Apprentice Mortgage Administrator

6 months ago


Wellingborough, United Kingdom Montgomery Financial Full time

**About us**

Montgomery Financial are not like other mortgage brokers. We are building our professional environment believing in the idea that we are here to grow and develop as individuals while being able to help each other and become great collectively. We might be a small firm but we are already highly successful and regarded by our partners and existing clients. As an extremely professional operation we are keen to grow with the addition of a full-time Apprentice mortgage administrator.

Our work environment includes:

- Up to £13000 pa based on your experience
- Your birthday off on top of your holiday allowance
- Annual performance based bonus on top of the basic salary
- Uncapped commission earnings
- Wellness program
- Flexible working hours

**Skills**:

- Excellent attention to detail
- Outstanding communication skills at all levels both written and verbal
- Confident telephone manner and excellent customer service
- IT literate including Microsoft Office and Outlook
- Ability to juggle a busy workload
- Good numeracy
- Ability to research
- Time management

**Responsibilities will include but will not be limited to**:

- Being the first point of contact for clients, providing helpful updates and answering queries promptly
- Keeping up-to-date business tracking records
- Creating, completing and updating client profiles on our CRM management software
- Research and sourcing of mortgage products and insurance products
- Composing accurate and well-written recommendation letters
- Maintaining adequate continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all regulatory requirements

**New to Financial Services?**

Not a problem - training will be given.
You will also have the opportunity to progress your career and if in time you’d like to develop into a more technical role - we’ll support that. We pride ourselves on having a supportive working environment where our employees have space and time to develop as the company grows and we are willing to develop individuals within our firm to undertake the industry recognised qualifications.

**Job Types**: Full-time,

**Salary**: Up to £13,000.00 per year

**Salary**: Up to £13,000.00 per year

**Benefits**:

- Financial planning services
- Flexitime

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Performance bonus

Work Location: In person



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