We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK. The practice has been established for over 20 years with the head office based in West Berkshire. The Role General office administration duties such as filing, faxing, photocopying and answering the telephone. Updating and maintaining systems and files Submission of mortgage applications Assist in the process from research to offer and completion Writing to customers to provide updates and request documentation Requirements Good administrative and organisational skills Proficient in spelling, grammar, punctuation and other English language skills Good general computer literacy Pleasant and outward personality able to converse with all types of individuals Real desire to learn and strive for success Previous experience is beneficial but not necessary as full training can be provided. If your application is successful, we will contact you to discuss the opportunity in more detail.
Apr 19, 2024
Full time
We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK. The practice has been established for over 20 years with the head office based in West Berkshire. The Role General office administration duties such as filing, faxing, photocopying and answering the telephone. Updating and maintaining systems and files Submission of mortgage applications Assist in the process from research to offer and completion Writing to customers to provide updates and request documentation Requirements Good administrative and organisational skills Proficient in spelling, grammar, punctuation and other English language skills Good general computer literacy Pleasant and outward personality able to converse with all types of individuals Real desire to learn and strive for success Previous experience is beneficial but not necessary as full training can be provided. If your application is successful, we will contact you to discuss the opportunity in more detail.
Connells Group are looking for motivated Accounts Administrators to join their busy Client Accounts team in Leighton Buzzard . Our Accounts Administrators provide support to our Lettings Branches, Landlords and Tenants. If you enjoy working as part of a team, are interested in accounts or administration and are dedicated in providing a high level of service, then this could be the role for you! You will be responsible for: Check property, landlord & tenant details on client accounts computer system and ensure all charges for fees are correctly raised Process renewals, terminations of tenancies and return of deposits Perform other administration tasks related to the letting of properties Process supplier invoices and handle queries from suppliers Ensure all funds received are identified and allocated correctly Process rents received and remit to landlord daily by Faster Payments & Cheque Perform bank and fee reconciliations Produce statements to landlords detailing transactions on account Process requests from internal and external customers Handle queries coming into the department via phone and email in a timely and professional manner Be responsible for ensuring that all tasks carried out are in line with internal processes and meet current legislation Ad hoc duties as required by line manager Your experience and skills will include: Excellent communication and customer service skills with the confidence to deal with challenging queries via phone and email Excellent PC and related technology skills Excellent writing skills Good analytical ability Ability to stay calm under pressure and work to tight deadlines Flexible approach to working especially at peak times such as month end Basic accounts/bookkeeping background an advantage but not necessary About Connells Group Connells Group is one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network of nearly 1200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. CF00326
Apr 19, 2024
Full time
Connells Group are looking for motivated Accounts Administrators to join their busy Client Accounts team in Leighton Buzzard . Our Accounts Administrators provide support to our Lettings Branches, Landlords and Tenants. If you enjoy working as part of a team, are interested in accounts or administration and are dedicated in providing a high level of service, then this could be the role for you! You will be responsible for: Check property, landlord & tenant details on client accounts computer system and ensure all charges for fees are correctly raised Process renewals, terminations of tenancies and return of deposits Perform other administration tasks related to the letting of properties Process supplier invoices and handle queries from suppliers Ensure all funds received are identified and allocated correctly Process rents received and remit to landlord daily by Faster Payments & Cheque Perform bank and fee reconciliations Produce statements to landlords detailing transactions on account Process requests from internal and external customers Handle queries coming into the department via phone and email in a timely and professional manner Be responsible for ensuring that all tasks carried out are in line with internal processes and meet current legislation Ad hoc duties as required by line manager Your experience and skills will include: Excellent communication and customer service skills with the confidence to deal with challenging queries via phone and email Excellent PC and related technology skills Excellent writing skills Good analytical ability Ability to stay calm under pressure and work to tight deadlines Flexible approach to working especially at peak times such as month end Basic accounts/bookkeeping background an advantage but not necessary About Connells Group Connells Group is one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network of nearly 1200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. CF00326
Chase de Vere Independent Financial Advisers
Bath, Somerset
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role.? For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes. WHAT YOU WILL NEED Experience of working within a financial advisory firm is beneficial. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount. Good time management and organisational skills are vitally important. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our advisers couldn't do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service. Your day-to-day role: Producing and collating client meeting documentation for our advisers - this includes portfolio valuations, application forms and regulatory documents. Processing fees in relation to new and ongoing business and following up for payment Monitoring and updating the progress of all new business Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards Responding to queries and enquiries from advisers, clients and product providers WHAT'S IN IT FOR YOU? By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. A competitive salary with the opportunity to earn an annual bonus 25 days holiday, plus bank holidays A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and company wide events in support of our company charities
Apr 19, 2024
Full time
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role.? For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes. WHAT YOU WILL NEED Experience of working within a financial advisory firm is beneficial. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount. Good time management and organisational skills are vitally important. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our advisers couldn't do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service. Your day-to-day role: Producing and collating client meeting documentation for our advisers - this includes portfolio valuations, application forms and regulatory documents. Processing fees in relation to new and ongoing business and following up for payment Monitoring and updating the progress of all new business Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards Responding to queries and enquiries from advisers, clients and product providers WHAT'S IN IT FOR YOU? By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. A competitive salary with the opportunity to earn an annual bonus 25 days holiday, plus bank holidays A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and company wide events in support of our company charities
Job Description At Allen & Harris, part of the Connells Group, we're looking for a highly motivated Branch Administrator to support our fantastic team in branch in Cardiff . As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Allen & Harris are an award-winning estate agency and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more!? Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04004
