Job Description

The purpose of the Administrator is to:

• Support with specific applications
• Deal with different banking systems on a daily basis
• Provide administrative support to team members
• Manage the client service experience from start to finish
• Ensure smooth progress of the application for clients
• Record all conversations and correspondence on specific CRM systems
• Gather original documents from clients, as required by the banks
• Load documents onto the system within the required compliance timescales
• Scan specific documents onto the system
• Be responsible for ensuring the final file meets the required Compliance standards
• Make sure all work meets the required FCA compliance standards
• Contact existing clients as instructed by the Company Directors
• Review clients circumstances and products
• Assist the team with any other duties, as reasonably requested

Required Knowledge, Skills, and Abilities

Have worked within a finance, mortgage or similar industry background previously Be focused and hard working Have great customer services and be passionate on delivering a great service Work well under pressure Be a great multitasker and able to prioritise work loads Have previous administrative experience