Job Description

As we expand our business, a new and exciting opportunity has been created for an individual to join the team and provide full administrative support in the processing and management of mortgage and Insurance business.

Experience in mortgage & protection administration is essential.

Duties:

• Creating client files
• Liaising with lenders, providers. Solicitors and clients
• Processing and supporting mortgage & protection applications through to completion
• Liaising and supporting clients regularly providing updates and information through the application process
• Daily liaison with lenders and providers from application through to completion
• Ensuring all relevant CRM systems are updated
• Providing the mortgage advisers with clear and concise updates
• Submitting information and data, accurately and efficiently
• Completing and submitting of adviser files for compliance
• There will also be the opportunity to assist on the Wealth Advisory Department as and when required

In return you will receive:

• Full support and training
• Holiday / Pension Scheme
• Monday to Friday full time flexible hours
• Competitive Salary
• Career Progression opportunities
• A friendly proactive office environment with supportive and fun peers!

Work remotely:

• No

Required Knowledge, Skills, and Abilities

You will have a fantastic telephone manner. Experienced and confident using Microsoft office. Previous mortgage administration/Paraplanner experience. Excellent written and verbal communication skills is a must. Experience: Mortgage and Protection Administration: 1 year (Required)