Experienced Mortgage Administrator

3 weeks ago


Reading, United Kingdom OB1Financial Full time

**Position: Experienced Wealth Administrator**

**Location: RG17 7EH **Office location initially

**Salary**: £25,000 - £35,000 depending on level of experience

**Benefits**: Hybrid Working, Pension

**About Our Client**:
They are part of one of the largest financial advice networks in the UK - comprising of more than 3,000 financial advisers across the group.

Their offices are based in the beautiful Lambourn Downs at Shefford Woodlands and easily accessible (only 4 minutes) from Junction 14 of the M4. At The Long Yard they share their premises and knowledge amongst a small community of separate financial advice businesses, enhancing and enriching our working environment creating scale and a vast pool of experience and resource.

Their approach is bespoke, reflecting each individuals own different personal circumstances.

**The Opportunity**:
The business are expanding and require 2 new experienced wealth advisers to support the advisers in their day to day administration tasks.

**Responsibilities**:

- Processing of cases from start to finish (excluding advice)
- Book client review appointments
- Manage pipeline cases effectively and timely within agreed parameters

**Essential**:

- A minimum of 1 year’s administration experience in a similar role
- Outstanding communication skills at all levels, both written and oral
- Demonstrate a confident telephone manner & excellent customer service
- A team player with ability to use own initiative
- Be highly organised and able to prioritise
- Accurate data entry
- Great attention to detail

**Salary**: £25,000.00-£35,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

**Experience**:

- Wealth Administration: 1 year (required)

Reference ID: LLC1



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