Back to search
My client is an Independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning Services surrounding Mortgages, Protection, Pensions and Retirement Planning.
We urgently seek a Mortgage & Protection Administrator, to join an existing team providing support to the Mortgage Advisers of the business.Key tasks and responsibilities include (but not limited to):
- Provide administrative support to the Advisers including preparing reports, scheduling client appointments, updating and liaising to conclude work related tasks
- Prepare client packs, research, applications and documents required for client meetings
- Maintain client files in line with company guidelines and standards
- Submit mortgage and protection applications with various lenders/providers, ensuring all documentation is accurate and submitted on time
- Ensure all necessary information is on file and liaise with relevant companies/departments to resolve any outstanding queries
- Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries
- Proficient in the use of IT: Microsoft Word/Excel
- Excellent communication skills and attention to detail
- Ability to manage multiple tasks
It would be to your advantage if you have and experience within a similar role within Mortgages & Protection, but this is not specifically needed. We require a candidate with 1-3 years experience working within the Financial Services sector, with a minimum of good GCSE grades in English & Maths, ideally degree qualified within a Financial discipline, and have a desire to develop a career within the Mortgage / Financial Planning industry.
