Financial & Mortgage adviser Administrator

Vacancy Details

This is a Jobs Growth Wales vacancy

Employer Name:

Morgan Wealth Management Ltd, Carmarthen

Type of vacancy:

Jobs Growth Wales

Location:

Carmarthen SA31 1DE

Closing Date:

24/04/2020

Vacancy ID:

45916

Pay:

NMW

Hours of Work:

30

Start Date:

01/05/2020

Age Range:

Applicants must be between 16 and 24

Duration of vacancy:

Six month job initially with a view to becoming a permanent position

Careers Wales Admin Ref:

Not specified

Vacancy Description

Occupation:
Administration Assistant
Sector:
Administration, Business and Office Work
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.

Preferred Learning Provider

CAMBRIAN TRAINING COMPANY (WBL)

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.

Interview arrangements

***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.
This vacancy has been placed by the employer in the language of their choice. This means that the vacancy might only appear in Welsh or English.