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Overview
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon – Fri 8.30 am – 5 pm
The role
- Responsible for sending introductory emails to all new enquiries.
- Responsible for administering and progressing applications, managing leads, and liaising with 3rd parties, clients and consultants.
- Creating invoices where applicable and sending invoice reminders.
- Managing figures and spreadsheets.
- Ensuring that files are compliant post-completion.
- Liaising with lenders where required, and providing updates to clients were required to support the Advisors.
- Updating of notes on the CRM where applicable.
- Researching the various lenders and the clients affordability. Obtaining key facts illustrations, generic protection quotations, and keying of mortgage AIPs & applications.
Requirements
- Mortgage Administration experience gained within the independent market
- Excellent written skills and telephone manner
- Must demonstrate technical ability and be comfortable with mortgage & protection terminology.
- Ability to time manage and prioritise cases through to completion.
- Desire to progress in a professional and growing business.
Package:
Salary negotiable depending on experience + Benefits...
- 6% Pension paid – auto-enrolment
- Death in Service cover – 4 x basic
- Long-term sickness benefit – 75% of basic (After 6 months)
- 25 days annual leave plus bank hols, rising by 1 day per year for each full calendar year to a max of 30.
