We are currently working with a highly reputable financial planning business with offices in London to recruit for a Mortgage Administrator to join the business.
Due to expansion the business now requires a Mortgage Administrator to join the business to provide support to the Financial Planners & Mortgage Brokers.
Key tasks and responsibilities within this role will include:
Answer incoming calls, responding to client and provider queries as appropriate
Manage personal inbox, answering client, external and internal mails where appropriate in line with requirements
Manage daily post, answering client mail or distributing as appropriate
Contact clients prior to meetings to confirm appointments and obtain up to date information in line with practice processes and Partner requirements
Prepare documentation for initial meetings with prospective clients using a Check List to practice standards
Ensure all information is entered onto the practice CRM system maintaining up to date records of clients personal details, plans, contact history and task history
Obtain quotations and illustrations and supporting documentation in preparation for client meetings
This is an exceptional opportunity to join a highly regarded wealth management business that will offer the opportunity to earn a substantial living.