester LE9 9JJ
Essential qualifications:
- GCSE in Maths & English (grade 4)
Skills:
- 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
Other qualifications:
Official start date will be confirmed.
After this apprenticeship:
It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.
Business Administration, Level 3 – Stepping Stones Financial Planning LLP in Leicester employer: Heart of England Training
Contact Detail:
Heart of England Training Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Administration, Level 3 – Stepping Stones Financial Planning LLP in Leicester
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those connected to Stepping Stones Financial Planning. A friendly chat can open doors and give you insights that might just land you the apprenticeship.
✨Tip Number 2
Prepare for the interview by practising common questions related to customer service and administration. We recommend role-playing with a friend or family member to boost your confidence and refine your answers.
✨Tip Number 3
Show off your enthusiasm! When you get the chance to speak with potential employers, let them know how excited you are about learning and growing in the financial services sector. Your passion can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Stepping Stones Financial Planning.
We think you need these skills to ace Business Administration, Level 3 – Stepping Stones Financial Planning LLP in Leicester
Some tips for your application 🫡
Show Your Communication Skills: Since you'll be liaising with customers and advisers, make sure your application highlights your communication skills. Use clear and concise language to demonstrate how you can effectively convey information.
Attention to Detail is Key: In the financial services sector, attention to detail is crucial. When filling out your application, double-check for any errors and ensure that all information is accurate. This will show us that you take pride in your work.
Demonstrate Your Willingness to Learn: We’re looking for someone eager to absorb new information. In your application, share examples of how you've successfully learned new skills or tackled challenges in the past. This will help us see your potential for growth.
Apply Through Our Website: To make sure your application gets to us quickly, apply directly through our website. It’s the best way to ensure we receive your details and can start considering you for this exciting opportunity!
How to prepare for a job interview at Heart of England Training
✨Know Your Stuff
Make sure you understand the basics of financial services, especially mortgages and pensions. Brush up on key terms and processes so you can confidently discuss them during the interview.
✨Show Off Your Communication Skills
Since this role involves liaising with customers and advisers, practice clear and concise communication. You might even want to prepare a few examples of how you've effectively communicated in past experiences.
✨Demonstrate Attention to Detail
Bring along a couple of examples where your attention to detail made a difference. Whether it’s catching an error or ensuring a process ran smoothly, showing that you can spot the little things will impress your interviewers.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the apprenticeship. This shows your interest and helps you gauge if it's the right fit for you. Think about asking how they support apprentices in their learning journey.