Job Description

Working for their prestigious offices based in Leeds, you will be working as part of a friendly team and providing direct administration support to a team of Advisers, the successful Candidate will be responsible for a varied role in which day to day duties will consist of;

• Assessing new business submissions in accordance with the Business Standards
• Providing appropriate feedback to individual Advisers
• Demonstrating and applying understanding of internal Business Standards
• Proactively identifying trends and feeding continuous improvement
• Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required
• Promotion of team work within the Business Assessment Tea
• Review the client files within the agreed criteria to the appropriate standards and in accordance with the current checklists held
• Record the results of the assessment accurately and concisely
• To achieve the agreed number of advice checks per day
• To provide courteous and consistent support to team members, Advisers and Supervisors to improve quality
• Ensure SLAs are achieved
• Escalation of exceptions and trends

The successful candidate will need to have previous experience working within a financial services organisation and working towards industry qualifications such as level 4 diploma and level 3 mortgage qualification as well as having working knowledge of financial services compliance processes

Required Knowledge, Skills, and Abilities

The successful candidate will need to have previous experience working within a financial services organisation and working towards industry qualifications such as level 4 diploma and level 3 mortgage qualification as well as having working knowledge of financial services compliance processes