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Mortgage and Protection Administrator Executive
2 weeks ago
Reporting to the Partnership Services Team Leader, the primary purpose of the role is to assist the Mortgage and Protection Advisers with both pre
**This is a 12 month fixed term contract, based 2-3 days a week in our Swindon office.**
**The benefits**:
- Salary - up to £25,000
- Bonus scheme - on target bonus - 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
**Key Accountabilities**:
- Processing new advice leads.
- Obtaining agreements in principle (AIP’s) with lenders.
- Packaging mortgage cases to lenders including obtaining client affordability evidence (Bank Statements, SA302’s and company accounts) or protection cases with providers.
- Managing the team inbox and inbound enquiries line.
- Follow up pipeline cases proactively.
- Managing the correspondence between the adviser network and their clients.
- Providing data and reports to help the advice team.
- Sending out client declarations.
- Maintaining the CRM records.
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Mortgage and Protection Administrator Executive
2 weeks ago
Swindon, United Kingdom Openwork Full time**The opportunity**: Reporting to the Partnership Services Team Leader, the primary purpose of the role is to assist the Mortgage and Protection Advisers with both pre **This is a 12 month fixed term contract, based 2-3 days a week in our Swindon office.** **The benefits**: - Salary - up to £25,000 - Bonus scheme - on target bonus - 7.5% - Pension scheme...
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