Job Description

The successful candidate will work alongside our Customer Service and Case Management teams providing vital admin support ensuring the company maximises growth opportunities while maintaining a high standard of service to our existing clients, introducers and business partners. This is a varied role that requires an adaptive approach to working in a fast-paced sales environment but some of the main duties are as follows: Work with our Customer Service and Case Management teams providing various admin support Proactively contacting existing clients to arrange reviews and promote additional services, this will involve making calls Be the first point of contact for prospective clients, whether they come from introducers, general recommendations, or digital platforms Interact with new and existing clients via phone calls, email and WhatsApp messages Work with MAB systems ensuring all client folders are up to date Build and maintain relationships with new and existing clients Reporting including appointment feedback and case progression Support our team of advisers including diary management and general ad hoc tasks contacting clients and introducers Identify potential opportunities for other areas of the business Quickly and calmly identify potential issues Ad hoc projects Provide admin support to the Senior Management team when required General office admin To always adhere to GDPR and financial crime regulation The training you will be getting Level 3 Business Administrator Apprenticeship qualification Training will be provided through a hybrid mixture of off-site delivery at our training provider on a "day release" basis and on-site support and assessment Apprentices will need to attend SBC Training in Shrewsbury for part of their development What to expect at the end of your apprenticeship There are several career progressions options within the business for those looking to further their career and have already supported several members of our existing team into new roles within the business.

Required Skills & Qualification

IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Team working

GCSE or equivalent English (Grade 4/C) EssentialGCSE or equivalent Mathematics (Grade 4/C) Essential

Apprenticeship Standard

Business administrator Level 3 (A level)

Employer

SEVERN MORTGAGE AND PROTECT LIMITED

MERCURY HOUSE SITKA DRIVE SHREWSBURY BUSINESS PARK SY2 6LG

Provider

SBC TRAINING LIMITED