Mortgage and Protection Administrator

Pendry Selection Services
City Of London, London
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Mortgage and Protection Administrator

City of London

The main duties of the role will be providing dedicated support to mortgage and protection Advisers of the firm as well as playing an integral role in the business submission and processing teams..

The ideal candidate will have experience of working in an administrative role in Mortgage and Protection, hit the ground running and have the ability to pro-actively support and assist within a team environment. The role will also include assisting in and helping to develop the current processes, liaising with financial providers as well as clients and other relevant third parties.

Duties will include:

  • Managing the Advisers day to day activities
  • Pro-actively liaising with clients, advisers and other members of your team to request documentation and provide progress reports.
  • Utilising online systems and developing knowledge to aid in the processing of business
  • Researching suitable products for and compiling the relevant documentation in preparation for advisers and or compliance.
  • Developing existing processes to enhance efficiency of business transactions
  • Completing reports and client packs ready for use of the Adviser
  • Maintaining pipelines, regularly contacting lenders/providers to facilitate case progression.
  • Working with the adviser to ensure that regulated transactions are compliant, i.e. suitability letters and file notes are completed within the designated time-frame.
  • Working with and adhering to company and FCA policies and procedures.

Skills required:

  • Exceptional Attention to Detail
  • Financial Advisory (CII) Qualifications preferred
  • Confident and friendly telephone manner
  • Able to take direction and complete tasks independently
  • Excellent computer skills; experience with Outlook, Word and Excel
  • Motivated, efficient, hardworking, a team player and able to follow instruction.
  • Enquiring mind, with aptitude for competitor monitoring
  • Whole of Market knowledge and experience

Pendry Selection Services, the Financial Services, Legal and Accountancy recruiters are handling this pivotal post for a special Client. If you have the necessary experience(essential), email us your cv in WORD format, or call us for more details. Relevant applications are acknowledged within 24 hours.