Job Description

Key Responsibilities:
Supporting a team of Mortgage Advisers in daily activities
Supporting with research, report writing, and business submissions
Servicing new and existing clients
Basic compliance oversight
Any other ad hoc duties as required
 

Required Knowledge, Skills, and Abilities

Experience in a similar role with a good understanding of Financial Services is essential. Some pension and investment knowledge is preferred but is not essential. Experienced in protection research, reports, and processing. Self-motivated. Excellent organizational skills. IT Literate. Team Player. Good customer service skills. Exceptional communication skills.