Apr 19, 2024
Full time
Job Description At Allen & Harris, part of the Connells Group, we're looking for a highly motivated Branch Administrator to support our fantastic team in branch in Cardiff . As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Allen & Harris are an award-winning estate agency and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more!? Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04004
Ernest Gordon Recruitment Limited
Accrington, Lancashire
Grant Support Administrator (Eco Industry) 23,400 (OTE 30,000) + Monthly Commission + Sales Training + Eco Industry Training + Progression to Team Lead + 29 Days Holiday + Casual Dress + Work Socials Accrington Are you an administrator with an eye for detail, looking for a versatile new role where you'll support consumers through the process of claiming eco grants to make their homes more energy efficient, nurturing warm leads and earning fantastic commission in reward? Do you want to join a friendly, close-knit office team where you'll make a direct positive impact to both the environment and homeowners, as an integral part in the formation and expansion of a sales team, within a company that has ambitious growth plans and will fully support your progression and development? The company provides retrofit advice and services to residential and commercial clients, ensuring that properties are compliant with the government's net-zero goals. They are looking for a sales administrator with an eye for a detail and a positive attitude to ensure they achieve their growth goals. You will be responsible for calling warm leads, and collecting all relevant documentation to qualify them. This role would suit someone from a mortgages, loans or customer service background with a great eye for detail and administrative skill, who is happy to be on the phones. The role: Support customers from initial survey through to installation stage Proactively follow up on warm leads, collecting essential documentation for grant applications Update CRM with accurate records of customer documentation Make outbound calls, focusing on gathering documentation and answering queries The person: Administrator, sales advisor or similar Happy to speak to customers over the phone Reference Number: BBBH12658 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Apr 18, 2024
Full time
Grant Support Administrator (Eco Industry) 23,400 (OTE 30,000) + Monthly Commission + Sales Training + Eco Industry Training + Progression to Team Lead + 29 Days Holiday + Casual Dress + Work Socials Accrington Are you an administrator with an eye for detail, looking for a versatile new role where you'll support consumers through the process of claiming eco grants to make their homes more energy efficient, nurturing warm leads and earning fantastic commission in reward? Do you want to join a friendly, close-knit office team where you'll make a direct positive impact to both the environment and homeowners, as an integral part in the formation and expansion of a sales team, within a company that has ambitious growth plans and will fully support your progression and development? The company provides retrofit advice and services to residential and commercial clients, ensuring that properties are compliant with the government's net-zero goals. They are looking for a sales administrator with an eye for a detail and a positive attitude to ensure they achieve their growth goals. You will be responsible for calling warm leads, and collecting all relevant documentation to qualify them. This role would suit someone from a mortgages, loans or customer service background with a great eye for detail and administrative skill, who is happy to be on the phones. The role: Support customers from initial survey through to installation stage Proactively follow up on warm leads, collecting essential documentation for grant applications Update CRM with accurate records of customer documentation Make outbound calls, focusing on gathering documentation and answering queries The person: Administrator, sales advisor or similar Happy to speak to customers over the phone Reference Number: BBBH12658 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
No previous experience neccessary Up to £22,000 Career progression and training Administrator Financial Services Maidenhead £19,000 - £22,000 Are you a bright, enthusiastic, and outgoing individual? Do you want to develop a career in the Financial Services? Are you an excellent communicator with great organisation skills? If so, we want to hear from you! An established brokerage is looking to add an Administrator to their Insurance Team to assist with the progression and administration of new insurance cases. Day to day, you will: Administer protection applications to acceptance stage Establish and maintain relationships with Mortgage Advisers Research protection products and place cases with providers Build your career into a full Advisor position, carrying out protection appointments and arranging policies with your own clients This job will suit somebody who: - Is friendly, outgoing and empathetic - HAs great organisation skills, is punctual and a team player - Motivated to work to targets - Educated to at least academic A level standard or equivalent- Genuinely wants to build a career Preferred Qualifications: - Relevant degree or graduate-level qualification - Some administration experience - A genuine interest in Financial Services Apply today or get in touch with Sophie Booth at Integro for more information. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.
Apr 18, 2024
Full time
No previous experience neccessary Up to £22,000 Career progression and training Administrator Financial Services Maidenhead £19,000 - £22,000 Are you a bright, enthusiastic, and outgoing individual? Do you want to develop a career in the Financial Services? Are you an excellent communicator with great organisation skills? If so, we want to hear from you! An established brokerage is looking to add an Administrator to their Insurance Team to assist with the progression and administration of new insurance cases. Day to day, you will: Administer protection applications to acceptance stage Establish and maintain relationships with Mortgage Advisers Research protection products and place cases with providers Build your career into a full Advisor position, carrying out protection appointments and arranging policies with your own clients This job will suit somebody who: - Is friendly, outgoing and empathetic - HAs great organisation skills, is punctual and a team player - Motivated to work to targets - Educated to at least academic A level standard or equivalent- Genuinely wants to build a career Preferred Qualifications: - Relevant degree or graduate-level qualification - Some administration experience - A genuine interest in Financial Services Apply today or get in touch with Sophie Booth at Integro for more information. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.
Connells Group has an exciting opportunity to join our Group Legal Services team based in Chester City Centre for a Data & Information Assistant. The role will be to provide a point of contact for the Group and for parties requesting data or information. You will be supporting the department in administration and management of the processes as well as providing an end to end function for all data subject access requests received by the under UK GDPR. The position benefits from following: 25 days holiday Company Pension Scheme Employee Assistance Programme Colleague Discounts Key responsibilities of the Data & Information Assistant: Determine treatment of requests for access and/or disclosure Take all necessary administration actions as required Be responsible for acknowledging, requesting, chasing and analysing subject access requests Overall management of files, including closure when completed Maintain training and knowledge in this area of law and procedure Skills & experience required of a Data & Information Assistant: Knowledge of UK GDPR laws and procedures Previous experience of undertaking data subject access or right to be forgotten requests Excellent communication skills both written and verbal Connells Group is one of the largest and most successful estate agency and property services providers in the UK and as of March 2021 also encompasses the Countrywide Group. Founded in 1936 and with a network of over 1,200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group is an equal opportunities employer.
