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For Companies At a Glance
- Tasks: Support Mortgage Advisers with administration and compliance tasks daily.
- Company: Join an award-winning financial advice network with over 30 years of experience.
- Benefits: Enjoy a salary up to £26,500, bonuses, 25 days leave, and study support.
- Why this job: Kickstart your career in finance with a clear pathway to becoming an Adviser.
- Qualifications: Experience in Mortgage and Protection or Financial Services is preferred.
- Other info: Located in Horsham, with free parking and a supportive team environment.
The predicted salary is between 22000 - 29000 £ per year.
Location: Horsham, West Sussex
Salary/package: Up to £26,500 + Bonus + 25 days' annual leave + Pension + Study Support + Free Parking + Career pathway to become a Mortgage & Protection Adviser
YOUR NEW COMPANY
Our client is an award-winning, market-leading UK financial advice network. Founded over 30 years ago, the company has over 100 people supporting its network members and their clients by offering business support, compliance guidance and model portfolios. The company’s headquarters is based in Horsham, West Sussex.
THE ROLE
Due to expansion within the Mortgage Team, a need has arisen for a Mortgage & Protection Administrator. Based at the firm’s HQ in Horsham, and reporting to the Operations Manager, the Mortgage & Protection Administrator's key duties will include:
- Provide full administration support to all Mortgage Advisers
- Assist all Mortgage Advisors with any general queries
- Ad hoc support to the general department when required
- Ensure awareness and compliance of regulatory responsibilities
- Ensure that all advisers supply a full compliant file to the administration team before processing any new business
- All clients' details being entered into the firm's back office system
- Submit mortgage and protection to providers online (via providers website) or by post
- Chase providers on the progress of business in a timely and effective manner
REQUIREMENTS
Candidates interested in the Mortgage & Protection Administrator vacancy will require the following:
- Mortgage and Protection experience (ideally from a Financial Planning firm or IFA)
- Financial Services Administration experience
- Excellent communication skills
- Live a commutable distance from Horsham
REMUNERATION / PACKAGE
The package for the Mortgage & Protection Administrator vacancy is as follows:
- Up to £26,500
- Annual bonus
- 25 days' annual leave
- Pension
- Study Support
- Free Parking
- Career pathway to become a Mortgage & Protection Adviser
NEXT STEPS
If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.
Contact Detail:
Vision-FS Recruitment 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 products available in the UK market. Understanding these products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in mortgage and protection. Attend local events or join online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 3
Brush up on your compliance knowledge related to mortgages and financial services. Being well-versed in regulatory responsibilities will set you apart as a candidate who understands the importance of compliance in this field.
✨Tip Number 4
Prepare for the interview by practising common questions related to administration support in financial services. Think about scenarios where you've successfully assisted others and how you can apply that experience to the Mortgage & Protection Administrator role.
We think you need these skills to ace Mortgage & Protection Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection administration. Emphasise any previous roles in financial services and showcase your communication skills.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Mortgage & Protection Administrator role. Mention your understanding of regulatory responsibilities and your ability to support mortgage advisers effectively.
Showcase Your Skills: In your application, clearly outline your administrative skills and any experience with back office systems. Provide examples of how you've successfully managed client details and processed business in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Vision-FS Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection products. Familiarise yourself with the latest regulations and compliance requirements, as this role heavily involves ensuring adherence to these standards.
✨Showcase Your Communication Skills
As a Mortgage & Protection Administrator, you'll need to communicate effectively with advisers and clients. Prepare examples of how you've successfully handled queries or resolved issues in previous roles to demonstrate your communication prowess.
✨Demonstrate Team Spirit
This role requires collaboration with various team members. Be ready to discuss how you've worked in a team environment before, highlighting your ability to support colleagues and contribute to a positive workplace culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the role. This shows your genuine interest in the position and helps you understand if it's the right fit for you. Consider asking about the career pathway to becoming a Mortgage & Protection Adviser.
