Financial & Mortgage Adviser Administrator (ref:45916) | Morgan Wealth Management Ltd, Carmarthen

Financial & Mortgage Adviser Administrator

Carmarthenshire
Posted 2 months ago

To apply for this vacancy you must be ages between 16-24, as this is part of Welsh Government funded Jobs Growth Wales program. To apply: You MUST create an account & log in via the following website >> https://ams.careerswales.com/Public/Vacancies/View.aspx?vid=45916

Vacancy Description:

CLOSING DATE IS ONLY A GUIDELINE AND MAY CHANGE

Responsibilities;

  • Professionally answer incoming calls and assist where possible and/or direct to adviser
  • General administration duties
  • Keeping office tidy
  • Preparation of review packs accurately for financial / mortgage adviser
  • Chasing of product providers for information
  • Chasing Clients for information
  • Dealing with daily post & emails with any general queries it may raise
  • Uploading / Scanning of documents to client’s files
  • Creation of Client files on TP back office
  • Competent on back office for uploading documents correctly & accurately to client’s files correct areas
  • Updating the workload/progress system (Escala)
  • Reconciling commissions/procuration fees
  • Chasing providers for statements
  • Bookkeeping
  • Creating adviser’s commission statements
  • Process new mortgage and protection applications

Training provided

Full on the job training will be provided, leading to a sustainable job for the right candidate. Interviews will be conducted throughout the duration of the advert, the job will be offered as soon as a suitable candidate is found.

Desirable personal qualities

  • Knowledge of word/excel and outlook
  • Excellent grammar and numeracy
  • Be able to work as part of a team and on own initiative

Qualification(s) Required

No Minimum Requirements.

Welsh Language Requirements

Welsh Spoken Skills: Advantage.

Welsh Written Skills: No.

Pay

National Minimum Wage

Hours

30 hours p/week

Interview arrangements

Interviews will be conducted throughout the duration of the advert, the job will be offered as soon as a suitable candidate is found.

***IMPORTANT INFORMATION***
BEFORE APPLYING FOR THIS VACANCY
ENSURE that you are eligible for a Jobs Growth Wales position
ENSURE you complete your vacancy profile as fully as possible, and provide an up-to-date mobile number & email address in your application.
CHECK your email inbox and Careers Wales account regularly for updates to your application.
SUITABLE CANDIDATES WILL BE NOTIFIED OF INTERVIEW ARRANGEMENTS AS APPROPRIATE
**IF YOU RE INVITED FOR INTERVIEW, please ensure you contact the employer to confirm that you WILL or WILL NOT be attending.
**IF YOU ARE OFFERED A START DATE – please ensure you contact the employer to confirm that you WILL or WILL NOT be starting

Eligibility
Please check that you are eligible to apply for Jobs Growth Wales before applying.Your application will be refused if you are not eligible. Check here >>

To apply for this vacancy you must be ages between 16-24, as this is part of Welsh Government funded Jobs Growth Wales program. To apply: You MUST create an account & log in via the following website >> https://ams.careerswales.com/Public/Vacancies/View.aspx?vid=45916

Job Features

Job CategoryJobs Growth Wales

Apply Online