Operations Apprentice

About the role

Operations Apprentice 🚀

Ready to dive into the fast-paced world of finance and learn the ins and outs of a growing business? We're looking for an energetic and organized Operations Apprentice to join our tight-knit team. You'll be working directly with our Operations Manager, gaining hands-on experience from day one.

As an integral part of our small business, you'll get to experience every facet of our operations. No two days are the same, and you'll be expected to jump in and contribute across the board, learning at an incredible pace. 📈

What you'll be doing:

• Communication Hub: Be the first point of contact for incoming calls and emails from clients, potential clients, lenders, and other professionals. 📞📧
• Data Master: Keep our CRM system and deal pipeline up-to-date, ensuring all our files are accurate and compliant. 📁✅
• Document Dynamo: Request, chase, and meticulously check client documents, filing them correctly. 📄
• Lender Liaison: Assist in preparing and submitting applications to lenders, and keep clients informed of their progress. 🏦
• Professional Partner: Liaise with banks, investment houses, private funds, solicitors, valuers, and other third-party professionals to keep transactions moving smoothly. 🤝
• Compliance Champion: Support crucial compliance checks, ensuring every file is complete and meets requirements. 👍
• Financial Support: Help with financial administration, including preparing invoices. 💰
• Director's Sidekick: Provide general administrative support to our directors and help keep the office running like a well-oiled machine. ⚙️
• Calendar Commander: Manage the directors' and team's calendars, proactively informing everyone of daily and weekly schedules. 🗓️
• Office Oasis: Prepare and tidy the meeting room for internal meetings and external visitors. ☕
• Industry Insider: Gain invaluable knowledge about the financial services sector, including development, bridging, and term finance, understanding how lenders assess deals and the significance of property finance in the broader economy. 🌐

If you're eager to learn, a great communicator, and ready to make a real impact, we want to hear from you! Apply now and start your journey with us! ✨

Key responsibilities

• Manage incoming client and professional enquiries.
• Maintain CRM system to ensure deal pipeline accuracy and compliance.
• Process client documentation and assist with lender application submissions.
• Support compliance checks and financial administration tasks.
• Provide general administrative and logistical support.

Entry requirements

GCSE in: (English (grade Grade 3 or equivalent), Maths (grade Grade 3 or equivalent))