Apr 18, 2024
Full time
Connells Group has an exciting opportunity to join our Group Legal Services team based in Chester City Centre for a Data & Information Assistant. The role will be to provide a point of contact for the Group and for parties requesting data or information. You will be supporting the department in administration and management of the processes as well as providing an end to end function for all data subject access requests received by the under UK GDPR. The position benefits from following: 25 days holiday Company Pension Scheme Employee Assistance Programme Colleague Discounts Key responsibilities of the Data & Information Assistant: Determine treatment of requests for access and/or disclosure Take all necessary administration actions as required Be responsible for acknowledging, requesting, chasing and analysing subject access requests Overall management of files, including closure when completed Maintain training and knowledge in this area of law and procedure Skills & experience required of a Data & Information Assistant: Knowledge of UK GDPR laws and procedures Previous experience of undertaking data subject access or right to be forgotten requests Excellent communication skills both written and verbal Connells Group is one of the largest and most successful estate agency and property services providers in the UK and as of March 2021 also encompasses the Countrywide Group. Founded in 1936 and with a network of over 1,200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group is an equal opportunities employer.
Acorn by Synergie is currently recruiting a Broker Administrator on behalf of their client. As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be 23,500 per annum. Initially one year contract possibly going on to permenant. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorisation approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills / competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths / English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
Apr 18, 2024
Contractor
Acorn by Synergie is currently recruiting a Broker Administrator on behalf of their client. As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be 23,500 per annum. Initially one year contract possibly going on to permenant. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorisation approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills / competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths / English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
Location: Hinckley, Leicestershire Hours of Work - 40hrs/week - Mon-Fri between the hours of 9am - 8pm, flexible working pattern. Salary - £24k (OTE circa £30K) The Role Are you looking for the first step into the Mortgage Industry? If so, this is an opportunity that you should not miss! Scout Financial Services are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. With a dedication to continuous professional development and a structured training and development plan this would be a fantastic first step into a successful Mortgage career. What you'll be doing Contact Yopa Estate Agency clients- buyers & sellers to build relationships and secure financial services appointments Build and nurture robust relationships with clients and colleagues and seize every lead opportunity available. Understand the wide range of products & services that are available to our Brokers Work closely with Scout's dedicated Mortgage Administrators & Brokers to ensure cases are completed efficiently and in line with FCA regulations. Completion of Cemap or equivalent on achieving set milestones Skills and Experience Required Previous experience working within a sales environment CeMAP qualified advantageous not essential Evidence being customer focused Have a drive and a passion to achieve and succeed Demonstrate the ability to work towards and exceed targets and goals Work together with your colleagues to uphold Scouts company values Demonstrate a strong commitment to continuous learning and education as an essential quality for this trainee position. What you will receive Hybrid working Dedicated training and development on your Mortgage broker journey Enrolment into an Aviva Workplace Pension Scheme (opt-out available) 22 days annual leave per annum Access to exclusive DMGT Group Discounts for hundreds of retailers across 26+ categories including travel & getaways, fashion, electronics, food & drink and entertainment. Refer-a-friend bonus scheme. Good luck!
Apr 18, 2024
Full time
Location: Hinckley, Leicestershire Hours of Work - 40hrs/week - Mon-Fri between the hours of 9am - 8pm, flexible working pattern. Salary - £24k (OTE circa £30K) The Role Are you looking for the first step into the Mortgage Industry? If so, this is an opportunity that you should not miss! Scout Financial Services are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. With a dedication to continuous professional development and a structured training and development plan this would be a fantastic first step into a successful Mortgage career. What you'll be doing Contact Yopa Estate Agency clients- buyers & sellers to build relationships and secure financial services appointments Build and nurture robust relationships with clients and colleagues and seize every lead opportunity available. Understand the wide range of products & services that are available to our Brokers Work closely with Scout's dedicated Mortgage Administrators & Brokers to ensure cases are completed efficiently and in line with FCA regulations. Completion of Cemap or equivalent on achieving set milestones Skills and Experience Required Previous experience working within a sales environment CeMAP qualified advantageous not essential Evidence being customer focused Have a drive and a passion to achieve and succeed Demonstrate the ability to work towards and exceed targets and goals Work together with your colleagues to uphold Scouts company values Demonstrate a strong commitment to continuous learning and education as an essential quality for this trainee position. What you will receive Hybrid working Dedicated training and development on your Mortgage broker journey Enrolment into an Aviva Workplace Pension Scheme (opt-out available) 22 days annual leave per annum Access to exclusive DMGT Group Discounts for hundreds of retailers across 26+ categories including travel & getaways, fashion, electronics, food & drink and entertainment. Refer-a-friend bonus scheme. Good luck!
Connells Group has an exciting opportunity to join our Group Legal Services team based in Chester City Centre for a Data & Information Assistant. The role will be to provide a point of contact for the Group and for parties requesting data or information. You will be supporting the department in administration and management of the processes as well as providing an end to end function for all data subject access requests received by the under UK GDPR. The position benefits from following: 25 days holiday Company Pension Scheme Employee Assistance Programme Colleague Discounts Key responsibilities of the Data & Information Assistant: Determine treatment of requests for access and/or disclosure Take all necessary administration actions as required Be responsible for acknowledging, requesting, chasing and analysing subject access requests Overall management of files, including closure when completed Maintain training and knowledge in this area of law and procedure Skills & experience required of a Data & Information Assistant: Knowledge of UK GDPR laws and procedures Previous experience of undertaking data subject access or right to be forgotten requests Excellent communication skills both written and verbal Connells Group is one of the largest and most successful estate agency and property services providers in the UK and as of March 2021 also encompasses the Countrywide Group. Founded in 1936 and with a network of over 1,200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group is an equal opportunities employer.
