Mortgage, Protection and Equity Release administrator

Recruiter
Financial Divisions
Location
Walton-on-Thames
Salary
19000.00 - 22500.00 GBP Annual
Posted
28 Jun 2019
Closes
26 Jul 2019
Contract Type
Permanent
Hours
Full Time

Mortgage, Protection and Equity Release administrator

Walton On Thames

GBP19k-22.5k

Financial Divisions are delighted to be supporting a very well-established Wealth Management firm in their search for a Mortgage, Protection and Equity Release administrator.

The firm are in Walton on Thames and provide advise to a broad range of private individuals, trusts and small businesses, both in the UK and Internationally.

Responsibilities:

  • Regular liaison with lenders and providers to obtain updates on applicant status and pro-actively progress mortgage and protection applications through to completion.
  • Answering, dealing with client queries and booking client appointments
  • Sending out Advisory (Suitability) letters and enclosures
  • Diary entries to be updated with clear and concise notes throughout any activity time-line

You will possess:

  • Ideally have experience working as an IFA Administrator or within Mortgage administration.
  • A strong knowledge of financial products, particularly Mortgages and Investments
  • Previous experience within financial services in an administrative capacity
  • A professional communication manner, both written and verbally
  • Some regulated qualifications, although not essential
  • The ability to work independently as well as within a small team

For immediate consideration for this role please forward a copy of your CV