Office Administrator
5 months ago
The main purpose of this role is to provide administrative tasks to support the Protection Advisors in delivering high-quality service to clients, ensuring that mortgage clients have been contacted and the Duty of Care is evidenced.
Responsibilities include:
- Reviewing cases and activating policy for client
- Chasing General Practitioners (GPs) for medical reports
- Managing client follow up meetings, underwriting, and medicals for necessary information
- Complete client sheets and presales
- Management of the client records on Everglades, ensuring that they are up to date
- Draft trust forms and finalise with trustees and signatures from clients
- Responsible for contacting clients to provide the ‘Free Will’ link we offer.
- Completing health questionnaires on the phone with clients or transfer their old health questionnaire across to a new file
- Liaise with the mortgage broker to ensure the loan amounts are accurate
- Liaise with progressions/broker/solicitors for exchange and completion dates
- Liaise with Business Development Managers (BDMs)/providers to obtain client terms
- Contact Insurers (providers) to find out the client's existing cover before their call with the advisor
- Responsible for reviewing protection cases to ensure that all files are FCA regulated and compliant
- Management of disclaimer documents for clients who do not wish to obtain protection advice
- Responsible for the management of inbound calls from the main office phone
**Skills**:
- Strong organisational skills
- Able to prioritise and work to targets
- Telephone manner & etiquette
- Effective communication skills
- Ability to work under pressure
- Team player
- Good customer service
- (The above list is not exhaustive list of duties, and you will be expected to perform different tasks to meet the business objectives of the organisation)_
**Education / Qualifications**
**Required**
- At least 12 months experience in an administrative role.
**Desirable**
- Administrative work experience in the mortgage industry.
**Benefits**
- Salary £22,500
- 37.5 hours per week, 5 days a week, 1 weekend day per month
- 28 days holiday (inclusive of Bank Holidays)
**Company Overview**
Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.
**Our Equal Opportunities Statement**
**Corporate Social Responsibility (including ESG - Environmental, Social, Governance)**
At Heron Financial, we are committed to upholding high standards of Corporate Social Responsibility (CSR). We believe in conducting business in a sustainable, ethical, and socially responsible manner. As such, all employees actively contribute to making a positive impact on our culture that values integrity, transparency, and community.
Pay: £22,500.00 per year
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)
**Language**:
- English (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
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