Mortgage & Protection Administrator - London

3 weeks ago

London, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Mortgage Broker in London who are looking to recruit a Mortgage & Protection Administrator.

They are looking for a mortgage and protection administrator to join a small financial services firm based just around the corner from St. Paul’s cathedral. You will work closely with our mortgage adviser to support our existing client bank and assist inthe process of taking on new clients. You will be given full training to understand how our firm works.

**The role**

You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection.

**Client Services**
- Provide a high level of support to all clients from initial contact to mortgage completion;
- Manage client liaison via access to mortgage adviser’s diary;
- Support the advisers with lender research as required;
- Generate recommendation spreadsheets for the adviser;
- Draft suitability reports for the adviser to review;
- Overview all case requirements and associated compliance for each case;
- Provide ongoing review service by managing pipeline of ongoing rolling business.

**Data Processing**
- Input and update client information into our CRM;
- Develop CRM processes to improve general efficiency;
- Process all broker fees via the WorldPay portal;
- Claim all procuration fees from the mortgage clubs;
- Monitor all monies received;
- Create and manage income profiles for our Finance Department;
- Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web.

Essential experience and qualifications:

- A degree-level education or previous work experience in a similar role
- Ideally completed R01 and CF6
- A minimum of one year’s experience working with a mortgage broker

They need a bright, organised and hardworking individual who can demonstrate:

- Impeccable attention to detail
- Very good written communication skills
- Engaging and professional telephone manner
- A people person, who can clearly communicate to all stakeholders
- Time management and the ability to multitask is essential
- Being adaptable as the role demands change frequently
- A systematic and methodical approach to tasks
- IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)
- Numeracy skills
- A hardworking and positive attitude
- A good team player

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