Mortgage and Protection Administrator

Pendry Selection Services
London (Greater)
10 Mar 2018
14 Mar 2018
Contract Type
Full Time
Mortgage and Protection Administrator

Upmarket Financial Services Firm in the City of London

The main duties of the role will be providing dedicated support to 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, 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 activitiesPro-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 businessResearching suitable products for and compiling the relevant documentation in preparation for advisers and or compliance.Developing existing processes to enhance efficiency of business transactionsCompleting reports and client packs ready for use of the AdviserMaintaining 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 DetailFinancial Advisory (CII) Qualifications - Either Achieved or working towards preferably CF6, CF1 or RO1 Confident and friendly telephone mannerAble to take direction and complete tasks independentlyExcellent computer skills; experience with Outlook, Word and ExcelMotivated, efficient, hardworking, a team player and able to follow instruction.Enquiring mind, with skill in competitor monitoring
Pendry Selection Services, the UK Premier Talentfinders recruiters are handling this pivotal post for a special Client.If you have the necessary experience, email us your cv in WORD format, or call us for more details. Relevant applications are acknowledged within 24 hours.

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