Apr 18, 2024
Full time
Connells Group has an exciting opportunity to join our Group Legal Services team based in Chester City Centre for a Data & Information Assistant. The role will be to provide a point of contact for the Group and for parties requesting data or information. You will be supporting the department in administration and management of the processes as well as providing an end to end function for all data subject access requests received by the under UK GDPR. The position benefits from following: 25 days holiday Company Pension Scheme Employee Assistance Programme Colleague Discounts Key responsibilities of the Data & Information Assistant: Determine treatment of requests for access and/or disclosure Take all necessary administration actions as required Be responsible for acknowledging, requesting, chasing and analysing subject access requests Overall management of files, including closure when completed Maintain training and knowledge in this area of law and procedure Skills & experience required of a Data & Information Assistant: Knowledge of UK GDPR laws and procedures Previous experience of undertaking data subject access or right to be forgotten requests Excellent communication skills both written and verbal Connells Group is one of the largest and most successful estate agency and property services providers in the UK and as of March 2021 also encompasses the Countrywide Group. Founded in 1936 and with a network of over 1,200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group is an equal opportunities employer.
Due to increased demand, we are looking for highly motivated Lettings Coordinator to join us on a Zero Hours Fixed Term Contract in Bristol working in our well known Chappell & Matthews estate agency. What s in it for you as our Lettings Coordinator? • Industry leading training and development • Uncapped Commission • Supportive, rewarding and fun environment • Team incentives • Understanding of operations within an estate agency business Key responsibilities of a Lettings Coordinator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone. Skills and experience required to be a successful Lettings Coordinator • Preferably experience as an Administrator / Secretary or similar role • Customer focussed and comfortable in a client facing role • Resilient, positive, numerate and detail oriented • Organised and able to prioritise workload in a faced paced environment • Keen interest in learning and keeping up to date with industry changes • Excellent verbal and written communication skills • IT literate (MS Office, internet, email systems) Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity
Apr 18, 2024
Seasonal
Due to increased demand, we are looking for highly motivated Lettings Coordinator to join us on a Zero Hours Fixed Term Contract in Bristol working in our well known Chappell & Matthews estate agency. What s in it for you as our Lettings Coordinator? • Industry leading training and development • Uncapped Commission • Supportive, rewarding and fun environment • Team incentives • Understanding of operations within an estate agency business Key responsibilities of a Lettings Coordinator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone. Skills and experience required to be a successful Lettings Coordinator • Preferably experience as an Administrator / Secretary or similar role • Customer focussed and comfortable in a client facing role • Resilient, positive, numerate and detail oriented • Organised and able to prioritise workload in a faced paced environment • Keen interest in learning and keeping up to date with industry changes • Excellent verbal and written communication skills • IT literate (MS Office, internet, email systems) Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity
Inventory Clerk Manager / Senior Property Manager We are either looking for an Inventory Clerk Manager or a Senior Property Manager who has carried out Property Inspections, Inventories and Check Outs and we will only consider applications from people wanting to work 5 full days per week, working between 8.30am - 5.30pm Monday to Friday. You will have full responsibility for a team of Inventory Clerks plus Administrators across the Essex region. Inventory Clerk Manager / Senior Property Manager The successful candidate who fulfills this varied role will spend part of each working week carrying out audits, and further training and development of your team of Inventory Clerks and ensuring they feel supported. You will train on visiting properties to undertake various tasks which include the production of condition inspections to ensure they remain in good condition, produce reports to evidence and dispatch to the relevant landlord via bespoke software held on an iPad, compile detailed reports which record the overall condition of a property prior to any tenants moving in. Re-visiting the properties midway through an active tenancy to check on the condition, produce a brief report and then dispatch this to the relevant landlord concerned. Discussing with the tenants in occupation any maintenance-based issues that may be evident. Where relevant, liaising with Property Managers to ensure maintenance based issues are resolved. Inventory Clerk Manager / Senior Property Manager If the property is not being maintained to an acceptable condition you will discuss this with the tenants whilst at the property and put a simple plan in place with them to improve the situation. Inspecting the property prior to the end of a tenancy to produce a 'check out' report which will again record the general condition of the property at that time just prior to the tenants moving out. At the end of a tenancy mediate between landlord and tenants regarding any maintenance considered to be beyond fair wear and tear and attempt to agree on a suitable amount of money that the tenants are to contribute to putting things right. Once agreed relevant funds would be deducted from the initial deposit that the tenants lodged with the company prior to moving in. Where issues are evident at the end of a tenancy, but the landlord and tenants fail to agree on a mutually acceptable compromise, the Property Inspection Clerk prepares all relevant paperwork and sends this to an independent adjudicator who will decide what if anything should be deducted from the tenants' original deposit. Inventory Clerk Manager / Senior Property Manager Highly organised and able to manage a busy diary. The ability to prioritise urgent tasks and constantly work to pre-defined deadlines. Excellent communication skills - face to face, orally and electronically. Confident and professional. IT proficient - familiar with MS Office, other general packages, tablets, and other mobile devices. Inventory Clerk Manager / Senior Property Manager Remuneration Salary up to £35,000 dependent on experience. Kings Permanent Recruitment for Estate Agents hits 17 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Estate Agency Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for Estate Agents website at for online Estate Agency vacancies. Find Steve King on LinkedIn.
