Mortgage Administrator

Expiring today

Clark James
Poole, Dorset
22 Jul 2017
21 Aug 2017
Contract Type
Full Time

Clark James is proud to be representing a superb opportunity to join an IFA/Wealth Manager as a Mortgage Administrator.

The business is currently going from strength strength and this is a newly created opportunity for the successful candidate.

Responsibilities for the role of Mortgage Administrator:

  • To act as first point of contact via telephone to any external calls
  • To act as first point of contact for any visitors to the Company premises
  • Liaise with advisers, product providers and clients via telephone, letter and email on associated administration
  • Pro-actively participate in team meetings and agree actions where appropriate
  • Ensure work flow is completed in a timely manner
  • Accurately scan documentation
  • Process new business - updating back office system with case, scanning of documents, providing supporting docs to lenders as appropriate
  • Submit online applications
  • Track progress of business with lender / provider obtaining updates when required
  • Produce invoice for broker fees and issuing to clients
  • Research and Paraplanning support to employed advisers
  • Process general administration requests within service levels
  • Deal with daily servicing post and update company systems as appropriate
  • Action daily tasks in accordance with company standards
  • Writing suitability reports for advisor approval
  • This is an excellent opportunity to join a leading IFA who also deal with pensions and investments

Opportunities to learn and take qualifications are available within this role as is a long term career opportunity

Please apply for an immediate response.