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- Tasks: Provide essential admin support and optimise client relationships in a dynamic office environment.
- Company: Established wealth management practice based in East Belfast, founded in 2005.
- Benefits: Competitive salary of £25k - £27k, with potential for permanent contract.
- Other info: Full-time role with opportunities for growth and development in a supportive team.
- Why this job: Kickstart your career in financial services and gain valuable experience in mortgage administration.
- Qualifications: GCSE Maths and English, good literacy and numerical skills; mortgage experience is a plus.
The predicted salary is between 21000 - 27000 £ per year.
Honeycomb is delighted to partner with a private Wealth Management practice to recruit for a Mortgage Administrator to join their office based in East Belfast. The role is full time and Contract on a 10 month FTC basis but may lead to a permanent contract.
The Client: Founded in 2005, our client is an established wealth management practice based in East Belfast.
The Role: To provide administrative support to the Practice to ensure that relationships with clients can be optimised and assist with the daily operation of the office.
Key Duties:
- Provide administrative support to the Practice
- Ensure that files are complete with all required client identification documentation and necessary application forms
- Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
- Process applications accurately and record the required management information
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
- Meeting and greeting clients and visitors to the Practice
- Running reports and illustrations and collating key data
- Progressing applications with product providers, chasing up Letters of Authority
- Producing templated client letters and reports
Essential Criteria:
- GCSE Math and English
- Good literacy and numerical skills
- Looking to start a career within Financial Services
- Mortgage administration experience preferable
Package: £25k - £27k dep on skills and experience
How to Apply: To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans at Honeycomb Jobs.
Disclaimer: If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Mortgage Administrator TLNT1_NI in Belfast employer: Honeycomb Jobs Limited
Contact Detail:
Honeycomb Jobs Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator TLNT1_NI in Belfast
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in mortgage administration. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to mortgage administration. We recommend role-playing with a friend or using online resources to get comfortable with your answers and boost your confidence.
✨Tip Number 3
Show off your skills! If you have experience with Salesforce CRM or any other relevant software, make sure to highlight that during interviews. We want to see how you can bring value to the team right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Mortgage Administrator TLNT1_NI in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Administrator role. Highlight any relevant experience, especially in administration or financial services, and don’t forget to showcase your GCSE Maths and English skills!
Showcase Your Skills: In your application, emphasise your literacy and numerical skills. We want to see how you can contribute to our team, so mention any specific software or tools you've used, like Salesforce CRM, if applicable.
Be Professional: Since you'll be dealing with clients and third parties, it's crucial to convey professionalism in your written application. Use clear and concise language, and make sure there are no typos or grammatical errors.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets to us directly, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Stuff
Make sure you understand the basics of mortgage administration and the specific duties outlined in the job description. Brush up on key terms and processes, as well as the software mentioned, like Salesforce CRM. This will show that you're serious about the role and ready to hit the ground running.
✨Practice Makes Perfect
Rehearse common interview questions related to administrative support and client communication. Think about how you would handle specific scenarios, such as dealing with a difficult client or ensuring documentation is complete. Practising your responses will help you feel more confident during the actual interview.
✨Dress to Impress
Even though it’s an admin role, first impressions matter! Dress smartly and professionally for your interview. It shows respect for the opportunity and helps you feel more confident. Remember, you want to convey that you’re ready to represent the practice well.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of your interview. This could be about the team dynamics, the company culture, or how success is measured in the role. Asking questions not only shows your interest but also helps you determine if this is the right fit for you.