Apr 18, 2024
Full time
Inventory Clerk Manager / Senior Property Manager We are either looking for an Inventory Clerk Manager or a Senior Property Manager who has carried out Property Inspections, Inventories and Check Outs and we will only consider applications from people wanting to work 5 full days per week, working between 8.30am - 5.30pm Monday to Friday. You will have full responsibility for a team of Inventory Clerks plus Administrators across the Essex region. Inventory Clerk Manager / Senior Property Manager The successful candidate who fulfills this varied role will spend part of each working week carrying out audits, and further training and development of your team of Inventory Clerks and ensuring they feel supported. You will train on visiting properties to undertake various tasks which include the production of condition inspections to ensure they remain in good condition, produce reports to evidence and dispatch to the relevant landlord via bespoke software held on an iPad, compile detailed reports which record the overall condition of a property prior to any tenants moving in. Re-visiting the properties midway through an active tenancy to check on the condition, produce a brief report and then dispatch this to the relevant landlord concerned. Discussing with the tenants in occupation any maintenance-based issues that may be evident. Where relevant, liaising with Property Managers to ensure maintenance based issues are resolved. Inventory Clerk Manager / Senior Property Manager If the property is not being maintained to an acceptable condition you will discuss this with the tenants whilst at the property and put a simple plan in place with them to improve the situation. Inspecting the property prior to the end of a tenancy to produce a 'check out' report which will again record the general condition of the property at that time just prior to the tenants moving out. At the end of a tenancy mediate between landlord and tenants regarding any maintenance considered to be beyond fair wear and tear and attempt to agree on a suitable amount of money that the tenants are to contribute to putting things right. Once agreed relevant funds would be deducted from the initial deposit that the tenants lodged with the company prior to moving in. Where issues are evident at the end of a tenancy, but the landlord and tenants fail to agree on a mutually acceptable compromise, the Property Inspection Clerk prepares all relevant paperwork and sends this to an independent adjudicator who will decide what if anything should be deducted from the tenants' original deposit. Inventory Clerk Manager / Senior Property Manager Highly organised and able to manage a busy diary. The ability to prioritise urgent tasks and constantly work to pre-defined deadlines. Excellent communication skills - face to face, orally and electronically. Confident and professional. IT proficient - familiar with MS Office, other general packages, tablets, and other mobile devices. Inventory Clerk Manager / Senior Property Manager Remuneration Salary up to £35,000 dependent on experience. Kings Permanent Recruitment for Estate Agents hits 17 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Estate Agency Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for Estate Agents website at for online Estate Agency vacancies. Find Steve King on LinkedIn.
Job Description At Allen & Harris , part of the Connells Group, we're looking for a highly motivated Branch Administrator to support our fantastic team in branch in Abingdon . As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Allen & Harris are an award-winning estate agency and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more!? Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04375
Apr 17, 2024
Full time
Job Description At Allen & Harris , part of the Connells Group, we're looking for a highly motivated Branch Administrator to support our fantastic team in branch in Abingdon . As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Allen & Harris are an award-winning estate agency and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more!? Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04375
Job Description Competitive Salary - Career ProgressionAt Connells , we're looking for a highly motivated Lettings Administrator to support our fantastic team in branch in Harrow . As our Letting Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Lettings Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Lettings Administrator The main purpose of this role is to manage our move ins which will include creating the tenancy paperwork, liaising with tenants to ensure their referencing is completed as quickly as possible, ensuring all the safety certificates are in place & helping our tenants and landlords with any queries they may have during the process. Skills and experience required to be a successful Lettings Administrator Experience as an Administrator / Customer Service or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04410
Apr 17, 2024
Full time
Job Description Competitive Salary - Career ProgressionAt Connells , we're looking for a highly motivated Lettings Administrator to support our fantastic team in branch in Harrow . As our Letting Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Lettings Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Lettings Administrator The main purpose of this role is to manage our move ins which will include creating the tenancy paperwork, liaising with tenants to ensure their referencing is completed as quickly as possible, ensuring all the safety certificates are in place & helping our tenants and landlords with any queries they may have during the process. Skills and experience required to be a successful Lettings Administrator Experience as an Administrator / Customer Service or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04410
Law Graduate 22,000 - 23,000 Guildford Our client is seeking a professional candidate to join their team. If you are looking for a role after recently Graduating and want to work within a busy team this could be the position for you! The ideal candidate will: Be responsible for handling all aspects of the process after exchange of the property through to completion Liaising with clients, lenders and lawyers to ensure all processes and documentation is ready for completion of the property Working with Land Registry, mortgage lenders and management companies Ensure the client receive all documentation at the end of the process Be responsible to ensure the correct retentions are kept within the guidelines to continue working relationships with the mortgage lenders The Legal Admin Assistant will Be a graduate within Law Will have an understanding of Stamp Duty Land Tax Have had experience of dealing with mortgage lenders Have strong attention to detail and great organisation skills Be able to work under pressure and work to tight deadlines Have strong communication skills Have a good working knowledge with Microsoft office In return our client offers a fantastic working enviroment and career progression in time.
Apr 17, 2024
Full time
Law Graduate 22,000 - 23,000 Guildford Our client is seeking a professional candidate to join their team. If you are looking for a role after recently Graduating and want to work within a busy team this could be the position for you! The ideal candidate will: Be responsible for handling all aspects of the process after exchange of the property through to completion Liaising with clients, lenders and lawyers to ensure all processes and documentation is ready for completion of the property Working with Land Registry, mortgage lenders and management companies Ensure the client receive all documentation at the end of the process Be responsible to ensure the correct retentions are kept within the guidelines to continue working relationships with the mortgage lenders The Legal Admin Assistant will Be a graduate within Law Will have an understanding of Stamp Duty Land Tax Have had experience of dealing with mortgage lenders Have strong attention to detail and great organisation skills Be able to work under pressure and work to tight deadlines Have strong communication skills Have a good working knowledge with Microsoft office In return our client offers a fantastic working enviroment and career progression in time.
