Mortgage Paraplanner/Insurance Administrator

Coast Specialist Recruitment
09 Apr 2017
09 May 2017
Contract Type
Full Time

Our client, a friendly and successful small firm of Mortgage Brokers based in the City is looking for an administrator with experience of working for a mortgage intermediary.

Duties include:-

  • Progressing client cases for mortgages and general insurance
  • Maintaining compliance process
  • Ad-hoc/General Office Administration duties
  • Maintaining client relationships - updates in current cases and previous clients on behalf of advisers
  • Researching for mortgages and insurance cases
  • Maintaining CPD record
  • Maintaining agency details with lenders and insurers
  • Dealing with general insurance enquiries and administration, protection, life, personal lines.

It is essential that candidates have gained their experience working for a firm of mortgage brokers or have an insurance background and keen to learn the mortgage side of the business. You must be hard working, friendly, loyal, and honest and have a professional telephone manner. You should be empathetic and a good listener when dealing with clients. You ideally will have experience of pre-sales and post-sales administration, including research, business submissions etc.

Ideally you should have experience of:- MortgageStream, TriGold, and General Insurance products. It is advantageous, but not essential for candidates to be educated to degree standard and have the Cemap qualification.

This is friendly organisation that can genuinely offer you career progression, whether you wish to remain in an administrative role or work towards advising over time.

The salary depends on current/previous remuneration, however is likely to be in the region of £25-30,000