Mortgage and Insurance Administrator

Mortgage & Insurance Administrator

City

Ideally up to £32,000

This is a fantastic opportunity to join a busy, successful firm.

Duties include:

• Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business
• Preparing files and submitting cases
• Drafting suitability reports
• Compliance administration
• Ensuring the applications run smoothly, dealing with enquiries
• Liaising with clients, lenders, insurance companies
• Updating CRM system, ensuring all necessary documents are on file
• Using Google Suite/ Smartr365/ 27 Tec/ iPipeline
• Managing the annual renewal process for various insurance products

Experience/Skills required:

• A team player who is professional, hardworking and diligent
• Strong IT skills, familiar with Google Suite/Office
• Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers
• Friendly, motivated outlook

Additional information:

• Monday to Friday, 9-5.30
• Training provided
• Office based, London, City
• Salary: £28-32,000 (may consider higher for the right candidate)
• 20 days holiday birthday, rising to 25 days
• Cashplan/workplace pension
• Great career opportunity – this role is likely to progress into a Mortgage Paraplanner role