Our client is looking for a full time Assistant Conveyancer to work within a team environment in their Residential Conveyancing office. You will primarily assist in the day to day running and administration of conveyancing files to include preparation of standard letters and documents via the case management system from the outset of a transaction through to completion and to include all post-completion matters. In particular to assist with the following tasks in relation to purchase matters: - Approve contract and Investigate title in doing so raising appropriate enquiries. Titles to include freehold, leasehold and right to buy transactions. Reviewing replies to enquiries. Reporting on contract, title and search results to client. Reporting on standard residential mortgages (not help to buy) Dealing with any complex registration issues following completion. Other duties to include but not limited to - Dealing with clients, solicitors, intermediaries and other 3rd parties as required. Prepare any other work as requested by the Conveyancing Team Leader or Manager & Head of Residential Conveyancing. To assist with the supervision and training of the Conveyancing Assistants and Conveyancing Administrators and other conveyancing staff in the team, to act as first point of contact for all queries from Conveyancing Assistants and Welcome Team assistants. To attend the annual Money Laundering Training and all other mandatory training. If required to, cover a Conveyancers (Support) annual leave in whichever office location as directed by the Conveyancing Manager/Head of Residential Conveyancing. Ensure the positive representation of the firm, in all dealings with clients and others. To provide support and assistance to the Conveyancing Manager/ Conveyancers/Assistant Conveyancers as and when requested and in particular during periods of annual leave of the Conveyancing Manager Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Apr 17, 2024
Full time
Our client is looking for a full time Assistant Conveyancer to work within a team environment in their Residential Conveyancing office. You will primarily assist in the day to day running and administration of conveyancing files to include preparation of standard letters and documents via the case management system from the outset of a transaction through to completion and to include all post-completion matters. In particular to assist with the following tasks in relation to purchase matters: - Approve contract and Investigate title in doing so raising appropriate enquiries. Titles to include freehold, leasehold and right to buy transactions. Reviewing replies to enquiries. Reporting on contract, title and search results to client. Reporting on standard residential mortgages (not help to buy) Dealing with any complex registration issues following completion. Other duties to include but not limited to - Dealing with clients, solicitors, intermediaries and other 3rd parties as required. Prepare any other work as requested by the Conveyancing Team Leader or Manager & Head of Residential Conveyancing. To assist with the supervision and training of the Conveyancing Assistants and Conveyancing Administrators and other conveyancing staff in the team, to act as first point of contact for all queries from Conveyancing Assistants and Welcome Team assistants. To attend the annual Money Laundering Training and all other mandatory training. If required to, cover a Conveyancers (Support) annual leave in whichever office location as directed by the Conveyancing Manager/Head of Residential Conveyancing. Ensure the positive representation of the firm, in all dealings with clients and others. To provide support and assistance to the Conveyancing Manager/ Conveyancers/Assistant Conveyancers as and when requested and in particular during periods of annual leave of the Conveyancing Manager Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Jo Holdsworth Recruitment are currently working with a highly successful company in Leeds City Centre. The company are committed to providing a welcoming, flexible and supportive workplace. Whether you are just starting out in your career, are returning to work after a break or are a working parent - they want to hear from you! My client has provided conveyancing services to over 1 million customers since they opened our doors over 20 years ago. On average, they help arrange one in every four remortgages and are consistently placed as one of the top providers. They are a profitable global company and are market-leaders within their sector with an excellent service reputation with our customers. Working with a team of welcoming and hard-working individuals, they have a positive company culture and outstanding training that will help you grow and develop with them. They are family friendly and have a strong focus on making sure a healthy work/life balance is possible for everyone, with hybrid working patterns and flexible working opportunities on offer. They also have an excellent, transparent progression pathway for those who want to progress their career with them. They have a large IT team, Finance and HR functions, and Management Teams; all accessible to internal candidates who might fancy a change. Working in newly refurbished, modern offices close to local transport links, this is a permanent role with the option to work full time, part time or reduced hours. As well as working within immaculate offices, some other benefits include: Excellent package including competitive salary, Life Assurance, matched Pension Scheme, Salary Sacrifice Scheme, Private Health Insurance (for all roles where this applies) Family Friendly - hybrid working available, part time/flexible hours, no unsociable hours. We recognise the need to work around that school run! Holidays 33 days annual leave (includes Bank holidays), which increases to 34 days after 5 years' service, increasing 1 day additionally every 5 years, with the option to purchase more days annually (eligibility criteria applies) An extra day off to take on your birthday! Smart casual dress code (all week, not just Fridays!) Significant career progression opportunities with a large in-house training function Highly innovative company with a strong focus on technology An active charity and social events calendar They are currently recruiting for a Customer Service Administrator to join them, this is the perfect opportunity for someone with office-based experience looking for a new challenge OR someone starting their career! Some of the responsibilities include: Speaking with clients, borrowers and other external parties over the phone Working towards monthly completion targets whilst providing an outstanding service Identifying and taking ownership of any problems that arise whilst communicating these with your team leader Managing inbound and outbound correspondence including telephone calls, faxes and emails whilst working towards agreed service standards Updating internal systems accurately and efficiently Inputting information onto the internal systems Experience needed: Outstanding communication and customer service skills The ability to work towards tight deadlines and targets whilst working under pressure The ability to work well within a high-pressured environment Excellent attention to detail, organisation and accuracy skills The ability to work well as a team as well as using your own initiative Previous administrative, customer service and conveyancing experience is desirable but not essential Our client welcomes applicants from a variety of employment/academic backgrounds and who may be at very different stages of their careers. Those who may have taken a break from work to raise children or travel the world, those who have or have not worked in the legal sector, those who have worked in fast paced customer service environments such as baristas, bar staff, retail and those who have never thought that a legal career would be open to them. They value life skills enormously; life experience gives you the ability to understand our customer's needs. You don't need a legal background to work with them, they can provide you with the technical guidance, you just need to bring any customer service and administration skills. As a valued team member, being able to work using your own initiative will assist you in organising and structuring your day, however with a comprehensive training programme and support from your peers, trainers, mentors and managers, you will have everything you need. You'll join the team, working to achieve monthly targets by actioning incoming correspondence, responding to incoming messages and requesting information from mortgage lenders. This is where your experience in working with deadlines, data input and attention to detail will come in handy. Excellent communication skills and a strong desire to do a good job is a must. Their key to sustained long term success is in the diversity of the people they hire and they are committed to ensuring employees are respected, supported and rewarded for their hard work. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30 day period and contact you via any method of contact you have listed on your application. (Jo Holdsworth Recruitment - Recruitment Agency)
