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- Tasks: Support Mortgage Advisers with admin tasks, client meetings, and document preparation.
- Company: Join an Independent Financial Advisory firm focused on Mortgages and Financial Planning.
- Benefits: Gain valuable experience in a supportive team environment with potential career growth.
- Why this job: Perfect for those passionate about finance and eager to make a difference in clients' lives.
- Qualifications: 1-3 years in Financial Services, good GCSEs in English & Maths, ideally degree qualified.
- Other info: Located in Bradford, apply by September 30th for this exciting opportunity!
The predicted salary is between 30000 - 42000 £ per year.
My client is an Independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning Services surrounding Mortgages, Protection, Pensions and Retirement Planning. We urgently seek a Mortgage & Protection Administrator, to join an existing team providing support to the Mortgage Advisers of the business.
Key tasks and responsibilities include (but are not limited to):
- Provide administrative support to the Advisers including preparing reports, scheduling client appointments, updating and liaising to conclude work related tasks.
- Prepare client packs, research, applications and documents required for client meetings.
- Maintain client files in line with company guidelines and standards.
- Submit mortgage and protection applications with various lenders/providers, ensuring all documentation is accurate and submitted on time.
- Ensure all necessary information is on file and liaise with relevant companies/departments to resolve any outstanding queries.
- Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.
Proficient in the use of IT: Microsoft Word/Excel. Excellent communication skills and attention to detail. Ability to manage multiple tasks.
It would be to your advantage if you have experience within a similar role within Mortgages & Protection, but this is not specifically needed. We require a candidate with 1-3 years experience working within the Financial Services sector, with a minimum of good GCSE grades in English & Maths, ideally degree qualified within a Financial discipline, and have a desire to develop a career within the Mortgage / Financial Planning industry.
Location: Bradford
CLOSING DATE: Sep 30
Mortgage & Protection Administrator employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Administrator
✨Tip Number 1
Familiarise yourself with the mortgage and protection industry. Understanding key terms and processes will not only boost your confidence but also impress the interviewers at StudySmarter.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities within our company.
✨Tip Number 3
Brush up on your IT skills, especially in Microsoft Word and Excel. Being proficient in these tools is crucial for the role, and showcasing your abilities during the interview can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your organisational skills and how you manage multiple tasks. Think of specific examples from your past experiences that demonstrate your ability to handle a busy workload effectively.
We think you need these skills to ace Mortgage & Protection Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Mortgage & Protection Administrator position. Tailor your application to highlight relevant skills and experiences that align with these tasks.
Craft a Strong Application Statement: In your application statement, clearly articulate why you are interested in this role and how your background in financial services makes you a suitable candidate. Mention any specific experiences related to mortgages or protection that could set you apart.
Highlight Relevant Skills: Make sure to emphasise your proficiency in IT, particularly with Microsoft Word and Excel, as well as your communication skills and attention to detail. Provide examples of how you've successfully managed multiple tasks in previous roles.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Lime Search & Select Ltd
✨Know Your Financial Basics
Brush up on your knowledge of mortgages and protection products. Understanding the basics will help you answer questions confidently and demonstrate your interest in the field.
✨Showcase Your Organisational Skills
As a Mortgage & Protection Administrator, you'll need to manage multiple tasks. Be prepared to discuss how you've successfully organised your workload in previous roles or during your studies.
✨Prepare for Common Questions
Anticipate questions related to client interactions and administrative tasks. Think about examples from your past experiences that highlight your communication skills and attention to detail.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your enthusiasm for the role and the company. Inquire about the team dynamics or opportunities for professional development within the firm.
