Mortgage & Protection Administrator

Reference: AL1071

Salary £18,000 to £24,000 + benefits

My client is a very well established and reputable IFA, and they are now looking to recruit a Mortgage & Protection Administrator to join their team.

Responsibilities of the Mortgage & Protection Administrator

  • Handling cases from the point of initial enquiry through to implementation and onwards
  • Gather and input data to prepare for client meetings
  • Process and maintain accurate and comprehensive client records
  • Get to know your clients needs, building and managing the relationship
  • Processing applications and policies
  • Deliver clear and concise communication with clients, colleagues, and external contacts
  • Ensure consistent delivery of the companys processes, identifying improvements and reporting gaps or inefficiencies
  • Prepare for, contribute, and host regular team meetings and daily huddles
  • Prepare and attend regular 121s and performance reviews including setting milestones and goals to develop your potential
  • Attend internal and external training courses and company events

Skills & Experience required

  • Accuracy and attention to detail
  • Technologically adept
  • Active listening
  • Self management and organisational skills
  • Ability to follow current practices and processes
  • A logical mind and a lateral thinker
  • Able to communicate ideas in a straightforward way
  • Adaptability
  • Able to collaborate and share ideas and solutions
  • Two years previous Mortgage & Protection or Financial Planning Administration experience
  • Awareness of Financial Services legislation and application such as GDPR, AML, Vulnerable clients, TCF along with awareness and understanding of compliance processes and procedures

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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