Apr 17, 2024
Full time
Jo Holdsworth Recruitment are currently working with a highly successful company in Leeds City Centre. The company are committed to providing a welcoming, flexible and supportive workplace. Whether you are just starting out in your career, are returning to work after a break or are a working parent - they want to hear from you! My client has provided conveyancing services to over 1 million customers since they opened our doors over 20 years ago. On average, they help arrange one in every four remortgages and are consistently placed as one of the top providers. They are a profitable global company and are market-leaders within their sector with an excellent service reputation with our customers. Working with a team of welcoming and hard-working individuals, they have a positive company culture and outstanding training that will help you grow and develop with them. They are family friendly and have a strong focus on making sure a healthy work/life balance is possible for everyone, with hybrid working patterns and flexible working opportunities on offer. They also have an excellent, transparent progression pathway for those who want to progress their career with them. They have a large IT team, Finance and HR functions, and Management Teams; all accessible to internal candidates who might fancy a change. Working in newly refurbished, modern offices close to local transport links, this is a permanent role with the option to work full time, part time or reduced hours. As well as working within immaculate offices, some other benefits include: Excellent package including competitive salary, Life Assurance, matched Pension Scheme, Salary Sacrifice Scheme, Private Health Insurance (for all roles where this applies) Family Friendly - hybrid working available, part time/flexible hours, no unsociable hours. We recognise the need to work around that school run! Holidays 33 days annual leave (includes Bank holidays), which increases to 34 days after 5 years' service, increasing 1 day additionally every 5 years, with the option to purchase more days annually (eligibility criteria applies) An extra day off to take on your birthday! Smart casual dress code (all week, not just Fridays!) Significant career progression opportunities with a large in-house training function Highly innovative company with a strong focus on technology An active charity and social events calendar They are currently recruiting for a Customer Service Administrator to join them, this is the perfect opportunity for someone with office-based experience looking for a new challenge OR someone starting their career! Some of the responsibilities include: Speaking with clients, borrowers and other external parties over the phone Working towards monthly completion targets whilst providing an outstanding service Identifying and taking ownership of any problems that arise whilst communicating these with your team leader Managing inbound and outbound correspondence including telephone calls, faxes and emails whilst working towards agreed service standards Updating internal systems accurately and efficiently Inputting information onto the internal systems Experience needed: Outstanding communication and customer service skills The ability to work towards tight deadlines and targets whilst working under pressure The ability to work well within a high-pressured environment Excellent attention to detail, organisation and accuracy skills The ability to work well as a team as well as using your own initiative Previous administrative, customer service and conveyancing experience is desirable but not essential Our client welcomes applicants from a variety of employment/academic backgrounds and who may be at very different stages of their careers. Those who may have taken a break from work to raise children or travel the world, those who have or have not worked in the legal sector, those who have worked in fast paced customer service environments such as baristas, bar staff, retail and those who have never thought that a legal career would be open to them. They value life skills enormously; life experience gives you the ability to understand our customer's needs. You don't need a legal background to work with them, they can provide you with the technical guidance, you just need to bring any customer service and administration skills. As a valued team member, being able to work using your own initiative will assist you in organising and structuring your day, however with a comprehensive training programme and support from your peers, trainers, mentors and managers, you will have everything you need. You'll join the team, working to achieve monthly targets by actioning incoming correspondence, responding to incoming messages and requesting information from mortgage lenders. This is where your experience in working with deadlines, data input and attention to detail will come in handy. Excellent communication skills and a strong desire to do a good job is a must. Their key to sustained long term success is in the diversity of the people they hire and they are committed to ensuring employees are respected, supported and rewarded for their hard work. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30 day period and contact you via any method of contact you have listed on your application. (Jo Holdsworth Recruitment - Recruitment Agency)
Job Description At Connells , we're looking for a highly motivated Branch Administrator (Part Time Flexible) to support our fantastic team in branch in Headington . As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. Part Time - 25 Hours Per Week: (flexibility around when these days and hours are worked, could suit school hours, to be discussed at interview stage) What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04442
Apr 17, 2024
Full time
Job Description At Connells , we're looking for a highly motivated Branch Administrator (Part Time Flexible) to support our fantastic team in branch in Headington . As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. Part Time - 25 Hours Per Week: (flexibility around when these days and hours are worked, could suit school hours, to be discussed at interview stage) What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04442
