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 not limited to):
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Provide administrative support to the Advisers including preparing reports, scheduling client appointments, updating and liaising to conclude work related tasks
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Prepare client packs, research, applications and documents required for client meetings
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Maintain client files in line with company guidelines and standards
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Submit mortgage and protection applications with various lenders/providers, ensuring all documentation is accurate and submitted on time
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Ensure all necessary information is on file and liaise with relevant companies/departments to resolve any outstanding queries
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Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries
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Proficient in the use of IT: Microsoft Word/Excel
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Excellent communication skills and attention to detail
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Ability to manage multiple tasks
It would be to your advantage if you have and 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.
Contact Detail:
Lime Talent Ltd Recruiting Team