Customer Service/

Administration – Upminster

Job Description:

As an Apprentice you will be responsible, taking on various duties to ensure the smooth and efficient running of a busy office and liaising with advisers. This is a fantastic opportunity for the right candidate.

What will you be doing:

  • Always showing politeness and respect and an enthusiasm for the business whilst receiving and handling all enquiries
  • Liaising with Advisers re: case updates, items to do, problems on cases
  • Maintaining the database – ensuring contact details, review dates, product details, etc. are up-to-date and relevant, keeping case note and progressing cases through the relevant stages
  • Liaising with Lenders & Providers – chasing cases, dealing with any problems on the cases, negotiating escalation on cases, keeping the lenders/providers up to date on any potential changes
  • Liaising with clients – requesting information, keeping clients in the loop
  • Liaising with Solicitors – chasing cases through to completion and dealing with any potential issues following offer
  • Keeping track of commissions – inputting commissions, chasing unpaid commissions, reviewing written business amounts and keeping track of targets

Desired skills and personal qualities:

  • Confident use of the telephone
  • Good communication skills
  • Good English grammar
  • Friendly personality
  • Hard working
  • Respect of others
  • Flexible attitude

What training will you take and what qualification will you get at the end:

  • TheLightBulb will deliver the Level 2 Customer Service Standard
  • You will need to attend 4 workshops remotely via Zoom
  • You will complete Functional Skills in Maths and English if required
  • 20% off the job training will be included
  • In-house training will be given to support specifics of the role


  • Minimum of C/4 in GCSE’s Maths and English (or equivalent qualifications).


  • 37.5 hours a week


  • RM14 3PJ