Connells Group are looking for motivated Accounts Administrators to join their busy Client Accounts team in Leighton Buzzard . Our Accounts Administrators provide support to our Lettings Branches, Landlords and Tenants. If you enjoy working as part of a team, are interested in accounts or administration and are dedicated in providing a high level of service, then this could be the role for you! You will be responsible for: Check property, landlord & tenant details on client accounts computer system and ensure all charges for fees are correctly raised Process renewals, terminations of tenancies and return of deposits Perform other administration tasks related to the letting of properties Process supplier invoices and handle queries from suppliers Ensure all funds received are identified and allocated correctly Process rents received and remit to landlord daily by Faster Payments & Cheque Perform bank and fee reconciliations Produce statements to landlords detailing transactions on account Process requests from internal and external customers Handle queries coming into the department via phone and email in a timely and professional manner Be responsible for ensuring that all tasks carried out are in line with internal processes and meet current legislation Ad hoc duties as required by line manager Your experience and skills will include: Excellent communication and customer service skills with the confidence to deal with challenging queries via phone and email Excellent PC and related technology skills Excellent writing skills Good analytical ability Ability to stay calm under pressure and work to tight deadlines Flexible approach to working especially at peak times such as month end Basic accounts/bookkeeping background an advantage but not necessary About Connells Group Connells Group is one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network of nearly 1200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. CF00326
Apr 16, 2024
Full time
Connells Group are looking for motivated Accounts Administrators to join their busy Client Accounts team in Leighton Buzzard . Our Accounts Administrators provide support to our Lettings Branches, Landlords and Tenants. If you enjoy working as part of a team, are interested in accounts or administration and are dedicated in providing a high level of service, then this could be the role for you! You will be responsible for: Check property, landlord & tenant details on client accounts computer system and ensure all charges for fees are correctly raised Process renewals, terminations of tenancies and return of deposits Perform other administration tasks related to the letting of properties Process supplier invoices and handle queries from suppliers Ensure all funds received are identified and allocated correctly Process rents received and remit to landlord daily by Faster Payments & Cheque Perform bank and fee reconciliations Produce statements to landlords detailing transactions on account Process requests from internal and external customers Handle queries coming into the department via phone and email in a timely and professional manner Be responsible for ensuring that all tasks carried out are in line with internal processes and meet current legislation Ad hoc duties as required by line manager Your experience and skills will include: Excellent communication and customer service skills with the confidence to deal with challenging queries via phone and email Excellent PC and related technology skills Excellent writing skills Good analytical ability Ability to stay calm under pressure and work to tight deadlines Flexible approach to working especially at peak times such as month end Basic accounts/bookkeeping background an advantage but not necessary About Connells Group Connells Group is one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network of nearly 1200 branches nationwide, the Group combines residential sales and lettings expertise with a range of consumer and corporate services including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers and auctions. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. CF00326
About the opportunity: We are the internal recruitment partner for our client, a multi award winning financial advisor support group based in Litchfield. We are presenting a new opportunity for a Mortgage Operations Administrator to join their friendly and supportive team on a 6-month fixed term contract. As a Mortgage Operations Administrator , you will be responsible for providing efficient and accurate administrative support to the Mortgage and Case Handling Team throughout the mortgage application process. This will involve updating customer records in an accurate and timely manner, sending out customer feedback surveys, collating and producing daily and weekly reports for the management team and ensuring emails and in-house post reaches the correct recipients. The successful candidate will be highly organised, have excellent attention to detail and be able to work effectively in a fast-paced environment. If you have previous experience in financial services administration or have an interest in starting a career in financial services, then this could be a great opportunity for you. Requirements Who we are looking for: The successful candidate will be able to demonstrate the following: Good all-round administrative experience is required. Previous experience within the financial services sector would be desirable, however full training and support will be provided. Highly organised with a good attention to detail. Strong communications skills, written & verbal. An energetic team player with a great work ethic. Self-sufficient with a willingness to learn. Demonstrate a flexible attitude with the ability to multitask. Ability to build/maintain good working relationships with peers and other key stakeholders. Benefits Why you will like working with us: In return we are offering: An hourly rate of £12.00. Hybrid working arrangement. 35 hour working week, across Monday to Friday. 25 days holidays as standard, plus bank holidays (pro rata). Half day holiday for your birthday. Access to flexible benefits and staff discounts platform, TenetFLEX. 5% employer pension contributions. Company-funded Income Protection and Assurance cover. Enhanced maternity and paternity policies. Access to our free Employee Assistance Provider (EAP).
Apr 16, 2024
Full time
About the opportunity: We are the internal recruitment partner for our client, a multi award winning financial advisor support group based in Litchfield. We are presenting a new opportunity for a Mortgage Operations Administrator to join their friendly and supportive team on a 6-month fixed term contract. As a Mortgage Operations Administrator , you will be responsible for providing efficient and accurate administrative support to the Mortgage and Case Handling Team throughout the mortgage application process. This will involve updating customer records in an accurate and timely manner, sending out customer feedback surveys, collating and producing daily and weekly reports for the management team and ensuring emails and in-house post reaches the correct recipients. The successful candidate will be highly organised, have excellent attention to detail and be able to work effectively in a fast-paced environment. If you have previous experience in financial services administration or have an interest in starting a career in financial services, then this could be a great opportunity for you. Requirements Who we are looking for: The successful candidate will be able to demonstrate the following: Good all-round administrative experience is required. Previous experience within the financial services sector would be desirable, however full training and support will be provided. Highly organised with a good attention to detail. Strong communications skills, written & verbal. An energetic team player with a great work ethic. Self-sufficient with a willingness to learn. Demonstrate a flexible attitude with the ability to multitask. Ability to build/maintain good working relationships with peers and other key stakeholders. Benefits Why you will like working with us: In return we are offering: An hourly rate of £12.00. Hybrid working arrangement. 35 hour working week, across Monday to Friday. 25 days holidays as standard, plus bank holidays (pro rata). Half day holiday for your birthday. Access to flexible benefits and staff discounts platform, TenetFLEX. 5% employer pension contributions. Company-funded Income Protection and Assurance cover. Enhanced maternity and paternity policies. Access to our free Employee Assistance Provider (EAP).