Job Description

Wealth Management partnership based in Edinburgh City Centre are looking to recruit a full-time Mortgage Assistant & Administrator to contribute positively to their well-established and friendly team.

• Supporting the two Mortgage Advisers and also the Financial Advisers
• You should have a strong track record of successful previous experience supporting mortgage advisers within a Financial Services company
• Diary Management – preparing for client meetings; booking appointments; meeting rooms; preparing paperwork etc.
• Dealing with incoming and outgoing mail and answering telephone calls and emails ·
• General office duties such as faxing, photocopying, scanning, filing and sending literature etc.
• Ensure that all case administration is completed accurately and compliantly
• Carry out product sourcing to source suitable mortgage & protection products for advisers
• Creating and maintaining client files/data.
• Completing decisions in principle, full mortgage applications with specific lenders and liaising with lenders/clients etc.
• Preparing suitability letters on behalf of advisers then issuing to clients
• Managing mortgage reviews with existing clients
• Attend relevant events/webinars held by the business i.e. client/supplier open evenings
• Invoice management for mortgage advice fees
• Microsoft Office Suite – Word/Excel/Outlook essential
• Excellent communication skills – written, verbal & face to face
• Mortgage services experience – having used multiple lenders is desirable
• Ability to build and maintain strong and successful relationships with clients and colleagues
• Planning & organizational skills – ability to priorities and problem-solve, using initiative & decision-making skills
• Attention to detail and the ability to work efficiently to tight deadlines, under pressure

Required Knowledge, Skills, and Abilities