Mortgage and Protection Administrator Executive
6 months 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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Swindon, Swindon, United Kingdom The Openwork Partnership Full timeAbout the roleWe are seeking a highly organized and experienced administrator to support our Protection and Mortgage Advisers in our Swindon office. As a Mortgage and Protection Administrator Executive, you will play a vital role in assisting with pre- and post-sale aspects of customer applications.Your key responsibilities will include processing new advice...
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Mortgage and Protection Administrator Executive
3 months ago
Swindon, United Kingdom The Openwork Partnership Full timeThe opportunity Reporting to the Partnership Services Sales Team Leader, the primary purpose of this position is to assist the Protection and Mortgage Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, 3rd parties and clients. You will support with general admin functions as well as maintaining the...
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Mortgage and Protection Administrator Executive
6 months 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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Mortgage and Protection Operations Coordinator
4 weeks ago
Swindon, Swindon, United Kingdom The Openwork Partnership Full timeJoin a dynamic teamThe Openwork Partnership is looking for an experienced and organized administrator to join its Swindon office. This 12-month fixed-term contract offers a unique opportunity to work in a hybrid role, balancing office time with remote work.As a Mortgage and Protection Administrator Executive, you will support the Protection and Mortgage...
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Swindon, Swindon, United Kingdom The Openwork Partnership Full timeJob overviewThe Openwork Partnership is a dynamic and fast-paced business with huge ambition. We're seeking an experienced and organized administrator to join our Swindon office as a Mortgage and Protection Administrator Executive.As a key member of our team, you will support our Protection and Mortgage Advisers with pre- and post-sale aspects of customer...
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