Mortgage & Protection Administrator

3 days ago


Borehamwood, United Kingdom The Orchard Practice Full time

The Orchard Practice is a family-run financial planning business, supporting clients at all stages of life. At The Orchard Practice, we look after clients as well as their finances. We treat all of our clients as we would want to be treated ourselves - whichis why most of our client relationships develop into friendships.

We are now hiring for an amazing mortgage & protection administrator, to join our growing team.

**The Role**:

- Regular liaison with lenders and providers to obtain updates on applicant status
- Research and sourcing of Mortgage products
- Supporting and working closely with the financial planners and other team members
- Managing client documentation and recommendation reports
- Processing financial transactions within SLA
- Monitoring workflow to ensure all steps complete
- Keep up to date with FCA regulations and internal policies and procedures
- Arranging client meetings and appointments
- Manage and maintain client data within the back office system
- Effectively communicate with clients and third-party service providers in a professional and timely manner
- Prepare accurate and timely documentation for client meetings
- Operate as prime point of contact for potential and existing client base

**About You**:

- Self-motivated
- Team Player
- Proactive attitude
- Experience of working within a Financial Planning Firm
- Mortgage & protection product knowledge is essential
- Financial Services Qualifications such as Certificate in Financial Services or the level 4 diploma in financial planning would be desirable
- Ability to analyse financial information and comply with regulations



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