Job Description

You will have a keen eye for detail, love learning new skills and get a buzz from ensuring tasks are managed efficiently.

• Upload information from advisors on to the network system
• Complete and upload all recommendation letters with accuracy and attention to detail
• Edit documents ensuring all relevant information is present
• Work to deadlines ensuring all work is competed daily
• Ensure that any decision made considers the impact on the customer and demonstrates company, particularly in line with consumer outcome.
• Review and approve basic information ensuring client contracts are correct
• Quality Check other team members cases when required to do so (once autonomy has been achieved)
• Keep abreast of internal or regulatory changes to the recruitment procedures
• Help and assist with social media sites

Required Knowledge, Skills, and Abilities

• Intermediate IT skills - Microsoft office suite, outlook knowledge
• Exceptional admin skills
• Data entry skills
• Accuracy and attention to detail
• GCSE Math /English (grade C or above)
• Previous experience working with mortgages or financial advisors
• Good written and oral communication
• Ability to take ownership for workload and work to set quality and timeframe standards
• Ability to work well within a team environment