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Mortgage Advisor/Admin
1 week ago
My client is the Mortgage & Protection subsidiary of a UK Wealth Management firm. MLR Careers is supporting them in the recruitment of an additional experienced Mortgage & Protection Administrator.
This role offers a career path to Wealth Management Paraplanner, Financial Planning Advisor or Mortgage Advisor.
There is potential for this role to be partly home-based though some office attendance will be required, particulalrly during your induction period.
Their 300 Advisers working throughout the UK are supported by a 30-strong Admin and Compliance team based here in NI.
You will be part of a growing, close-knit and friendly team, working in an incredibly busy office. You'll be dealing with the administration of a range of protection policies and mortgages from application through to issue.You will have a minimum of 2 years' experience in both mortgage and protection administration and be able to demonstrate their expertise in the following areas:
Understand how BMI and medical conditions would affect the outcome of a policy and be able to ascertain whether or not pre-sales underwriting would be required.
MortgagesBe able to check and cross reference mortgage application documents to ensure that the correct information has been correctly documented on the fact find e.g.
wage slips, tax returns, bank statements, credit reports.Be able to key mortgage applications to lenders.
34 days' holiday (25 plus 9 stats)
Pension
Immediate interviews.
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