Job Description

Benefits:

You’ll have the opportunity to work in a friendly, supportive and professional environment. You’ll receive a generous salary of up to £20,000 p.a. (depending on experience) as well as 20 days’ annual leave plus bank holidays and access to pension scheme (salary and annual leave to be pro-rated based on part time hours).

The role:

You’ll take on a broad range of administrative responsibilities including communication with product providers and clients by telephone, post and email; obtaining product information, entering and maintaining the accuracy of client data, assisting advisers in preparing for and documenting client appointments and financial advice services.

Other responsibilities include:

Mortgage Application Processing

• Liaising with providers, lenders and clients for case progression and case placement as well as with solicitors and conveyancers regarding exchange/completion dates
• Managing review dates for existing clients
• Ensure all necessary documentation is held within the clients file, meeting FCA’s rules and regulations

New Client input into Client Database

• Input Fact Find details into Client Database
• Prepare & send-off authority letters and send to client for signature
• Input details of existing mortgages and protection once received from adviser
• Scan all documents/emails provided by Adviser into Client Database
• Add Activity entries/workflows

Adviser/Client/Provider Requests

• Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation

New Business Submission

• Submit new business to provider or submit applications on line
• Enter details of case into Client Database
• Track new business and current position, updating Adviser accordingly
• Ensure all new business has been checked and been signed off (if required)

Other duties

• Telephones
• Accurate activity management through Client Database

Essential criteria:

• Previous experience of mortgage administration
• Excellent organisational skills
• The ability to develop rapport with the staff, existing and potential clients, in person and on the telephone
• Attention to detail and an appreciation of the importance of data accuracy
• Sound IT skills and a working knowledge of MS Word/Excel

Desirable (but not essential) criteria:

• Experience using Intellifo / Intelligent Office back office systems
• CeMAP qualification (or equivalent)

Want to apply? We’d also love to see:

• Excellent verbal and written communication skills
• Customer focussed approach to work
• Planning and organisational skills
• Motivation and drive

Required Knowledge, Skills, and Abilities

Essential criteria: Previous experience of mortgage administration Excellent organisational skills The ability to develop rapport with the staff, existing and potential clients, in person and on the telephone Attention to detail and an appreciation of the importance of data accuracy Sound IT skills and a working knowledge of MS Word/Excel Desirable (but not essential) criteria: Experience using Intellifo / Intelligent Office back office systems CeMAP qualification (or equivalent)